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 organized as a limited liability company and operates as a private equity fund manager focused on pooled investment vehicles. The firm is registered with the SEC (registration year listed as 2025) and serves institutional clients. Its advisory mandate centers on portfolio management for pooled vehicles, and it typically acts as sponsor/GP and managing member of those vehicles rather than as an allocator to outside managers. Fee arrangements combine a percentage-of-assets charge with performance-based fees consistent with private fund economics. The firm is not identified as an ESG-focused investor and does not report multi-state adviser status or pension consulting activity.

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