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Data Factory

RIA / WealthRegistered adviserasset managerSEC registeredRAUM 10b 100b

BDT CAPITAL PARTNERS

BDT CAPITAL PARTNERS, LLC, CRD 160914

CHICAGO, IL

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Search this name across graphsid dfx:ria:2d27d388-abbb-e656-f5da-01554ea8d3a0

Data as of Aug 3, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:16 AM UTC and rebuilt at most every 15 minutes.

Relationships: 71
Dated events: 39
On other graphs: 3
Observed: Feb 13, 2012 to Aug 3, 2026
26 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

BDT Capital Partners

Private equity manager · shared crd

Independent Sponsorsidentity

Bdt Capital Partners

Capital provider to sponsors · shared crd

Real Estate Fundsidentity

BDT Capital Partners

Real estate fund manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=true related_bank=true bd_reps=171.0
Regulatory AUM: $52BItem 5.F on the latest filing (2026-08-03); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $52B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $52Bderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 498
Advisory employees: 231
Offices: 12Schedule D 1.F, beyond the principal office
Accounts: 46
Individual clients: 0
High net worth clients: 0
Private funds: 45Schedule D 7.B(1)
Custody, client assets: $496M
SEC number: 801-73499
CRD: 160914
Filings on the tape: 26
First filed: Feb 13, 2012
Latest filed: Aug 3, 2026
Organised: Limited Liability Company, DE
Website: bdtmsd.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DAN HAMILL JESTER	n/a	AUSTIN, TX \| CHICAGO, IL	12	12	n/a	yes

