Msd Partners, L.P. (New York)

Name: Msd Partners, L.P.
Address: 645 Fifth Avenue, 21 St Floor, New York, NY, 10022
Telephone: 212-303-1650

Msd Partners, L.P. is a large advisory firm based in New York. It manages $6.93 billion of regulatory assets for 56 client accounts. It has been registered with the SEC as an adviser since 2015.

Msd Partners provides portfolio management for pooled investment vehicles and portfolio management for separately managed accounts. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Msd Partners: assets under management

The assets under management (AUM) of Msd Partners, L.P. is $6.93 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -18% since the beginning of its operation, and $3.76 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $6.93 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $123.73 million each.

Msd Partners has custody of $6.61 billion in cash and securities for 56 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in other assets the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Msd Partners, L.P. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Msd Partners serves?

The only and largest group of clients of Msd Partners is pooled investment vehicles with 56 clients and $6.61 billion of assets under management. Among the 11 most similar advisory firms, Msd Partners has the 4th lowest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $6.61 billion for 56 clients. 25% of the firm’s clients are foreign persons or businesses.

Msd Partners also advises several private funds. Namely, five hedge funds and sixteen other private funds. The minimum investment commitment required of non-related persons ranges from $0 to $10,000,000.

Careers at Msd Partners, L.P.

The company employs 72 people that are either part- or full-time employees. 43 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Llc Msdc Management (Gp)	General partner (msdc management, l.p.)	1 Feb 2010	Other	27-1522095
Howard Mark Berk	Partner (msdc management, l.p.)	1 Feb 2010	Other	2172099
Andrew Chee Keong Hee	Partner (msdc management, l.p.)	1 Feb 2010	Other	2274795
Marc Russell Lisker	Partner & chief legal officer (msdc management, l.p.)	1 Feb 2010	Other	6029499
Robert Michael Platek	Partner (msdc management, l.p.)	1 Feb 2010	Other	2181027
Barry Alan Sholem	Partner (msdc management, l.p.)	1 Feb 2010	Other	1736834
Daniel Shuchman	Partner (msdc management, l.p.)	1 Feb 2010	Other	2002185
Llc Msd Partners (Gp)	General partner (msd partners l.p.)	1 Feb 2010	Other	27-1522095
Jonathan Esfandi	Partner (msd partners, l.p.)	1 Feb 2010	Other	6029640
Mei Ying Tsai	Partner (msd partners, l.p.)	1 Feb 2010	Other	4350719
Mei Ying Tsai	Partner & chief financial officer (msdc management, l.p.)	1 Jan 2012	Other	4350719
Brian Lakes Frank	Partner (msdc management, l.p.)	1 Feb 2012	Other	2649042
Joel Alsfine	Partner (msdc management, l.p.)	1 Jan 2014	Other	6303539
Brendan Pearsall Rogers	Partner (msdc management, l.p.)	1 Oct 2014	Other	5866020
Robert Kenneth Simonds	General counsel & chief compliance officer (msdc management, l.p.)	1 Feb 2015	Other	5918077
Douglas Fred Londal	Partner (msd partners, l.p.)	1 Sep 2015	Other	1715919
Thomas Christian Workman	Partner (msd partners, l.p.)	1 Jan 2016	Other	4253401
Jonathan Esfandi	Partner (msd partners europe, llp)	1 Feb 2017	Other	6029640
John Cardoso	Chief financial officer (msd partners, l.p.)	1 May 2017	Other	6930627
Coburn John Packard	Partner (msd partners, l.p.)	1 Jan 2018	Other	4312098
Marcello Liguori	Partner (msd partners, l.p.)	1 Jan 2018	Other	6930625

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Glenn Robert Fuhrman	Member	1 Feb 2010	50% - 75%	1880799
John Cartwright Phelan	Member	1 Feb 2010	50% - 75%	4946692
Msdc Management (Gp) Llc	Owner	1 Feb 2012	75% - 100%	27-1522095

Based in New York

The principal office where Msd Partners, L.P. performs its advisory services is located at 645 Fifth Avenue, 21 St Floor, New York, NY 10022, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-303-1650 or by fax 212-303-1772. The normal business hours are 8:00 a.m. to 7:00 p.m. on Monday - Friday. You can find more information about the New York firm at msdpartners.com.