0000905148-25-003357.txt : 20250918 0000905148-25-003357.hdr.sgml : 20250918 20250918131658 ACCESSION NUMBER: 0000905148-25-003357 CONFORMED SUBMISSION TYPE: D PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: Rule 506(b) provides a "safer harbor" for a private offering ITEM INFORMATION: Investment Company Act Section 3(c) ITEM INFORMATION: Section 3(c)(7) FILED AS OF DATE: 20250918 DATE AS OF CHANGE: 20250918 EFFECTIVENESS DATE: 20250918 FILER: COMPANY DATA: COMPANY CONFORMED NAME: M.D. Sass Income Opportunity, L.P. CENTRAL INDEX KEY: 0002084557 ORGANIZATION NAME: EIN: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D SEC ACT: 1933 Act SEC FILE NUMBER: 021-557950 FILM NUMBER: 251322517 BUSINESS ADDRESS: STREET 1: 55 WEST 46TH STREET, 28TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10036 BUSINESS PHONE: 212-730-2000 MAIL ADDRESS: STREET 1: 55 WEST 46TH STREET, 28TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10036 D 1 primary_doc.xml X0708 D LIVE 0002084557 M.D. Sass Income Opportunity, L.P. 55 West 46th Street, 28th Floor New York NY NEW YORK 10036 212-730-2000 DELAWARE None None Limited Partnership true 2025 n/a M.D. Sass Income Opportunity GP, LLC 55 West 46th Street, 28th Floor New York NY NEW YORK 10036 Promoter General Partner n/a M.D. Sass, LLC 55 West 46th Street, 28th Floor New York NY NEW YORK 10036 Executive Officer Investment Manager Martin D. Sass M.D. Sass, LLC 55 West 46th Street, 28th Floor New York NY NEW YORK 10036 Executive Officer Ari D. Sass M.D. Sass, LLC 55 West 46th Street, 28th Floor New York NY NEW YORK 10036 Executive Officer Bobby Liu M.D. Sass, LLC 55 West 46th Street, 28th Floor New York NY NEW YORK 10036 Executive Officer Pooled Investment Fund Hedge Fund false Decline to Disclose 06b 3C 3C.7 false 2025-05-01 true true false 5000000 M.D. Sass Securities, L.L.C. 139760 None None 55 West 46th Street Suite 2801 New York NY NEW YORK 10036-2699 AK ALASKA CA CALIFORNIA CO COLORADO CT CONNECTICUT FL FLORIDA IL ILLINOIS MA MASSACHUSETTS MI MICHIGAN MS MISSISSIPPI NJ NEW JERSEY NY NEW YORK OR OREGON PA PENNSYLVANIA TX TEXAS WA WASHINGTON WY WYOMING false Indefinite 13500000 Indefinite false 4 0 0 Investment Manager pays a portion of its advisory fees, which may vary from time to time, to the selling agents. 0 false M.D. Sass Income Opportunity, L.P. Bobby Liu Bobby Liu General Counsel of the Investment Manager 2025-09-18