BDT & Msd Bdc Management, LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4Dan Jester
Chief Executive OfficerCRD 2088996

Gregg Lemkau
Chief Executive OfficerCRD 2529069

Byron Trott
Chairman & CEOCRD 1082133
Contacts
3 of 11David Thomas
CRD 4907066

Adam Beshara
PresidentCRD 2988834

Juliet De Baubigny
General PartnerCRD 7139395
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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