MSD Partners, L.P.

RIASEC Registered
Total AUM
$21.3B
Discretionary
$17.7B
83% of AUM
Avg account
$277M
Accounts
77
Employees
498
Advisory reps
15

Firm details

Headquarters
New York, New York
CRD number
161664
Registered since
March 30, 2012
Website
bdtmsd.com
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles91.6%
  • Other7.05%
  • Insurance Companies1.35%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

MSD Partners, L.P. is a multifaceted alternative asset manager structured as a limited partnership that runs pooled investment vehicles across hedge fund, private equity, real estate and securitized-asset strategies. The firm serves primarily institutional clients and operates as a commodity pool operator/commodity trading advisor and as an investment adviser to pooled vehicles. Its compensation mix includes percentage-of-assets management fees and performance-based fees. MSD Partners identifies as an active ESG investor and participates in sponsoring and managing pooled vehicles, with industry affiliations that include broker-dealer and insurance company relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Non-Exchange Traded Equities 47%, Other 39%, Private Funds 6%, Non-Investment Grade Corp Bonds 4%, US Government Bonds 3%, Exchange Traded Equities 1%, Sovereign Bonds 1%47%
  • Non-Exchange Traded Equities47%
  • Other39%
  • Private Funds6%
  • Non-Investment Grade Corp Bonds4%
  • US Government Bonds3%

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth