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
13

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 a limited liability company registered with the SEC in 2024 that provides institutional investment management and fund-related advisory services. The firm operates as a commodity pool operator/commodity trading advisor (CPO/CTA) and performs portfolio management for investment companies. Its client base is institutional, and it charges both a percentage-of-assets fee and performance-based fees. The entity is structured as a domestic owner type and reports affiliations across the financial services ecosystem, including relationships with broker-dealers, other investment advisers, insurance companies, and roles as sponsor, general partner, or managing member of pooled investment vehicles. The firm does not identify as an active ESG investor and is not designated as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

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 7
  • DAN JESTER

    Chief Executive OfficerCRD 2088996

  • Mary Ann Todd

    Partner & Chief Legal OfficerCRD 6910167

  • CINDY MICHEL

    Managing Director, Chief Compliance OfficerCRD 4661808

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Contacts

3 of 6
  • Saritha Reddy

    Managing DirectorCRD 6596454

  • ROBERT SIMONDS

    PartnerCRD 5918077

  • AMY ENNESSER

    PartnerCRD 4231899

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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