BDT & Msd Partners, LLC
Firm details
- Headquarters
- Chicago, Illinois
- CRD number
- 150459
- Registered since
- October 14, 2009
- Website
- bdtcapital.com
Firm profile
FINTRXOverview
BDT & Msd Partners, LLC is organized as a limited liability company and is recorded as having registered with the SEC in 2009. FINTRX classifies the firm as an investment bank rather than a traditional advisory capital allocator. Ownership is listed as a mix of a domestic entity and an individual. The profile indicates the firm does not identify as a capital allocator, is not an active ESG investor, and is not registered as a multi-state adviser; it is also not listed as a pension consultant or related adviser. Taken together, those attributes point to a firm whose primary functions are transactional or advisory in nature instead of running pooled or discretionary client portfolios that would be reported in retail wealth-management channels. Public disclosures in FINTRX do not include details on the firm’s advisory activities, fee structure, or client segments.
Assets & Accounts
Location & Offices
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 9Dan Jester
Chief Executive OfficerCRD 2088996

Byron Trott
Chairman & CEOCRD 1082133
Chad Feingold
Partner & Chief Administrative OfficerCRD 4564290
Contacts
3 of 183Jacqueline Reshef
PrincipalCRD 5802842
San Orr
PresidentCRD 2931458

Donald Mclellan
PartnerCRD 5678098
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Chicago, IL
Cook
Location
Chicago, IL
Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 401 N Michigan Ave
- Time zone
- CT (UTC-6)
- Office locations
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