Msd Partners, L.P. is an SEC registered investment adviser organized as a limited partnership with a primary office location in New York, NY. Its latest Form ADV filing, dated April 22, 2026, reports $21.3B in regulatory assets under management, 498 employees, 12 offices, and 77 accounts.
Assets Under Management
$21.3B
Employees
498
Offices
12 offices
Total Clients
77
Primary office
NEW YORK, NY
550 MADISON AVENUE, 20TH FLOOR, NEW YORK, NY, United States
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 96.1% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
96.1%
74
2
Insurance Cos.
2.6%
2
3
SEPARATELY MANAGED ACCOUNTS
1.3%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$21.3Bas of April 22, 2026
Discretionary83.2%
$17.7B
83% of total RAUM83.2%
Non-discretionary16.8%
$3.6B
17% of total RAUM16.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$21.3B
Total Accounts77
10Y AUM Change+$13.9B (+186.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees498
Clients per Employee0:1
10Y Employee Change+437 (+716.4%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.