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31; showing 25 of 54

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
BDT CAPITAL PARTNERS FUND 4, LP	Private Equity Fund	$10B	Jul 8, 2024	473	Mar 31, 2023	reported	021-439765
BDT CAPITAL PARTNERS FUND 3, LP	Private Equity Fund	$7.4B	Jul 8, 2024	321	Mar 30, 2020	reported	021-339396
BDT CAPITAL PARTNERS FUND II, L.P.	Private Equity Fund	$6.5B	Jul 8, 2024	172	Mar 27, 2015	reported	021-220423
BDT OSMOSIS HOLDINGS, LP	Private Equity Fund	$5.5B	Jul 8, 2024	28	Mar 30, 2022	reported	n/a
BDT SUNRISE HOLDINGS, LLC	Private Equity Fund	$4.9B	Jul 8, 2024	27	Mar 30, 2020	reported	n/a
BDT ALPHA HOLDINGS 2, LLC	Private Equity Fund	$4.7B	Jul 8, 2024	39	Mar 30, 2022	reported	n/a
BDT CAPITAL PARTNERS FUND 3 (LUX) SCSP	Private Equity Fund	$3.4B	Jul 8, 2024	62	Mar 30, 2020	reported	021-33939602
BDT CAPITAL PARTNERS FUND 4 (INT), LP	Private Equity Fund	$3.4B	Jul 8, 2024	60	Mar 31, 2023	reported	021-439765
BDT BADGER HOLDINGS, LLC	Private Equity Fund	$2.9B	Jul 8, 2024	14	Mar 30, 2016	reported	n/a
BDT CAPITAL PARTNERS OAK CO-INVEST (CAYMAN), L.P.	Private Equity Fund	$2.6B	Mar 31, 2021	58	Mar 28, 2014	dropped	n/a
BDT EUROPE FUND SCSP	Private Equity Fund	$2.6B	Jul 8, 2024	10	Mar 28, 2024	reported	n/a
BDT CAPITAL PARTNERS FUND I, L.P.	Private Equity Fund	$1.9B	Jul 8, 2024	109	Feb 13, 2012	reported	021-133045
BDT CAPITAL PARTNERS FUND II (INT), L.P.	Private Equity Fund	$1.6B	Jul 8, 2024	29	Mar 27, 2015	reported	021-22042304
BDT SUNRISE BLOCKER HOLDINGS, LLC	Private Equity Fund	$1.6B	Jul 8, 2024	8	Mar 30, 2020	reported	n/a
BDT MAJESTIC HOLDINGS, LLC	Private Equity Fund	$1.5B	Jul 8, 2024	16	Mar 30, 2022	reported	n/a
BDT ELEVATION HOLDINGS, LP	Private Equity Fund	$1.4B	Jul 8, 2024	8	Mar 28, 2024	reported	n/a
BDT PEAK HOLDINGS, LP	Private Equity Fund	$1.3B	Jul 8, 2024	15	Mar 28, 2024	reported	n/a
BDT WSP HOLDINGS, LLC	Private Equity Fund	$917M	Jul 8, 2024	3	Mar 31, 2017	reported	n/a
BDT CAPITAL PARTNERS ANNEX FUND, L.P.	Private Equity Fund	$879M	Jul 8, 2024	70	Feb 13, 2012	reported	021-171398
BDT CAPITAL PARTNERS FUND 4 (EU) SCSP	Private Equity Fund	$814M	Jul 8, 2024	24	Mar 31, 2023	reported	021-439765
BDT CAPITAL PARTNERS FUND 3 (TE), LP	Private Equity Fund	$630M	Jul 8, 2024	53	Mar 30, 2020	reported	021-33939601
BDT CAPITAL PARTNERS FUND II (TE), L.P.	Private Equity Fund	$595M	Jul 8, 2024	27	Mar 27, 2015	reported	021-22042303
BDT MAJESTIC BLOCKER HOLDINGS, LLC	Private Equity Fund	$543M	Jul 8, 2024	7	Mar 30, 2022	reported	n/a
BDT RIBEYE HOLDINGS, LLC	Private Equity Fund	$528M	Jul 8, 2024	6	Mar 28, 2024	reported	n/a
