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FIRM PROFILE
Overview
BDT & MSD PARTNERS, LLC is located at 401 N. Michigan Ave. Suite 3100, Chicago, IL 60611-4250 and was first established at Chicago, Delaware in 04/30/2009. After operating for 16 years, BDT & MSD PARTNERS, LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of BDT & MSD PARTNERS, LLC’s clients are individuals and 0% of their clients are high net worth individuals. BDT & MSD PARTNERS, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at BDT & MSD PARTNERS, LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access BDT & MSD PARTNERS, LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at BDT & MSD PARTNERS, LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for BDT & MSD PARTNERS, LLC Comes From
Understanding the Statistics for BDT & MSD PARTNERS, LLC and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
401 N. Michigan Ave. Suite 3100, Chicago, IL 60611-4250
401 N. Michigan Ave. Suite 3100, Chicago, IL 60611-4250
Medium
(312) 660-7300
Delaware since 04/30/2009
Limited Liability Company
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| BDT & MSD HOLDINGS, L.P. | SOLE MEMBER | ||
| BURNS, MICHAEL EDWIN | VICE PRESIDENT, CHIEF FINANCIAL OFFICER, TREASURER, PRINCIPAL FINANCIAL OFFICER AND PRINCIPAL OPERATIONS OFFICER | 2817817 | |
| FEINGOLD, CHAD MORGAN | CHIEF OPERATING OFFICER | 4564290 | |
| JESTER, DAN HAMILL | PRESIDENT | 2088996 | |
| LEMKAU, GREGG ROBERT | CO-CHIEF EXECUTIVE OFFICER | 2529069 | |
| MATHEWS, ERIKA LYNN | VICE PRESIDENT | 6230510 | |
| MICHEL, CINDY ZEE | VICE PRESIDENT AND GLOBAL CHIEF COMPLIANCE OFFICER | 4661808 | |
| ORR, SAN WATTERSON III | PRESIDENT | 2931458 | |
| TODD, MARY ANN | CHIEF LEGAL OFFICER AND SECRETARY | 6910167 | |
| TROTT, BYRON DAVID | CO-CHIEF EXECUTIVE OFFICER | 1082133 |
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Advisor's working at BDT & MSD PARTNERS, LLC
Dan Hamill Jester
Byron David Trott
Mariafrancesca Carli
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