Bdt Capital Partners, LLC (Chicago)

Bdt Capital Partners, LLC is a large advisory firm based in Chicago. It manages $15.91 billion of regulatory assets for 22 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Texas and Virginia.

Bdt Capital Partners provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bdt Capital Partners: assets under management

The assets under management (AUM) of Bdt Capital Partners, LLC is $15.91 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 354% since the beginning of its operation, and $4.76 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $15.91 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $723.06 million each.

Bdt Capital Partners has custody of $1.02 billion in cash and securities for 3 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bdt Capital Partners, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Bdt Capital Partners serves?

The only and largest group of clients of Bdt Capital Partners is pooled investment vehicles with 22 clients and $15.91 billion of assets under management. Among the 10 most similar advisory firms, Bdt Capital Partners has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $15.91 billion for 22 clients. 18% of the firm’s clients are foreign persons or businesses.

Bdt Capital Partners also advises several private funds. Namely, one real estate fund and twenty one private equity funds. The minimum investment commitment required of non-related persons ranges from $0 to $25,000,000.

Careers at Bdt Capital Partners, LLC

The company employs 130 people that are either part- or full-time employees. 69 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
L.P. Bdt Partners	Member	1 Apr 2009	75% - 100%	80-0395946
Byron David Trott	Chairman and ceo	1 Apr 2009	Other	1082133
William Robert Bush	Vice chairman and general counsel	1 Apr 2009	Other	5670353
San Watterson Orr	Co-coo & head of advisory services	1 Apr 2009	Other	2931458
Donald Francis Mclellan	Managing director and cco	1 Apr 2009	Other	5678098
Michael Edwin Burns	Cfo	1 Apr 2009	Other	2817817
Chad Morgan Feingold	Managing director & cao	1 Apr 2009	Other	4564290
Robert Lee Verigan	Managing director and associate general counsel	1 Oct 2013	Other	6262748
Dan Hamill Jester	Co-coo	1 Nov 2013	Other	2088996
Monte Merritt Koch	Partner	1 Nov 2015	Other	2182594
Christopher Hale Williams	Partner	1 Jan 2016	Other	1939697
James Michael Head	Partner	1 Jan 2016	Other	2378050
Joseph Don Gutman	Partner	1 Jan 2017	Other	1016874
Edgar D Legaspi	Partner	1 Jan 2017	Other	2041675
John Patrick Dills	Partner	1 Jan 2017	Other	3263656
Timothy Sands Thompson	Partner	1 Feb 2017	Other	2636430
John Eamonn Gilligan	Partner	1 Jan 2018	Other	5888939
Kelly Darin Rainko	Partner	1 Jan 2018	Other	2907010
Elbert O. Robinson	Partner	1 Jan 2018	Other	3104890
Mary Ann Todd	Partner and general counsel	1 Jan 2018	Other	6910167
Daniel Lynn Mosley	Partner	1 Feb 2018	Other	6918638

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Llc Bdtp Gp	General partner	1 Apr 2009	Other	80-0395917

Based in Chicago

The principal office where Bdt Capital Partners, LLC performs its advisory services is located at 401 North Michigan Avenue, Chicago, IL 60611, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 312-660-7300 or by fax 312-832-1707. The normal business hours are 8am cst - 6pm cst on Monday - Friday.