M.D. Sass Investors Services, Inc.

Read About Hedge Funds

Key Facts

HeadquartersNew York, NY
AUM$1.9 billion
AUM as ofApril 21, 2017


M.D. Sass Investors Services, Inc. is a hedge fund based in New York, NY. It was founded in 06/1972. They hold $1.9 billion in assets under management as of April 21, 2017. Read their Plain English Brochure.

Sub Funds and Performance

NameAUM (bn) Type Min Investment Num Clients Internal $ % Fund of Funds $ % Prime Brokers
New Heights Fund, L.P. 0.151 hedge fund 1,000,000 28 83.0 Goldman, Wells Fargo

Key People

Hugh LamlePresident/Director Owner or Officer25 to 50%
Bobby LiuChief Operating Officer, General Counsel, Chief Compliance Officer & Secretary Owner or OfficerNone
Ari SassSenior Vice President Owner or OfficerNone
Martin SassChairman/Chief Executive Officer/ Director Owner or Officer50-75%
Philip SivinChief Financial Officer, Senior Managing Director/Director Owner or OfficerNone