Capital Flow Monitor · Sponsors · CIK 2084557
M.D. Sass Income Opportunity, L.P.
885 Third Avenue, NEW YORK, NY, 10022 · 212-730-2000
Pooled Investment Fund / Hedge Fund · Limited Partnership· inc. DELAWARE true 2025
Fit score
—
Offering
—
Sold
$35.0M
% sold
—
Investors
9
Min investment
$5.0M
Exemption
506(b)
Filing history
| Filed | Form | Rule | Offering | Sold | % sold | Investors | |
|---|---|---|---|---|---|---|---|
| 2026-09-18 | D/A ·current | 506(b) | — | $35.0M | — | 9 | EDGAR ↗ |
| 2025-09-18 | D | 506(b) | — | $13.5M | — | 4 | EDGAR ↗ |
Related persons
Executive officers, directors and promoters, as filed. Other raises are matched by exact name and show amount sold as last reported.
- n/a M.D. Sass Income Opportunity GP, LLC — Promoter, New York, NY
-
n/a M.D. Sass, LLC — Executive Officer, New York, NY
1 other raise
- M.D. Sass Government Agency Portable Alpha, L.P. $610.0M of —
-
Martin D. Sass — Executive Officer, New York, NY
1 other raise
- M.D. Sass Government Agency Portable Alpha, L.P. $610.0M of —
-
Ari D. Sass — Executive Officer, New York, NY
1 other raise
- M.D. Sass Government Agency Portable Alpha, L.P. $610.0M of —
-
Bobby Liu — Executive Officer, New York, NY
1 other raise
- M.D. Sass Government Agency Portable Alpha, L.P. $610.0M of —
Placement agents
- M.d. Sass Securities, L.l.c. · 0 RE raises
- Rainbridge Securities L.l.c. · 0 RE raises
Source: SEC EDGAR Form D. Self-reported by the issuer. Not investment advice.