RIA Intel›Advisers›New York›MSD PARTNERS, L.P.

MSD PARTNERS, L.P.

Advisory

N·NEW YORK, NY

Data as of Feb 24, 2026 · Source: SEC Form ADV

Total AUM

$23.1B

1-Year AUM Growth

-4.1%

3-Year CAGR

+21.0%

Employees

208

Assets Under Management

Total AUM$23.1B

Discretionary AUM$20.1B

Non-Discretionary AUM$3.0B

Discretionary %87%

Total Clients71

Team

Total Employees208

Investment Advisers456

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record58

First FilingFeb 14, 2012

Latest FilingFeb 24, 2026

🔒 Full AUM trend chart and 58 historical filings spanning 14+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on MSD PARTNERS, L.P.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.