M.D. Sass-Macquarie Financial Strategies Management Company, LLC

Fee-Only (% of Portfolio)

FinStrat provides investment advice to two private investment funds, investing in a mix of traditional and alternative investment management companies. This includes early-stage to mid-sized companies. FinStrat also advises on seed investments in vehicles managed by these companies. The advice is given to the funds, not individual investors in the funds. FinStrat manages the assets according to each fund's rules.

Assets Under Management$18M

Clients2

AdvisorsN/A

Avg. per Client$9M

Avg. per AdvisorN/A

www.mdsass.com ·www.linkedin.com/company/md-sass

Fee Structure

Minimum Investment:$5M

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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