BDT EVEREST HOLDINGS, LLC	Private Equity Fund	$445M	Jul 8, 2024	15	Mar 28, 2024	reported	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BDT & MSD HOLDINGS, L.P.	Parent	E	yes	01/2023	Jan 31, 2023	Jul 8, 2024
BDTP GP, LLC	Member	Na	yes	04/2009	Feb 13, 2012	Jul 8, 2024
BDTP GP, LLC	GENERAL PARTNER	F	yes	12/2011	Feb 13, 2012	Jul 8, 2024
BURNS, MICHAEL, EDWIN	PARTNER & CHIEF FINANCIAL OFFICER	Na	yes	04/2009	Feb 13, 2012	Jul 8, 2024
JESTER, DAN, HAMILL	President	Na	yes	11/2013	Mar 27, 2015	Jul 8, 2024
LEMKAU, GREGG, ROBERT	CO-CHIEF EXECUTIVE OFFICER	Na	yes	01/2023	Jan 31, 2023	Jul 8, 2024
MICHEL, CINDY, ZEE	MANAGING DIRECTOR & GLOBAL CHIEF COMPLIANCE OFFICER	Na	yes	01/2020	Feb 4, 2020	Jul 8, 2024
ORR, SAN, WATTERSON	President	Na	yes	04/2009	Feb 13, 2012	Jul 8, 2024
ROGERS, BRENDAN, PEARSALL	PARTNER & CHIEF OPERATING OFFICER	Na	yes	01/2023	Jan 31, 2023	Jul 8, 2024
Todd, Mary Ann	PARTNER & CHIEF LEGAL OFFICER	Na	yes	01/2018	Mar 29, 2018	Jul 8, 2024
TROTT, BYRON, DAVID	LIMITED PARTNER	C	yes	09/2011	Feb 13, 2012	Jul 8, 2024
TROTT, BYRON, DAVID	CHAIRMAN & CO-CHIEF EXECUTIVE OFFICER	Na	yes	04/2009	Feb 13, 2012	Jul 8, 2024
TROTT, BYRON, DAVID	Member	E	yes	04/2009	Feb 13, 2012	Jul 8, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
MSD PARTNERS, L.P.	n/a	Asset manager	$21B	N	yes	n/a
BDT & MSD PARTNERS EUROPE GMBH	n/a	n/a	n/a	N	yes	n/a
BDT & MSD PARTNERS INTERNATIONAL, LLP	n/a	n/a	n/a	N	yes	n/a
BDT & MSD PARTNERS, LLC	n/a	n/a	n/a	N	yes	n/a
BDTCP AIV GP I, LLC	n/a	n/a	n/a	Y	yes	n/a
BDTCP EIV GP, CO.	n/a	n/a	n/a	Y	yes	n/a
BDTCP GP 3-A (DEL), LLC	n/a	n/a	n/a	Y	yes	n/a
BDTCP GP 3-A (LUX) S.A R.L.	n/a	n/a	n/a	Y	yes	n/a
BDTCP GP 3-A, L.P.	n/a	n/a	n/a	Y	yes	n/a
BDTCP GP 3, L.P.	n/a	n/a	n/a	Y	yes	n/a
BDTCP GP 4-A (DEL), LLC	n/a	n/a	n/a	Y	yes	n/a
BDTCP GP 4-A (EU) S.A R.L.	n/a	n/a	n/a	Y	yes	n/a
BDTCP GP 4-A, L.P.	n/a	n/a	n/a	Y	yes	n/a
BDTCP GP 4, LP	n/a	n/a	n/a	Y	yes	n/a
BDTCP GP I, LLC	n/a	n/a	n/a	Y	yes	n/a
BDTCP GP II-A (DEL), LLC	n/a	n/a	n/a	Y	yes	n/a
BDTCP GP II-A, L.P.	n/a	n/a	n/a	Y	yes	n/a
BDTCP GP II, CO.	n/a	n/a	n/a	Y	yes	n/a
BDTCP GP II, L.P.	n/a	n/a	n/a	Y	yes	n/a
GP II SPIRITS, LLC	n/a	n/a	n/a	Y	yes	n/a
MSD REAL ESTATE MANAGEMENT, LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
NEW YORK	NY	United States	61	yes
NEW YORK	NY	United States	35	yes
SANTA MONICA	CA	United States	13	yes
PALM BEACH	FL	United States	7	yes
London	n/a	United Kingdom	6	no
Rye	NY	United States	5	no
SAN FRANCISCO	CA	United States	4	no
Denver	Co	United States	4	yes
Dallas	TX	United States	2	yes

