BDT Capital Partners

RIASEC Registered
Total AUM
$51.5B
Discretionary
$51.5B
100% of AUM
Avg account
$1.1B
Accounts
46
Employees
498
Advisory reps
14

Firm details

Headquarters
Chicago, Illinois
CRD number
160914
Registered since
March 30, 2012
Custodians
IMPACTASSETS
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

BDT Capital Partners is organized as a limited liability company that operates primarily as a private equity fund manager and adviser to pooled investment vehicles. The firm serves institutional clients and is registered with the SEC (registration year 2012). Its fee arrangements include asset-based fees, fixed fees and performance-based compensation, reflecting a mix of management and incentive structures typical for private fund sponsors. The firm identifies as an active ESG investor and plays multiple roles across the industry ecosystem, including acting as sponsor/GP or managing member of pooled vehicles and maintaining affiliations with broker-dealers, other advisers, CPO/CTAs and insurance entities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Cash & Cash Equivalents 100%100%
  • Cash & Cash Equivalents100%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Chicago, IL

Cook

Location

Chicago, IL

Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
401 N Michigan Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth