Multi-Family OfficeRIA · CRD 338048SEC-Registered

Updated:

MSDR Partners

MSDR PARTNERS, LLC is an SEC-registered investment adviser with $26 million in regulatory assets under management. The firm has 1 employee and 1 investment...

MSDR Partners

MSDR PARTNERS, LLC is an SEC-registered investment adviser with $26 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a staff of 2.

Website
msdr.org

General information

Firm type

Multi Family Office

Location

Region

North America

Country

United States

City

New York

Corporate office

New York, NY, United States

Principals

Mark G. Shafir

Managing Partner

David P. Ryan

Managing Director

Sector focus

Real EstatePrivate CreditHedge FundsInfrastructureEnergy Transition & Renewables

Frequently asked questions

Who runs investment decisions at MSDR Partners?

Mark Shafir serves as Managing Partner and leads the firm's investment strategy. David P. Ryan is a Managing Director. Both have backgrounds in finance and legal advisory (public record).

Is MSDR Partners structured as a single family office or a multi-family office?

MSDR Partners operates as a multi-family office, serving a small group of families. The firm provides investment management and advisory services rather than managing capital from a single wealth source.

What asset classes does MSDR Partners focus on?

The firm invests across real estate, private credit, infrastructure, and hedge funds. It structures direct co-investments and SPVs for its client families.

Does MSDR Partners participate in fund commitments or only direct deals?

MSDR Partners emphasizes direct co-investments and structured transactions, though it may also allocate to third-party funds. The firm's model is built around deal sourcing and advisory.

What is the wealth origin of MSDR Partners' clients?

The firm does not publicly disclose the wealth origins of its client families. As a multi-family office, it serves families from various backgrounds, likely including entrepreneurial and professional wealth.

How does MSDR Partners source proprietary deal flow?

The firm leverages the principals' relationships from investment banking and legal advisory. It sources deals through co-investment networks and institutional partnerships.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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