BDT & Msd Bdc Management, LLC

RIASEC RegisteredEst. 2024
Total AUM
$7.2B
Discretionary
$7.2B
100% of AUM
Avg account
$7.2B
Accounts
1
Employees
498
Advisory reps
15

Firm details

Headquarters
New York, New York
CRD number
330624
Registered since
May 17, 2024
Website
bdtmsd.com
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Business Development Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

BDT & Msd Bdc Management, LLC is an institutional registered investment adviser organized as an LLC and registered with the SEC in 2024. The firm serves institutional clients and operates with a fee model that includes both percentage-of-AUM and performance-based components. Its stated business activities include acting as a commodity pool operator (CPO) or commodity trading advisor (CTA), and its advisory work includes portfolio management for investment companies. The firm is not identified as an active ESG investor and does not list itself as a capital allocator or pension consultant. The firm maintains a range of industry roles and affiliations: broker-dealer, other investment adviser, CPO/CTA, insurance company, and sponsor/GP/managing member of pooled investment vehicles. Ownership is a mix of a domestic entity and an individual.

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

Owners & executives

3 of 4
  • Dan Jester

    Chief Executive OfficerCRD 2088996

  • Gregg Lemkau

    Gregg Lemkau

    Chief Executive OfficerCRD 2529069

  • Byron Trott

    Byron Trott

    Chairman & CEOCRD 1082133

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Contacts

3 of 11
  • David Thomas

    CRD 4907066

  • Adam Beshara

    Adam Beshara

    PresidentCRD 2988834

  • Juliet De Baubigny

    Juliet De Baubigny

    General PartnerCRD 7139395

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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

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
550 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth