BDT & Msd Partners, LLC

Broker-DealerFINRA MemberEst. 2009
Total AUM
—
Advisory reps
192
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 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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 9
  • Dan Jester

    Chief Executive OfficerCRD 2088996

  • Byron Trott

    Byron Trott

    Chairman & CEOCRD 1082133

  • Chad Feingold

    Partner & Chief Administrative OfficerCRD 4564290

Unlock 6 more executives →

Contacts

3 of 183
  • Jacqueline Reshef

    PrincipalCRD 5802842

  • San Orr

    PresidentCRD 2931458

  • Donald Mclellan

    Donald Mclellan

    PartnerCRD 5678098

Unlock 180 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth