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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on Jan. 8, 2016
    • $1.2B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 8
      Accounts
    • $147.1M
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

Advisors

Current Advisors

# of advisors

0

There are no advisors from this firm to display at this time.

Affiliated Investment Advisors and Broker Dealers

Name Type Total Assets
Amerra Agri Advantage Gp, LLC -- --
Amerra Agri Multi Strategy Gp LLC -- --
Amerra Capital Gp Ii, LLC -- --
Amerra Capital Gp, LLC -- --
Ascent Real Estate Advisors, LLC -- --
M.D. Sass-Macquarie Financial Strategies Management Company, LLC IAR $155,648,093
Macquarie Capital (USA) Inc. Broker-Dealer --
Taurus Funds Management IAR --

    Leadership

    Ownership

    There is no ownership data available to display at this time.

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Bobby Liu General Counsel/Chief Compliance Officer February, 2009 less than 5%
    Pat Morabito Chief Operating Officer & Director April, 2009 less than 5%
    Nancy Lynn Obler Kaufman Managing Director & Manager February, 2009 less than 5%
    Craig Armen Tashjian Managing Director & Manager February, 2009 less than 5%
    Stephen Jon Darke Director April, 2015 less than 5%
    Stephen Buttons Chief Financial Officer January, 2012 less than 5%
    Walter Herman Pye Manager February, 2009 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Performance-Based Fees