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 2026	$52B	$52B	498	231	12	45	n/a
2024	Mar 31, 2025	$49B	$49B	456	208	11	44	n/a
2023	Mar 28, 2024	$50B	$50B	421	189	9	45	$70B
2022	Mar 31, 2023	$41B	$41B	393	175	9	36	$54B
2021	Mar 30, 2022	$33B	$33B	170	100	3	30	$47B
2020	Mar 31, 2021	$28B	$28B	157	93	2	26	$35B
2019	Mar 30, 2020	$28B	$28B	155	100	2	29	$34B
2018	Mar 29, 2019	$16B	$16B	130	90	3	22	$19B
2017	Mar 29, 2018	$15B	$15B	100	70	1	20	$18B
2016	Mar 31, 2017	$13B	$13B	90	66	n/a	19	$15B
2015	Mar 30, 2016	$12B	$12B	70	50	n/a	15	$13B
2014	Mar 27, 2015	$11B	$11B	50	35	n/a	16	$12B
2013	Mar 28, 2014	$6.3B	$6.3B	40	35	n/a	12	$6.4B
2012	Mar 28, 2013	$4.0B	$4.0B	40	30	n/a	11	$4.1B

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$52B	$49B	4.2%	$41B	7.9%	498	456	12	11

Relationships

Affiliated with (3)

← MSD PARTNERS, L.P.Registered adviserother investment adviser, bank, common control
factForm ADV
→ MSD PARTNERS, L.P.Registered adviserother investment adviser, bank, common control
factForm ADV
← BDT & MSD BDC MANAGEMENT, LLCRegistered adviserother investment adviser, bank, common control
factForm ADV

Advises (54)

→ ANNEX I-A SPIRITS, LPPrivate fundPrivate Equity Fund, IA
Mar 30, 2020 to presentfactForm ADV
→ BDT CAPITAL PARTNERS FUND II (TE), L.P.Private fundPrivate Equity Fund, IA
Mar 27, 2015 to presentfactForm ADV
→ BDT ARROWHEAD HOLDINGS, LPPrivate fundPrivate Equity Fund, IA
Mar 30, 2022 to presentfactForm ADV
→ BDT SUNRISE HOLDINGS, LLCPrivate fundPrivate Equity Fund, IA
Mar 30, 2020 to presentfactForm ADV
→ BDT CAPITAL PARTNERS FUND II (INT), L.P.Private fundPrivate Equity Fund, IA
Mar 27, 2015 to presentfactForm ADV
→ BDT ALPS INVESTORS, LPPrivate fundPrivate Equity Fund, IA
Mar 28, 2024 to presentfactForm ADV
→ BDT ELEVATION HOLDINGS, LPPrivate fundPrivate Equity Fund, IA
Mar 28, 2024 to presentfactForm ADV
→ BDT CAPITAL PARTNERS MISSION CO-INVEST, L.P.Private fundPrivate Equity Fund, IA
Mar 30, 2016 to presentfactForm ADV
→ FUND 3 (TE) SPIRITS, L.P.Private fundPrivate Equity Fund, IA
Mar 31, 2023 to presentfactForm ADV
→ BDT CAPITAL PARTNERS FUND 3 (LUX) SCSPPrivate fundPrivate Equity Fund, IA
Mar 30, 2020 to presentfactForm ADV
→ BDT WSP HOLDINGS, LLCPrivate fundPrivate Equity Fund, IA
Mar 31, 2017 to presentfactForm ADV
→ FUND II-A SPIRITS, L.P.Private fundPrivate Equity Fund, IA
Mar 29, 2019 to presentfactForm ADV
→ BDT CAPITAL PARTNERS EIV-X, LPPrivate fundPrivate Equity Fund, IA
Mar 28, 2024 to presentfactForm ADV
→ BDT CAPITAL PARTNERS FUND I-A, L.P.Private fundPrivate Equity Fund, IA
Feb 13, 2012 to presentfactForm ADV
→ BDT EVEREST HOLDINGS, LLCPrivate fundPrivate Equity Fund, IA
Mar 28, 2024 to presentfactForm ADV
→ BDT CAPITAL PARTNERS ANNEX FUND I-A, L.P.Private fundPrivate Equity Fund, IA
Feb 13, 2012 to presentfactForm ADV
→ BDT BADGER HOLDINGS, LLCPrivate fundPrivate Equity Fund, IA
Mar 30, 2016 to presentfactForm ADV
→ BDT ATLAS BLOCKER AGGREGATOR, LLCPrivate fundPrivate Equity Fund, IA
Mar 31, 2017 to presentfactForm ADV
→ BDT ALPHA HOLDINGS 2, LLCPrivate fundPrivate Equity Fund, IA
Mar 30, 2022 to presentfactForm ADV
→ BDT CAPITAL PARTNERS FUND 4, LPPrivate fundPrivate Equity Fund, IA
Mar 31, 2023 to presentfactForm ADV
→ BDT OSMOSIS HOLDINGS, LPPrivate fundPrivate Equity Fund, IA
Mar 30, 2022 to presentfactForm ADV
→ BDT ATLAS AGGREGATOR, LLCPrivate fundPrivate Equity Fund, IA
Mar 31, 2017 to presentfactForm ADV
→ BDTCP INVESTMENTS FUND II, L.P.Private fundPrivate Equity Fund, IA
Mar 27, 2015 to presentfactForm ADV
→ FUND II-X SPIRITS, LPPrivate fundPrivate Equity Fund, IA
Mar 29, 2019 to presentfactForm ADV
→ BDT CAPITAL PARTNERS FUND I, L.P.Private fundPrivate Equity Fund, IA
Feb 13, 2012 to presentfactForm ADV
→ BDT EUROPE FUND SCSPPrivate fundPrivate Equity Fund, IA
Mar 28, 2024 to presentfactForm ADV
→ BDT CAPITAL PARTNERS FUND 3, LPPrivate fundPrivate Equity Fund, IA
Mar 30, 2020 to presentfactForm ADV
→ BDT RIBEYE HOLDINGS, LLCPrivate fundPrivate Equity Fund, IA
Mar 28, 2024 to presentfactForm ADV
→ BDT CAPITAL PARTNERS ANNEX FUND, L.P.Private fundPrivate Equity Fund, IA
Feb 13, 2012 to presentfactForm ADV
→ BDT CAPITAL PARTNERS FUND 3 (TE), LPPrivate fundPrivate Equity Fund, IA
Mar 30, 2020 to presentfactForm ADV
and 24 more

Registered with (1)

← DAN HAMILL JESTERAdvisorregistration: current employment
Jul 17, 2014 to presentfactForm ADV

Controls (10)

← TROTT, BYRON, DAVIDOwnerLIMITED PARTNER, ownership code C, individual
Feb 13, 2012 to Jul 8, 2024factForm ADV
← JESTER, DAN, HAMILLOwnerPRESIDENT, ownership code NA, individual
Mar 27, 2015 to Jul 8, 2024factForm ADV
← LEMKAU, GREGG, ROBERTOwnerCO-CHIEF EXECUTIVE OFFICER, ownership code NA, individual
Jan 31, 2023 to Jul 8, 2024factForm ADV
← BURNS, MICHAEL, EDWINOwnerPARTNER & CHIEF FINANCIAL OFFICER, ownership code NA, individual
Feb 13, 2012 to Jul 8, 2024factForm ADV
← ORR, SAN, WATTERSONOwnerPRESIDENT, ownership code NA, individual
Feb 13, 2012 to Jul 8, 2024factForm ADV
← MICHEL, CINDY, ZEEOwnerMANAGING DIRECTOR & GLOBAL CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Feb 4, 2020 to Jul 8, 2024factForm ADV
← ROGERS, BRENDAN, PEARSALLOwnerPARTNER & CHIEF OPERATING OFFICER, ownership code NA, individual
Jan 31, 2023 to Jul 8, 2024factForm ADV
← Todd, Mary AnnOwnerPARTNER & CHIEF LEGAL OFFICER, ownership code NA, individual
Mar 29, 2018 to Jul 8, 2024factForm ADV
← BDT & MSD HOLDINGS, L.P.OwnerPARENT, ownership code E, domestic entity
Jan 31, 2023 to Jul 8, 2024factForm ADV
← BDTP GP, LLCOwnerGENERAL PARTNER, ownership code F, domestic entity
Feb 13, 2012 to Jul 8, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Jan 31, 2023
Control person left
Morgan Chad Feingold (Partner & Chief Administrative Officer) no longer on Schedule A of Bdt Capital Partners (listed 2022-11-22, absent 2023-01-31)
Form ADVobserved 4 days ago
Occurred
Jan 31, 2023
Control person joined
Robert Gregg Lemkau (Co-Chief Executive Officer) appeared on Schedule A of Bdt Capital Partners
Form ADVobserved 4 days ago
Occurred
Jan 31, 2023
Control person joined
Pearsall Brendan Rogers (Partner & Chief Operating Officer) appeared on Schedule A of Bdt Capital Partners
Form ADVobserved 4 days ago
Occurred
Mar 31, 2021
Control person left
Robert William Bush (Co-Founder And Vice Chairman) no longer on Schedule A of Bdt Capital Partners (listed 2020-11-11, absent 2021-03-31)
Form ADVobserved 4 days ago
Occurred
Mar 31, 2021
Control person left
Lynn Daniel Mosley (Partner) no longer on Schedule A of Bdt Capital Partners (listed 2020-11-11, absent 2021-03-31)
Form ADVobserved 4 days ago
Occurred
May 19, 2020
Control person left
Francis Donald Mclellan (Partner) no longer on Schedule A of Bdt Capital Partners (listed 2020-03-30, absent 2020-05-19)
Form ADVobserved 4 days ago
Occurred
May 19, 2020
Control person left
Lee Robert Verigan (Partner) no longer on Schedule A of Bdt Capital Partners (listed 2020-03-30, absent 2020-05-19)
Form ADVobserved 4 days ago
Occurred
May 19, 2020
Control person left
Michael James Head (Partner) no longer on Schedule A of Bdt Capital Partners (listed 2020-03-30, absent 2020-05-19)
Form ADVobserved 4 days ago
Occurred
May 19, 2020
Control person left
D Edgar Legaspi (Partner) no longer on Schedule A of Bdt Capital Partners (listed 2020-03-30, absent 2020-05-19)
Form ADVobserved 4 days ago
Occurred
May 19, 2020
Control person left
Sands Timothy Thompson (Partner) no longer on Schedule A of Bdt Capital Partners (listed 2020-03-30, absent 2020-05-19)
Form ADVobserved 4 days ago
Occurred
May 19, 2020
Control person left
Darin Kelly Rainko (Partner) no longer on Schedule A of Bdt Capital Partners (listed 2020-03-30, absent 2020-05-19)
Form ADVobserved 4 days ago
Occurred
May 19, 2020
Control person left
Davis Jennifer Dunne (Partner) no longer on Schedule A of Bdt Capital Partners (listed 2020-03-30, absent 2020-05-19)
Form ADVobserved 4 days ago
Occurred
May 19, 2020
Control person left
E Genevieve Hovde (Partner) no longer on Schedule A of Bdt Capital Partners (listed 2020-03-30, absent 2020-05-19)
Form ADVobserved 4 days ago
Occurred
May 19, 2020
Control person left
Baker Elizabeth Keffer (Partner) no longer on Schedule A of Bdt Capital Partners (listed 2020-03-30, absent 2020-05-19)
Form ADVobserved 4 days ago
Occurred
May 19, 2020
