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MSD PARTNERS, L.P.
CRD 161664File 801-74071
APPROVED
Custody
Filing as of Aug 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$21.30B
Top 10% of cohort (national)
Discretionary AUM
$17.72B
Non-discretionary $3.58B
Clients
76
77 accounts
Employees
498
Top 10% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Mar 30, 2012
- Principal office
- 550 MADISON AVENUE, 20TH FLOOR, NEW YORK, NY, 10022
- Phone
- 212-303-1650
- Website
- https://bdtmsd.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $21.30B
- Discretionary AUM
- $17.72B
- Non-discretionary AUM
- $3.58B
- Discretionary accounts
- 69
- Non-discretionary accounts
- 8
- Total accounts
- 77
- AUM per client
- $280.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Insurance companies | 2 | $286.7M |
| Pooled investment vehicles | 74 | $19.51B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 77 | 76 | decreased by1 |
| Apr 1, 2026 | Employees | 456 | 498 | increased by42 |
| Apr 1, 2026 | Clients | 71 | 77 | increased by6 |
| Apr 1, 2026 | AUM | $23,134,850,133 | $21,296,429,689 | decreased by$1,838,420,444 |
| Apr 1, 2026 | Accounts | 71 | 77 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 134 | 456 | increased by322 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 53 | 71 | increased by18 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $13,055,137,038 | $23,134,850,133 | increased by$10,079,713,095 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 53 | 71 | increased by18 |
| Aug 1, 2022 | Clients | 52 | 53 | increased by1 |
| Aug 1, 2022 | Accounts | 52 | 53 | increased by1 |
| Apr 1, 2022 | Employees | 105 | 134 | increased by29 |
| Apr 1, 2022 | Clients | 139 | 52 | decreased by87 |
| Apr 1, 2022 | AUM | $8,964,963,903 | $13,055,137,038 | increased by$4,090,173,135 |
| Apr 1, 2022 | Accounts | 139 | 52 | decreased by87 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MSD PARTNERS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MSD PARTNERS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.