This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=true related_bank=true bd_reps=171.0

Regulatory AUM

$7.2BItem 5.F on the latest filing (2026-08-03); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$7.2B

Private client RAUM

$0derivedItem 5.D individuals plus high net worth individuals

Private client share

0%derivedprivate client RAUM over total RAUM

Advisors on IAPD

0

Employees

498

Advisory employees

231

Offices

12Schedule D 1.F, beyond the principal office

Accounts

1

SEC number

801-130297

CRD

330624

Filings on the tape

6

First filed

Apr 17, 2024

Latest filed

Aug 3, 2026

Organised

Limited Liability Company, DE

Website

bdtmsd.com

• Occurred

  Apr 17, 2024
  First Form ADV filing

  Bdt & Msd Bdc Management, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:9da47afa-e0a7-d37b-66c1-db14a88cee50

First observed

Apr 17, 2024

Last observed

Aug 3, 2026 48 days ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.