SourcingSourcing

BD INVESTMENT PARTNERS, LLC

C35
CRD 309347·SEC 801-133941·RALEIGH, NC
AUM
$224.6M
$100M-$500M
Est. Revenue
$2.2M
@ 1% on AUM
Est. EBITDA
$674K
@ 30% margin
Est. Deal Value
$5.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BD INVESTMENT PARTNERS, LLC
CRD
309347
SEC file #
801-133941
EIN
991236025
DBA names
—

Economics

AUM
$224.6M
AUM band
$100M-$500M
AUM trajectory
'25'26
$169.5M → $224.6M▲ +32%
Client mix
Pooled Investment Vehicles3

Operations

Employees (total)
9
Advisory staff (per ADV)
9
Advisory staff (5-yr trend)
'25'26
8 advisors → 9 advisors▲ +13%
Primary office
RALEIGH NC
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/23/2026
ADV-W filed at
—
Website
bdipartners.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BURNHAM, CHRISTOPHER, NEAL
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
BURNHAM, CHRISTOPHER, NEAL
DAIGLE, ADAM, SUMNER
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
BDIPARTNERS.COM
Rdap Domain Creation Date
2002-01-18T20:03:02Z
Rdap Firm Age Years
24
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002024455
Edgar Registered
Yes
Edgar Filing Count
3
Edgar First Filing Date
2024-06-25
Edgar Last Filing Date
2026-04-24
Edgar Form D Count
3
Edgar Form D Offerings
2026-04-242026-04-24 · 0001398344-26-007145
2025-04-242025-04-24 · 0001461373-25-000013

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
4350 LASSITER AT NORTH HILLS AVENUESUITE 340RALEIGH, NC 27609
Business
4350 LASSITER AT NORTH HILLS AVENUESUITE 340RALEIGH, NC 27609
Edgar EIN
991236025
Edgar Recent Filings
D/A2026-04-24 · 0001398344-26-007145
D/A2025-04-24 · 0001461373-25-000013
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-01-18T20:03:02Z
Rdap Domain Last Changed
2026-01-19T14:02:29Z
Rdap Nameservers
Ns05.domaincontrol.comNs06.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
5164028
Trust Company Affiliate
No

People (2)

2
CHRISTOPHER NEAL BURNHAM
Direct Owner · 62.5%
5164028
DAIGLE, ADAM, SUMNER
Direct Owner · 37.5%
6088021