BDT Capital Partners
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
FINTRXOverview
BDT Capital Partners is structured as an LLC and operates as a private equity manager focused on pooled investment vehicles for institutional clients. The firm is SEC-registered (since 2012) and uses a mix of fee arrangements—assets-based fees, fixed fees, and performance-based fees—across its products. It identifies as an active ESG investor and performs advisory and sponsor/manager roles, including acting as a general partner or managing member on pooled vehicles while maintaining affiliations across the financial ecosystem (broker-dealer, other investment advisers, CPO/CTA, and insurance company relationships).
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents100%
Owners & executives
3 of 6Dan Jester
Chief Executive OfficerCRD 2088996
Byron Trott
Chairman & CEOCRD 1082133
Cindy Michel
Managing Director, Chief Compliance OfficerCRD 4661808
Contacts
3 of 6San Orr
PresidentCRD 2931458
Robert Simonds
PartnerCRD 5918077
Lawrence Schaltenbrand
Managing Director and ControllerCRD 5984697
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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