M.D. SASS-MACQUARIE FINANCIAL STRATEGIES MANAGEMENT COMPANY, LLC
M.D. SASS-MACQUARIE FINANCIAL STRATEGIES MANAGEMENT COMPANY, LLC is a Seed, Series C+ and early-stage fund in the US and Global writing $5M+ checks into asset-backed-securities, non-performing-loans, agricultural-commodities, metals-mining, wealth-management, special-situations-credit, real-estate-mezzanine-lending, corporate-cash-management, telecom-utilities, long-short-asia-equities and metals-and-mining.
- Stages
- Seed, Series C+, early-stage
- Sectors
- asset-backed-securities, non-performing-loans, agricultural-commodities, metals-mining, wealth-management, special-situations-credit, real-estate-mezzanine-lending, corporate-cash-management, telecom-utilities, long-short-asia-equities, metals-and-mining
- Check size
- $5M+
- Invests in
- US-wide, Global
- Actively investing
- Yes
- Founded
- 2004
- Assets under management
- $62.3M
Thesis
M.D. Sass-Macquarie Financial Strategies Management Company, LLC (FinStrat) is an investment advisory firm established in February 2004, specializing in providing initial funding and support to emerging investment management companies. Their strategy focuses on identifying and seeding innovative, specialized firms, offering seed capital, institutional oversight, operational and marketing support, and active involvement in corporate governance and risk management. While primarily focused on North America, FinStrat has potential for global reach through its partnership with Macquarie. The firm's investment preference is for private equity and venture capital, specifically in seeding new asset managers. As of December 31, 2025, FinStrat managed approximately $8.3 million in regulatory assets under management. The M.D. Sass-Macquarie Financial Strategies, LP fund has $62.3 million in assets and a minimum investment of $5,000,000.
Common questions
Does M.D. SASS-MACQUARIE FINANCIAL STRATEGIES MANAGEMENT COMPANY, LLC invest at the Seed stage?
Yes. M.D. SASS-MACQUARIE FINANCIAL STRATEGIES MANAGEMENT COMPANY, LLC lists Seed, Series C+ and early-stage among the stages it invests in.
What check size does M.D. SASS-MACQUARIE FINANCIAL STRATEGIES MANAGEMENT COMPANY, LLC write?
M.D. SASS-MACQUARIE FINANCIAL STRATEGIES MANAGEMENT COMPANY, LLC writes $5M+ checks.
Where does M.D. SASS-MACQUARIE FINANCIAL STRATEGIES MANAGEMENT COMPANY, LLC invest?
M.D. SASS-MACQUARIE FINANCIAL STRATEGIES MANAGEMENT COMPANY, LLC invests in the US and Global.