Msd Partners, L.P.

Registered investment adviser · New York, NY · CRD #161664

Form ADV data as of 2026-09-01

Regulatory assets

$21.30 billion

Total accounts

Employees

498

Disclosure events

Firm details

Website: https://bdtmsd.com/
Telephone: 212-303-1650
SEC file number: 801-74071
Most recent Form ADV filing: 2026-08-24
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$17.72 billion
Non-discretionary regulatory assets under management	$3.58 billion
Total regulatory assets under management	$21.30 billion
Discretionary accounts	69
Non-discretionary accounts	8
Total accounts	77
Regulatory assets under management attributable to non-U.S. persons	$974.6 million

People

Total employees (excluding clerical)	498
Employees performing investment advisory functions (including research)	231
Employees who are registered representatives of a broker-dealer	171
Employees registered as investment adviser representatives with a state	0
Employees registered as IARs for another investment adviser	0
Employees who are licensed insurance agents	0
Firms or persons who solicit advisory clients on the firm's behalf	0

Custody

Has custody of client cash or bank accounts	Yes
Has custody of client securities	Yes
Client funds and securities held in the firm's custody	$0
Clients for whom the firm has custody	0
A related person has custody of client cash or bank accounts	Yes
A related person has custody of client securities	Yes
Client funds and securities held in a related person's custody	$12.38 billion
Clients for whom a related person has custody	73
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No
Number of persons acting as qualified custodians for the firm's clients	7

How the firm is compensated

A percentage of assets under managementPerformance-based fees

Advisory services offered

Portfolio management for pooled investment vehiclesOther

Other business activities

Commodity pool operator or commodity trading advisor

Affiliated related persons

Broker-dealer, municipal securities dealer, or government securities broker or dealerOther investment adviser (including financial planners)Commodity pool operator or commodity trading advisorInsurance company or agencySponsor, general partner, or managing member of pooled investment vehicles

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Recommends securities for which it serves as underwriter or general partner
Recommends securities in which it has another sales interest
Brokers or dealers selected under 8.C.(3) are related persons
Recommends brokers or dealers to clients
Receives soft dollar benefits

Client types

Type of client	Clients	Assets
Pooled investment vehicles (other than investment companies and BDCs)	74	$19.51 billion
Insurance companies	2	$286.7 million
Other	1	$1.50 billion