About M.D. Sass
M.D. Sass is a Financial Services company based in New York (United States) founded in 1972 by Martin D Sass, and was acquired by Chase in September 1995. Diversified asset management is handled by M.D. Sass. M.D. Sass offers products and services including Concentrated Value and Structured Fixed Income. Its focus areas include Asset Management and Diversified. Its legal entity is M.D. Sass, LLC. Its competitors include Fidelity Investments, Morgan Stanley and Guggenheim Partners; 2 of its 3 listed competitors have raised funding.
Company details
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.
- Headquarters New York, United States
- Founders Martin D Sass
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website mdsass.com
- Social LinkedIn
- Acquired by Chase (Sep 1995)
- Legal Name M.D. Sass, Llc
Products & Services of M.D. Sass
M.D. Sass offers a comprehensive portfolio of products and services, including Concentrated Value and Structured Fixed Income.
High-conviction U.S. equity portfolio for opportunistic investments.
Management of securitized products like mortgage-backed securities.
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.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Commercial banking services are provided across the United States. | 2000 | chase.com | Columbus, United States | |
Commercial banking services are provided across the United States. | 2000 | chase.com | Columbus, United States |
Investor details for M.D. Sass
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People of M.D. Sass
1 people are tracked at M.D. Sass (1 in leadership).
| Name | Role | Group |
|---|---|---|
Martin D Sass | Founder | Leadership |
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Competitors of M.D. Sass
M.D. Sass has 3 listed competitors in our database, 2 of them funded. They include Fidelity Investments, Morgan Stanley and Guggenheim Partners.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| guggenheimpartners.com | 1999 | New York, United States | $21M | 2,043 | Asset management and investment advisory services are provided to clients. |
Detailed competitors of M.D. Sass
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Web traffic of M.D. Sass
The website of M.D. Sass (mdsass.com) receives about 1.4K visits a month.
- Monthly visits1.4K
▲ 116.1% vs previous month
Top companies in Asset Management
3 companies that operate in the same segment as M.D. Sass (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Related news about M.D. Sass
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Frequently Asked Questions about M.D. Sass
M.D. Sass was founded in 1972.
M.D. Sass is headquartered in New York, United States. It is registered at New York, New York, United States.
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.
M.D. Sass's top competitors include Fidelity Investments, Guggenheim Partners and Morgan Stanley.
M.D. Sass offers Concentrated Value and Structured Fixed Income.
M.D. Sass operates through M.D. Sass, Llc.
Yes. M.D. Sass was acquired by Chase in September 1995.