Msdc Management, L.P. (New York)


Msdc Management, L.P. is a large advisory firm based in New York. It manages $8.43 billion of regulatory assets for 23 client accounts. It has been registered with the SEC as an adviser since 2012.

Msdc Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Msdc Management: assets under management

The assets under management (AUM) of Msdc Management, L.P. is $8.43 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 90% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $8.43 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $366.65 million each.
Msdc Management has custody of $8.43 billion in cash and securities for 23 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Msdc Management, L.P. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

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 Msdc Management, 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 msdcmanagement.com.