MSD PARTNERS, L.P.

RIASEC RegisteredEst. 2012
Total AUM
$21.3B
Discretionary
$17.7B
83% of AUM
Avg account
$277M
Accounts
77
Employees
498
Advisory reps
13

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 multi-strategy investment manager organized as a limited partnership and registered with the SEC in 2012. The firm runs a mix of pooled vehicles across hedge fund, private equity, real estate and securitized strategies and also serves as sponsor/GP for pooled investment vehicles. Its client base is institutional and its fee arrangements include both AUM-based and performance fees. MSD is active in ESG considerations and is also registered as a CPO/CTA while maintaining affiliations with broker-dealers and insurance entities.

Assets & Accounts

Public Holdings

Investments & Alternatives

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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

3 of 7

  • CHAD FEINGOLD

    Partner & Chief Administrative OfficerCRD 4564290

  • CINDY MICHEL

    Managing Director, Chief Compliance OfficerCRD 4661808

  • SAN ORR

    Partner, Chief Operating Officer & General CounselCRD 2931458

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Contacts

3 of 6

  • Saritha Reddy

    Managing DirectorCRD 6596454

  • ROBERT SIMONDS

    PartnerCRD 5918077

  • LAWRENCE SCHALTENBRAND

    Managing Director and ControllerCRD 5984697

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth