RIA Intel›Advisers›Michigan›MSDR PARTNERS, LLC

MSDR PARTNERS, LLC

Advisory

MI

Data as of Mar 30, 2026 · Source: SEC Form ADV

Average account
$189K
across 135 accounts
AUM per adviser
$26M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM
$26M
Discretionary %
100%
Clients
66
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$26M
Discretionary AUM$26M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients66
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMI
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MI

Closest by assets under management. All figures from Form ADV.

PARK INVESTMENTS AND CONSULTING LLC
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VARTANIAN CAPITAL MANAGEMENT, LLC
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BONDY FINANCIAL SERVICES CORP
TRAVERSE CITY, MI
$26M
-46.9% 1Y
TEGRIT INVESTMENT ADVISORS LLC
LIVONIA, MI
$25M
-6.9% 1Y
FIRST INDEPENDENCE INVESTMENT CORPORATION
DETROIT, MI
$25M
-92.9% 1Y

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