# BD Investment Partners, LLC

> BD Investment Partners, LLC is an SEC-registered investment advisory firm in Raleigh, NC, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 11, 2026.

- CRD: 309347
- Filed as: BD INVESTMENT PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Raleigh, NC
- Filing period: October 2026
- Form ADV filing dated: May 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/309347
- AdvisorCensus page: https://advisorcensus.com/firm/bd-investment-partners-llc-raleigh-nc-309347

## Quick answers

**How is BD Investment Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), BD Investment Partners, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**How much does BD Investment Partners, LLC charge?**
Its Form ADV Part 2A brochure dated March 23, 2026 states: Asset-based fee: 2% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is BD Investment Partners, LLC located?**
BD Investment Partners, LLC's principal office is in Raleigh, NC, according to its Form ADV.

**Is BD Investment Partners, LLC registered with the SEC or a state?**
BD Investment Partners, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 309347.

**How much does BD Investment Partners, LLC manage?**
BD Investment Partners, LLC reports $223,653,189 in regulatory assets under management in its Form ADV filing dated May 11, 2026 (100% discretionary).

**How have BD Investment Partners, LLC's assets and staff changed since 2021?**
In the Form ADV data for BD Investment Partners, LLC: Regulatory assets under management: $169,549,088 in the October 2025 data and $223,653,189 in the October 2026 data, up 32%. Total employees: 8 in October 2025 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does BD Investment Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (3).

**Does BD Investment Partners, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/309347

**What changed in BD Investment Partners, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 8 to 9. Regulatory assets under management went from $169,549,088 to $224,555,179 (+32%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 23, 2026)

- Asset-based fee: 2% of assets a year

> The management fee is equal to 2.0% (per year) of each Investor’s capital commitment in the Fund, calculated at the beginning of each quarter.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $223,653,189
- Discretionary: $223,653,189
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 3 | $223,653,189 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 9 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [bdipartners.com](https://bdipartners.com)
- [fmiinvestment.com](https://fmiinvestment.com)
- LinkedIn @11350069

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | Not reported | May 28, 2021 |
| October 2022 | Not reported | Not reported | March 22, 2022 |
| October 2023 | Not reported | Not reported | March 27, 2023 |
| October 2024 | Not reported | Not reported | March 28, 2024 |
| October 2025 | $169,549,088 | 8 | July 7, 2025 |
| October 2026 | $223,653,189 | 9 | May 11, 2026 |

Regulatory assets under management: $169,549,088 in the October 2025 data and $223,653,189 in the October 2026 data, up 32%.
Total employees: 8 in October 2025 and 9 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 8 to 9.
- Regulatory assets under management went from $169,549,088 to $224,555,179 (+32%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. BD Investment Partners, LLC (CRD 309347): Form ADV filing data as of October 2026.