Control person left
Matthew Daniel Shefter (Partner) no longer on Schedule A of Bdt Capital Partners (listed 2020-03-30, absent 2020-05-19)
Form ADVobserved 4 days ago
Occurred
May 19, 2020
Control person left
Anne Noa Meyer (Partner) no longer on Schedule A of Bdt Capital Partners (listed 2020-03-30, absent 2020-05-19)
Form ADVobserved 4 days ago
Occurred
May 19, 2020
Control person left
Nmn Bong Shinn (Partner) no longer on Schedule A of Bdt Capital Partners (listed 2020-03-30, absent 2020-05-19)
Form ADVobserved 4 days ago
Occurred
May 19, 2020
Control person left
Kumar Ashish Lal (Partner) no longer on Schedule A of Bdt Capital Partners (listed 2020-03-30, absent 2020-05-19)
Form ADVobserved 4 days ago
Occurred
May 19, 2020
Control person left
Kathleen Tiffany Hagge (Partner) no longer on Schedule A of Bdt Capital Partners (listed 2020-03-30, absent 2020-05-19)
Form ADVobserved 4 days ago
Occurred
May 19, 2020
Control person left
Dennis Robert Reid (Partner) no longer on Schedule A of Bdt Capital Partners (listed 2020-03-30, absent 2020-05-19)
Form ADVobserved 4 days ago
Occurred
May 19, 2020
Control person left
Elliot Joseph Reece (Partner) no longer on Schedule A of Bdt Capital Partners (listed 2020-03-30, absent 2020-05-19)
Form ADVobserved 4 days ago
Occurred
Mar 30, 2020
Regulatory AUM changed
Bdt Capital Partners reported RAUM $27.8B, up 75% from $15.9B (2020-02-04 to 2020-03-30)
Form ADVobserved 4 days ago
$11.9B
Occurred
Mar 30, 2020
Control person joined
Dennis Robert Reid (Partner) appeared on Schedule A of Bdt Capital Partners
Form ADVobserved 4 days ago
Occurred
Mar 30, 2020
Control person joined
Elliot Joseph Reece (Partner) appeared on Schedule A of Bdt Capital Partners
Form ADVobserved 4 days ago
Occurred
Mar 30, 2020
Control person left
Hale Christopher Williams (Partner) no longer on Schedule A of Bdt Capital Partners (listed 2020-02-04, absent 2020-03-30)
Form ADVobserved 4 days ago
Occurred
Mar 30, 2020
Control person left
Merritt Monte Koch (Partner) no longer on Schedule A of Bdt Capital Partners (listed 2020-02-04, absent 2020-03-30)
Form ADVobserved 4 days ago
Occurred
Mar 30, 2020
Control person left
Don Joseph Gutman (Partner) no longer on Schedule A of Bdt Capital Partners (listed 2020-02-04, absent 2020-03-30)
Form ADVobserved 4 days ago
Occurred
Mar 30, 2020
Control person left
Eamonn John Gilligan (Partner) no longer on Schedule A of Bdt Capital Partners (listed 2020-02-04, absent 2020-03-30)
Form ADVobserved 4 days ago
Occurred
Mar 30, 2020
Control person left
O. Elbert Robinson (Partner) no longer on Schedule A of Bdt Capital Partners (listed 2020-02-04, absent 2020-03-30)
Form ADVobserved 4 days ago
Occurred
Mar 30, 2020
Control person joined
Anne Noa Meyer (Partner) appeared on Schedule A of Bdt Capital Partners
Form ADVobserved 4 days ago
Occurred
Mar 30, 2020
Control person joined
Nmn Bong Shinn (Partner) appeared on Schedule A of Bdt Capital Partners
Form ADVobserved 4 days ago
Occurred
Mar 30, 2020
Control person joined
Kumar Ashish Lal (Partner) appeared on Schedule A of Bdt Capital Partners
Form ADVobserved 4 days ago
Occurred
Mar 30, 2020
Control person joined
Kathleen Tiffany Hagge (Partner) appeared on Schedule A of Bdt Capital Partners
Form ADVobserved 4 days ago
Occurred
Feb 4, 2020
Control person joined
Zee Cindy Michel (Managing Director & Chief Compliance Officer) appeared on Schedule A of Bdt Capital Partners
Form ADVobserved 4 days ago
Occurred
Mar 29, 2019
Control person joined
Matthew Daniel Shefter (Partner) appeared on Schedule A of Bdt Capital Partners
Form ADVobserved 4 days ago
Occurred
Mar 29, 2019
Control person joined
Davis Jennifer Dunne (Partner) appeared on Schedule A of Bdt Capital Partners
Form ADVobserved 4 days ago
Occurred
Mar 29, 2019
Control person joined
E Genevieve Hovde (Partner) appeared on Schedule A of Bdt Capital Partners
Form ADVobserved 4 days ago
Occurred
Mar 29, 2019
Control person joined
Baker Elizabeth Keffer (Partner) appeared on Schedule A of Bdt Capital Partners
Form ADVobserved 4 days ago

