BD INVESTMENT PARTNERS, LLC

Adviser information for BD INVESTMENT PARTNERS, LLC last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 0
Investment Advisory/Research 0
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios No

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0

Services

Advisory Services
Compensation

Identifiers

SEC RIA File Number 802-118926
SEC ERA File Number 802-118926
SEC CIK Numbers None
SEC CRD Numbers 309347
Legal Entity Identifier None

Principal Office

4350 LASSITER AT NORTH HILLS AV
SUITE 340
RALEIGH
NC
United States
Monday - Friday, 9AM-5PM
Tel: 919-609-7395, Fax: None

Chief Compliance Officer

ADAM DAIGLE
PARTNER
4350 LASSITER AT NORTH HILLS AV
SUITE 340
RALEIGH
NC
United States
Tel: 919-609-7677
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
FMIIP AFFILIATES FUND I, L.P. Private Equity Fund $15.8M $0.1M 30
FMIIP FUND I, L.P. Private Equity Fund $65.6M $1.0M 41

Control Persons

Name Type Entity Title Since Ownership
BURNHAM, CHRISTOPHER, NEAL Individual PARTNER 03/2020 50-75%
DAIGLE, ADAM, SUMNER Individual PARTNER 09/2023 25-50%

No. Employees, Historic

0002020202120222023202420250 on 5/15/20200 on 3/19/20210 on 5/28/20210 on 3/22/20220 on 3/27/20230 on 1/31/20240 on 3/28/2024