Chase & Md Sass Partners (New York)

Chase & Md Sass Partners is a large advisory firm based in New York. It manages $3.57 billion of regulatory assets for 44 client accounts. It has been registered with the SEC as an adviser since 2001.

Chase & Md Sass Partners provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Chase & Md Sass Partners: assets under management

The assets under management (AUM) of Chase & Md Sass Partners is $3.57 billion. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $3.27 billion in discretionary accounts and $294.3 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $76.08 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $294.3 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Chase & Md Sass Partners for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Chase & Md Sass Partners

Hugh Roy Lamle has been acting as President since 1 Aug 1995. J.P. Morgan Investment Management Inc. joined the executive team most recently as the General Partner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Chase Fixed Income Advisors	General partner	1 Aug 1995	50% - 75%	13-3850301
Hugh Roy Lamle	Member partnership board/president	1 Aug 1995	Other	301153
Martin Douglas Sass	Member partnership board	1 Aug 1995	Other	411144
Inc. M.D. Sass Investors Services	General partner	1 Aug 1995	Other	110590
David Arnold Weisbrod	Member partnership board	1 Mar 1998	Other	4378139
H. Randy Kalinowski	Chief administrative officer	1 Jan 1999	Other	4378140
Philip Matthew Sivin	Member partnership board	1 May 2000	Other	4362220
Edward Joseph Neeck	Member partnership board	1 May 2000	Other	2930967
Timothy James Livolsi	Member partnership board	1 Jul 2000	Other	4372292
J.P. Morgan Investment Management Inc.	General partner	1 Jan 2001	Other	13-3200244

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
The Chase Manhattan Bank	Indirect owner	1 Aug 1995	75% - 100%	13-4994650
J.P Morgan Chase & Co.	Indirect owner	1 Aug 1995	75% - 100%	13-2624428

Based in New York

The principal office where Chase & Md Sass Partners performs its advisory services is located at 1185 Avenue Of The Americas 18 Th Floor, New York, NY 10036, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-730-2000 or by fax 212-843-5949. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.