← Tributary

MSD PARTNERS, L.P.

NEW YORK, NY · CRD 161664 · IAPD ↗ · bdtmsd.com · 212-303-1650

$21.30BRegulatory AUM
231Advisory reps
498Employees
0Clients
n/aPlanning clients
53Private funds
4States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2026 — MSD PARTNERS, L.P. added office(s): 11 -> 12 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2026 — MSD PARTNERS, L.P. grew from 208 to 231 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
40
April 2025 — MSD PARTNERS, L.P. added office(s): 9 -> 11 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2025 — MSD PARTNERS, L.P. grew from 189 to 208 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
54
April 2024 — MSD PARTNERS, L.P. reported RAUM up 48% ($16.29B -> $24.12B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
69
April 2024 — MSD PARTNERS, L.P. grew from 175 to 189 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.