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MD Sass Investors
MD Sass Investors was established in 1972 by Martin D. Sass. The firm grew from public-markets investment management into a multi-family office platform...
MD Sass Investors
MD Sass Investors was established in 1972 by Martin D. Sass. The firm grew from public-markets investment management into a multi-family office platform serving institutional and private clients. Allocations span public equities, private equity, private credit, distressed situations and natural resources. The firm commits to funds and executes direct co-investments and SPVs. Positions include holdings in Henry Schein and Williams Companies. Activity centers on North America with indicated reach into Europe and Asia. The firm reports no employee count. It maintains a foundation established in 1986. No operational events from the last 24 months appear in available records. Ownership of operating businesses such as AMERRA Capital Management and joint ventures with Macquarie Group create a hybrid structure that combines asset management with control of specialized platforms.
General information
Firm type
Multi Family Office
Year founded
1972
AUM
Undisclosed
Location
Region
North America
Country
United States
City
New York
Corporate office
55 West 46th Street 28th Floor, New York, NY 10036, United States
Principals
Martin D. Sass
Chairman and CEO
Ari Sass
President
Bobby Liu
Chief Legal and Risk Officer
Sector focus
Frequently asked questions
Who runs investment decisions at MD Sass Investors?
Martin D. Sass serves as Chairman and CEO. Ari Sass holds the role of President. Bobby Liu acts as Chief Legal and Risk Officer.
Does MD Sass Investors participate in fund commitments or only direct deals?
The firm invests through fund commitments and direct co-investments or SPVs. Confirmed investment types include Fund of Funds and Direct Co-Investments.
What investment stages does MD Sass Investors typically target?
Confirmed stages include Public Equities, Mezzanine and Special Situations. The firm also maintains exposure to distressed debt and natural resources.
Where does the underlying wealth come from?
Wealth originates from public-markets investment management and the expansion of M.D. Sass Investors Services.
Does MD Sass Investors maintain philanthropic structures?
The Sass Foundation for Medical Research Inc. was established in 1986 and focuses on cancer research, education and patient care.
How is MD Sass Investors related to AMERRA Capital Management?
MD Sass Investors owns AMERRA Capital Management LLC through M.D. Sass-Macquarie Financial Strategies LP.
What is MD Sass Investors known posture on co-investments alongside external GPs?
The firm executes direct co-investments and SPVs in addition to fund commitments.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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