BDC ADVISORY, LLC

Overview

BDC Advisory, LLC is an institutional-focused advisory firm that provides pension consulting services and works predominantly in a non‑discretionary capacity. The firm is structured as a limited liability company with an individual owner and operates under a fixed‑fee (and other) pricing model, positioning itself as a consultant/adviser rather than a hands‑on capital allocator. BDC Advisory does not identify as an active ESG investor and is not organized as a multi‑state adviser. Investment implementation relies on external managers and pooled vehicles rather than in‑house direct portfolio construction. Service delivery centers on institutional clients and pension plans, where the firm’s role is advisory and consultative: recommending manager lineups, structuring investment programs and overseeing third‑party manager relationships rather than executing discretionary mandates on client accounts.

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