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BD INVESTMENT PARTNERS, LLC
CRD 309347 · SEC 801-133941
4350 LASSITER AT NORTH HILLS AV, SUITE 340, RALEIGH, NC, 27609, United States
Phone
919-609-7395
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$223.7M
Discretionary AUM
$223.7M
Team
9 total employees; 9 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-05-11
Disciplinary history
No
Services
Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 3 | $223.7M |
States served
NC
All web addresses on file
Official SEC filing: View on IAPD