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BDT & MSD BDC MANAGEMENT, LLC

NEW YORK, NY · CRD 330624 · IAPD ↗ · bdtmsd.com · 212-303-1650

$7.18BRegulatory AUM
231Advisory reps
498Employees
0Clients
n/aPlanning clients
0Private funds
4States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

45
April 2026 — BDT & MSD BDC MANAGEMENT, LLC added office(s): 11 -> 12 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
75
April 2026 — BDT & MSD BDC MANAGEMENT, LLC grew from 208 to 231 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
40
April 2025 — BDT & MSD BDC MANAGEMENT, LLC added office(s): 9 -> 11 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2025 — BDT & MSD BDC MANAGEMENT, LLC grew from 189 to 208 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
June 2024 — BDT & MSD BDC MANAGEMENT, LLC (NEW YORK, NY) is newly SEC-registered with $0 RAUM and 189 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.