About M.D. Sass
M.D. Sass is a company based in New York (United States) founded in 1972 by Martin D Sass was acquired by Chase in September 1995.. M.D. Sass offers products and services including Concentrated Value and Structured Fixed Income. M.D. Sass operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, Guggenheim Partners and FNZ, among others.
- Headquarter New York, United States
- Founders Martin D Sass
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Sectors
Financial Services
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Email
***********
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Phone
*********
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Website
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Social
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- Legal Name M.D. Sass, Llc
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Products & Services of M.D. Sass
M.D. Sass offers a comprehensive portfolio of products and services, including Concentrated Value and Structured Fixed Income. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
High-conviction U.S. equity portfolio for opportunistic investments.
Management of securitized products like mortgage-backed securities.
Funding Insights of M.D. Sass
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
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Investors in M.D. Sass
M.D. Sass has secured backing from 2 investors, including institutional investors. Prominent investors backing the company include Chase and Chase. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Commercial banking services are provided across the United States.
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Commercial banking services are provided across the United States.
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Venture capital is directed toward companies in multiple sectors.
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Investments & Acquisitions by M.D. Sass
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - M.D. Sass
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
M.D. Sass Comparisons
Competitors of M.D. Sass
M.D. Sass operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, Investec, Morgan Stanley, Guggenheim Partners and FNZ, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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Global banking, investment, and wealth management services are offered worldwide.
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| domain | founded_year | HQ Location |
Wealth management, investment advisory, and financial services are provided.
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| domain | founded_year | HQ Location |
Asset management and investment advisory services are provided to clients.
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| domain | founded_year | HQ Location |
Wealth management solutions are delivered for asset managers.
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| domain | founded_year | HQ Location |
Platform offering business intelligence solutions that combine data and actionable analytics for clients
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on M.D. Sass
Frequently Asked Questions about M.D. Sass
When was M.D. Sass founded?
M.D. Sass was founded in 1972.
Where is M.D. Sass located?
M.D. Sass is headquartered in New York, United States. It is registered at New York, New York, United States.
What does M.D. Sass do?
M.D. Sass was established in 1972 in New York, United States, by founder Martin D. Sass. Operations focus on diversified asset management within the financial sector. Services include portfolio management and investment strategies across various asset classes. The firm maintains its headquarters in New York, serving institutional and individual clients through structured investment approaches.
Who are the top competitors of M.D. Sass?
M.D. Sass's top competitors include Fidelity Investments, Investec and S&P Global.
What products or services does M.D. Sass offer?
M.D. Sass offers Concentrated Value and Structured Fixed Income.
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