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| Happy Holidays!! thanks for using AUM13F!! |
| MSD Partners LP
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| CRD # | 161664 |
| SEC # | 801-74071 |
| CIK # | |
| AUM | $23.1 B (2025-06-27) |
| Employees | 456 (46% Investors, 33% Brokers) |
| Phone | 212-303-1650 |
| Address | 550 Madison Avenue New York, NY 10022 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| RE | BDT & MSD NP Holdings LP | 2025-05-28 | 220.6 | |
| RE | MSD Knox Investors LLC | 2025-05-28 | 546.0 | |
| HF | MSD Underground Investor LLC | 2025-03-31 | 608.4 | |
| RE | BDT & MSD Real Estate Credit Opportunity Fund T LP | 2025-02-27 | 250.0 | |
| RE | BDT & MSD Real Estate Senior Lending Partners LP | [2025-02-27] | 500.0 | 718.7 |
| HF | BMK Private Credit Opportunity Fund LLC | 2025-02-27 | 303.7 | |
| HF | BDT & MSD PCOF Co-Investment B LP | [2024-11-21] | 75.6 | 85.5 |
| SA | MSD BDC CLO I LLC | 2024-05-03 | 623.8 | |
| HF | MSD Empire Fund LP | 2024-03-28 | 472.8 | |
| HF | MSD Pcof1 - BC LLC | 2024-03-28 | 206.4 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 1 | 5.1 |
| (f) Pooled investment vehicles | 67 | 15.7 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 0.3 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 2 | 2.1 |
| Total | 71 | 23.1 |
| By Discretionary | ||
| Discretionary | 64 | 20.1 |
| Non-Discretionary | 7 | 3.0 |
| Total | 71 | 23.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.9 | |
| United States Persons | 22.2 | |
| Total | 71 | 23.1 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Tammy Jennissen | 131 | ||
| Kim Bishop | 50 | ||
| Wendy Zhang | 46 | ||
| Kimberly Melen | 36 | ||
| Jarard Blake | 15 | ||
| Michael Burns | 70 | ||
| Mary Ann Todd | 8 | ||
| JNE Partners LLP | 4 | ||
| Andrew Lobb | 4 | ||
| Marc Lisker | 52 | ||
| Glenn Fuhrman | 41 | ||
| John Phelan | 36 | ||
| MSD Partners LP | 29 | ||
| Brendan Rogers | 18 | ||
| Marcello Liguori | 16 | ||
| Robert Simonds | 15 | ||
| Robert Platek | 12 | ||
| Kenneth Gerold | 10 | ||
| MSD Capital GP LLC | 7 | ||
| Marcello Ligouri | 7 | ||
| MSD Capital GP III LLC | 6 | ||
| MSDC Management LP | 6 | ||
| M Makin | 4 | ||
| Gregg Lemkau | 4 | ||
| MSD Capital GP II LLC | 3 | ||
| MSD Partners GP - Hospitality LLC | 3 | ||
| MSD Capital GP IV LLC | 2 | ||
| Mark Lisker | 2 | ||
| JNE Partners LLC | 2 | ||
| Micaela Kelley | 2 | ||
| MSD Partners GP LLC | 6 | ||
| MSDC Management GP LLC | 4 | ||
| David Makin | 2 | ||
| MSDC Denali GP LLC | 2 | ||
| MSD Partners Trustee LLC | 1 | ||
| BDT & MSD GP - PCOF Co-Invest B LLC | 1 | ||
| MSDC Music GP LLC | 1 | ||
| BDT & MSD Partners GP - RSLP LLC | 1 | ||
| MSD Capital GP VIII LLC | 1 | ||
| MSDC Waypoint GP LLC | 1 | ||
| MSD Partners GP - Growth LLC | 1 |
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|---|---|---|
|
Russell Investments Capital LLC
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WA | 27.2 |
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Waterfall Asset Management LLC
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NY | 25.3 |
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CA | 23.9 |
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Beach Point Capital Management LP
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Pretium Residential Credit Management LLC
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NY | 23.2 |
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Aksia LLC
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|
Prime Finance Advisor LP
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|
CA | 20.5 |
|
Commonfund OCIO Inc
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|
CT | 20.2 |
|
ACORE Capital LP
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|
CA | 19.1 |
|
Rialto Capital Management LLC
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|
FL | 18.4 |