BDT & MSD PARTNERS, LLC

Broker-DealerFINRA MemberEst. 2009
Total AUM
Advisory reps
173
Avg account
$0

Firm details

Headquarters
CHICAGO, Illinois
CRD number
150459
Registered since
October 14, 2009

Firm profile

FINTRX

Overview

BDT & Msd Partners, LLC is recorded as a limited liability company that FINTRX classifies as an investment bank. The firm has been SEC-registered since 2009. Ownership is listed as a combination of a domestic entity and an individual. FINTRX flags the firm as not acting as a capital allocator and not identifying as an active ESG investor. It is also not listed as a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser. The FINTRX snapshot does not provide detail on the firm’s client base, fee schedule, specific business activities, or advisory programs.

Location & Offices

Investment profile

FINTRX

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 11
  • SAN ORR

    Partner, Chief Operating Officer & General CounselCRD 2931458

  • DAN JESTER

    Chief Executive OfficerCRD 2088996

  • BYRON TROTT

    Founder, Chairman & CEOCRD 1082133

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Contacts

3 of 162
  • Stephen Batinovic

    AssociateCRD 7382328

  • Ryan Burke

    PartnerCRD 8153487

  • JOHN RHOADS

    Co-Founder & Managing PartnerCRD 5614236

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Wealth teams

FINTRX

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth