Computed from every Form D fund launch on EDGAR since late 2024, not sampled. Amounts are the stated offering size; indefinite offerings are excluded.
| Filed | Form | Sold | Investors | Change |
|---|---|---|---|---|
| 2025-09-18 | D | $13.5M | 4 | |
| 2026-09-18 | D/A | $35M | 9 | +$21.5M |
Amount sold and investor count as restated on each of the issuer's Form D filings. A rise since the previous filing is capital closed in between.
Earlier and related filings by the same issuer and sponsor. All Sass Income vehicles →
Sold rose to $NaN (+$21.5M, +5 investors) in 365 days since the previous filing.
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1 other filing on EDGAR under this adviser, with size, strategy and date. Subscribe to unlock
| Bobby D. Liu | Executive Officer |
| n/a M.D. Sass Income Opportunity GP, LLC | Promoter |
| n/a M.D. Sass, LLC | Executive Officer |
| Ari D. Sass | Executive Officer |
| Martin D. Sass | Executive Officer |
[email protected] · observed Work emails for the people on the filing, where the firm publishes or patterns them, labelled by confidence — subscribers
Signed by Bobby Liu, General Counsel of the Investment Manager.
Placement agents / sales compensation: M.D. Sass Securities, L.L.C.
Relevant to: Fund administrator, Fund audit & tax, Custodian / prime broker, Compliance consultant / RIA registration.
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