Bdt & Msd Bdc Management, Llc
- Regulatory AUM
- $7.2B
- Discretionary
- $7.2B
- Clients
- 1
- Avg AUM / client
- $7.2B
- Accounts
- 1
- Employees
- 498
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Business development companies | 1 | $7.2B | 100.0% |
People (9)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Trott, Byron, David | Chairman & Co Chief Executive Officer | Apr 2009 (17y) | 75% or more of Bdtp, Gp Llc (indirect) | |
| Burns, Michael, Edwin | Partner & Chief Financial Officer | Feb 2024 (3y) | Less than 5% | |
| Dan Hamill Jester | President | Feb 2024 (3y) | Less than 5% | |
| Lemkau, Gregg, Robert | Co Chief Executive Officer | Feb 2024 (3y) | Less than 5% | |
| Orr, San, Watterson | President | Feb 2024 (3y) | Less than 5% | |
| Rogers, Brendan, Pearsall | Partner & Chief Operating Officer | Feb 2024 (3y) | Less than 5% | |
| Reddy, Saritha, Chandrupatla | Chief Compliance Officer | Feb 2024 (3y) | Less than 5% | |
| Simonds, Robert, Kenneth | Partner & General Counsel | Feb 2024 (3y) | Less than 5% | |
| Todd, Mary Ann | Partner & Chief Legal Officer | Feb 2024 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Bdt & Msd Holdings, L.P. | Member | Feb 2024 | A | 75% or more |
| Msd Partners (Gp), Llc | Manager | Feb 2024 | A | Less than 5% |
| Bdtp, Gp Llc | General Partner | Dec 2011 | B | GP / trustee / elected manager of Bdt & Msd Holdings, L.P. (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.34 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for investment companies
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