Bdt & Msd Partners, Llc
$51.4M reported client assets across 1 advisory firms in FY2024 annual amendments
Reported client assets over time
$36.8M
$51.4M
2022
2024
Same-firm comparison: 1 firms that reported Bdt & Msd Partners, Llc in both FY2023 and FY2024 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| N | $51.4M | $311M | 16.5% | 03/26/2025 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.