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BD INVESTMENT PARTNERS, LLC

RALEIGH, NC · CRD 309347 · IAPD ↗ · bdipartners.com · 919-609-7395

$223.7MRegulatory AUM
9Advisory reps
9Employees
0Clients
n/aPlanning clients
3Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

46
April 2026 — BD INVESTMENT PARTNERS, LLC reported RAUM up 32% ($169.5M -> $224.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
80
August 2025 — BD INVESTMENT PARTNERS, LLC (RALEIGH, NC) is newly SEC-registered with $169.5M RAUM and 8 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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