M.d. Sass-macquarie Financial Strategies Management Company, LLC
M.d. Sass-macquarie Financial Strategies Management Company, LLC is an SEC-registered asset manager in New York, NY with $8.3M assets under management (AUM, regulatory AUM), -54% over one year. See who owns M.d. Sass-macquarie Financial Strategies Management Company, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 124506, SEC 801-62585, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $8.3M (2026-03-31)
- Firm type
- Asset Manager
- Location
- New York, NY
- Employees
- 6
- Clients
- 2
- CRD
- 124506
- Ownership
- LAMLE, HUGH, ROY; SHENFELD, STEVEN, ALAN; WEATHERVANE CAPITAL PARTNERS, LLC; LIU, BOBBY; WHEELER, CHARLES, WARWICK STILES
How much AUM does M.d. Sass-macquarie Financial Strategies Management Company, LLC have?
M.d. Sass-macquarie Financial Strategies Management Company, LLC reported $8.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns M.d. Sass-macquarie Financial Strategies Management Company, LLC?
Disclosed owners and executives of M.d. Sass-macquarie Financial Strategies Management Company, LLC include LAMLE, HUGH, ROY, SHENFELD, STEVEN, ALAN, WEATHERVANE CAPITAL PARTNERS, LLC, LIU, BOBBY, WHEELER, CHARLES, WARWICK STILES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.