M
$25.5M Total AUM
$25.5M Disc. AUM
-- 3Y CAGR
1 Employees
66 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท SEI
- Clients
- Retail
- Platforms
- Pioneer
- Established Date
- 09-22-2025
- Office Locations
- 1
Office Locations
-- Grand Haven MI
About Msdr Partners, LLC
Msdr Partners, LLC is a Grand Haven-based RIA. The firm has been operating for 0 years. Managing $25.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and SEI. Services offered include Business Succession, Financial Planning, Insurance.
Team overview
-- AVG AGE
$25.5M AVG AUM / ADVISOR
$386.4K AVG AUM / CLIENT
0.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Insight Peak vector Unison Timber Catalyst focus
Custodian
Fusion element
Investment Themes
Ember catalyst Unison Unison
Investment Vehicles
Timber Eagle
Services
Foundation element Foundation frontier Fusion signal Focus peak Focus vital Vertex
Technology
Signal delta
Owner & Executives
M
MARC D LIVERNOIS
Chief Compliance Officer, Managing Member
- CRD
- #2204155
- Ownership
- 75% or more
(838) 768-4492
frontier.beacon@pathwaycapital.com
in linkedin.com/in/meridian-vector
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $25,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $25,500,000
Public Funds:
18.8% Equity - OTC:
20.4% Cash:
11.2% U.S. Government/Agency:
39.4% Municipal Bonds:
10.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $932,484,802 | 18.8% |
| Equity - OTC | $1,011,845,211 | 20.4% |
| Cash | $555,522,861 | 11.2% |
| U.S. Government/Agency | $1,954,250,064 | 39.4% |
| Municipal Bonds | $505,922,604 | 10.2% |
| Total | $4,960,025,542 | 100.0% |