BD INVESTMENT PARTNERS, LLC

RIASEC RegisteredEst. 2025
Total AUM
$224M
Discretionary
$224M
100% of AUM
Avg account
$74.6M
Accounts
3
Employees
9
Advisory reps
2

Firm details

Headquarters
RALEIGH, North Carolina
CRD number
309347
Registered since
July 28, 2025
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

BD Investment Partners, LLC is a privately organized LLC that operates as a private equity fund adviser focused on pooled investment vehicles for institutional clients. The firm provides portfolio management for pooled funds and also serves in sponsor and general partner capacities, acting as managing member for the vehicles it controls. Compensation is a combination of a percentage-of-assets management fee and performance-based fees. BD Investment Partners is not an active ESG investor and is not set up as a multi-state adviser; its regulatory profile indicates SEC registration in 2025.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

2 of 2
  • CHRISTOPHER BURNHAM

    Co-Founder and Managing PartnerCRD 5164028

  • ADAM DAIGLE

    Co-Founder and PartnerCRD 6088021

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

RALEIGH, NC

WAKE

Location

RALEIGH, NC

Headquartered in RALEIGH, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.

Metro area
Raleigh-Durham-Cary, NC
Region
South
County
WAKE
Address
4350 Lassiter At North Hills Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth