Msdr Partners, LLC

Overview

Msdr Partners, LLC is a small independent registered investment adviser that serves individual and family clients with fee-based financial planning and portfolio management. The firm structures client relationships across percentage-of-AUM, hourly and flat-fee engagements, and it acts as a capital allocator — selecting outside managers and allocating to third-party funds where appropriate. Its advisory scope includes financial planning, ongoing portfolio management for individuals and small businesses, pension consulting and the selection of other advisers. Investment activity is centered on pooled public vehicles rather than concentrated direct-stock portfolios. The firm appears to favor diversified, manager-driven solutions and uses outside alternative managers to gain exposure to hedge funds when seeking non-correlated return streams. Msdr Partners, LLC does not position itself as an ESG-focused manager and operates with a modest, single-office footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices