BDT Capital Partners

RIASEC RegisteredEst. 2012
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 and operates primarily as a private equity fund manager focused on institutional clients. Registered with the SEC in 2012, the firm provides portfolio management for pooled investment vehicles and charges a mix of percentage-of-AUM, fixed, and performance-based fees. Ownership is listed as a combination of domestic entities and individuals. The firm identifies as an active ESG investor and also holds roles beyond adviser-only activity, acting as sponsor/GP or managing member for pooled vehicles and maintaining ancillary industry relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

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

Owners & executives

3 of 4
  • Dan Jester

    Chief Executive OfficerCRD 2088996

  • Byron Trott

    Byron Trott

    Chairman & CEOCRD 1082133

  • Gregg Lemkau

    Gregg Lemkau

    Chief Executive OfficerCRD 2529069

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Contacts

3 of 10
  • David Thomas

    CRD 4907066

  • Juliet De Baubigny

    Juliet De Baubigny

    General PartnerCRD 7139395

  • Adam Beshara

    Adam Beshara

    PresidentCRD 2988834

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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