BDT & MSD BDC MANAGEMENT, LLC
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
FINTRXOverview
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
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 7DAN JESTER
Chief Executive OfficerCRD 2088996
Mary Ann Todd
Partner & Chief Legal OfficerCRD 6910167
CINDY MICHEL
Managing Director, Chief Compliance OfficerCRD 4661808
Contacts
3 of 6Saritha Reddy
Managing DirectorCRD 6596454
ROBERT SIMONDS
PartnerCRD 5918077
AMY ENNESSER
PartnerCRD 4231899
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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