BDT & Msd Partners, LLC

Broker-DealerFINRA MemberEst. 2009
Total AUM
Advisory reps
186
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 classified in the source data as an investment bank. The record shows the firm registered with the SEC in 2009 and lists ownership as a combination of a domestic entity and an individual. The dataset does not disclose the firm's client types, fee schedules, or the specific advisory and business activities it conducts. Regulatory and operational flags in the profile indicate the firm does not act as a capital allocator, does not self-identify as an active ESG investor, and is not marked as a multi-state adviser. It is also listed as neither a pension consultant nor a related adviser, and it is not newly formed according to the available information. The firm has not provided detail about its affiliations, partnerships, or other external activities in the supplied data, leaving its broader relationships and service mix unspecified.

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

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Contacts

3 of 177
  • San Orr

    PresidentCRD 2931458

  • Stephen Batinovic

    Stephen Batinovic

    AssociateCRD 7382328

  • Ryan Burke

    Ryan Burke

    PartnerCRD 8153487

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth