BDT & Msd Partners, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
190
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 FINTRX as an investment bank. Ownership is listed as a mix of domestic entities and individuals. The firm is not identified as a capital allocator, and FINTRX flags it as not being an active ESG investor. Several typical advisory attributes are either absent or not asserted: it is not described as a multi-state adviser, a pension consultant, or a related adviser. The firm has provided minimal public detail on its day-to-day business. FINTRX does not list a client base, fee schedule, or a breakdown of advisory or other business activities for BDT & Msd Partners, LLC.

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

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Contacts

3 of 181
  • Jacqueline Reshef

    PrincipalCRD 5802842

  • San Orr

    PresidentCRD 2931458

  • Donald Mclellan

    Donald Mclellan

    PartnerCRD 5678098

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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