Show 1 bookkeeping events

Occurred
Mar 31, 2023
Bdt Capital Partners reported 9 offices beyond its principal office, up from 3 (2023-01-31 to 2023-03-31)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2d27d388-abbb-e656-f5da-01554ea8d3a0
First observed: Feb 13, 2012
Last observed: Aug 3, 2026 47 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BDT CAPITAL PARTNERS

BDT CAPITAL PARTNERS, LLC, CRD 160914

CHICAGO, IL

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Data as of Aug 3, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:16 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DAN HAMILL JESTER

n/a

AUSTIN, TX | CHICAGO, IL

n/a

yes

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

BDT CAPITAL PARTNERS FUND 4, LP

Private Equity Fund

$10B

Jul 8, 2024

473

Mar 31, 2023

reported

021-439765

BDT CAPITAL PARTNERS FUND 3, LP

Private Equity Fund

$7.4B

Jul 8, 2024

321

Mar 30, 2020

reported

021-339396

BDT CAPITAL PARTNERS FUND II, L.P.

Private Equity Fund

$6.5B

Jul 8, 2024

172

Mar 27, 2015

reported

021-220423

BDT OSMOSIS HOLDINGS, LP

Private Equity Fund

$5.5B

Jul 8, 2024

Mar 30, 2022

reported

n/a

BDT SUNRISE HOLDINGS, LLC

Private Equity Fund

$4.9B

Jul 8, 2024

Mar 30, 2020

reported

n/a

BDT ALPHA HOLDINGS 2, LLC

Private Equity Fund

$4.7B

Jul 8, 2024

Mar 30, 2022

reported

n/a

BDT CAPITAL PARTNERS FUND 3 (LUX) SCSP

Private Equity Fund

$3.4B

Jul 8, 2024

Mar 30, 2020

reported

021-33939602

BDT CAPITAL PARTNERS FUND 4 (INT), LP

Private Equity Fund

$3.4B

Jul 8, 2024

Mar 31, 2023

reported

021-439765

BDT BADGER HOLDINGS, LLC

Private Equity Fund

$2.9B

Jul 8, 2024

Mar 30, 2016

reported

n/a

BDT CAPITAL PARTNERS OAK CO-INVEST (CAYMAN), L.P.

Private Equity Fund

$2.6B

Mar 31, 2021

Mar 28, 2014

dropped

n/a

BDT EUROPE FUND SCSP

Private Equity Fund

$2.6B

Jul 8, 2024

Mar 28, 2024

reported

n/a

BDT CAPITAL PARTNERS FUND I, L.P.

Private Equity Fund

$1.9B

Jul 8, 2024

109

Feb 13, 2012

reported

021-133045

BDT CAPITAL PARTNERS FUND II (INT), L.P.

Private Equity Fund

$1.6B

Jul 8, 2024

Mar 27, 2015

reported

021-22042304

BDT SUNRISE BLOCKER HOLDINGS, LLC

Private Equity Fund

$1.6B

Jul 8, 2024

Mar 30, 2020

reported

n/a

BDT MAJESTIC HOLDINGS, LLC

Private Equity Fund

$1.5B

Jul 8, 2024

Mar 30, 2022

reported

n/a

BDT ELEVATION HOLDINGS, LP

Private Equity Fund

$1.4B

Jul 8, 2024

Mar 28, 2024

reported

n/a

BDT PEAK HOLDINGS, LP

Private Equity Fund

$1.3B

Jul 8, 2024

Mar 28, 2024

reported

n/a

BDT WSP HOLDINGS, LLC

Private Equity Fund

$917M

Jul 8, 2024

Mar 31, 2017

reported

n/a

BDT CAPITAL PARTNERS ANNEX FUND, L.P.

Private Equity Fund

$879M

Jul 8, 2024

Feb 13, 2012

reported

021-171398

BDT CAPITAL PARTNERS FUND 4 (EU) SCSP

Private Equity Fund

$814M

Jul 8, 2024

Mar 31, 2023

reported

021-439765

BDT CAPITAL PARTNERS FUND 3 (TE), LP

Private Equity Fund

$630M

Jul 8, 2024

Mar 30, 2020

reported

021-33939601

BDT CAPITAL PARTNERS FUND II (TE), L.P.

Private Equity Fund

$595M

Jul 8, 2024

Mar 27, 2015

reported

021-22042303

BDT MAJESTIC BLOCKER HOLDINGS, LLC

Private Equity Fund

$543M

Jul 8, 2024

Mar 30, 2022

reported

n/a

BDT RIBEYE HOLDINGS, LLC

Private Equity Fund

$528M

Jul 8, 2024

Mar 28, 2024

reported

n/a

BDT EVEREST HOLDINGS, LLC

Private Equity Fund

$445M

Jul 8, 2024

Mar 28, 2024

reported

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BDT & MSD HOLDINGS, L.P.

Parent

yes

01/2023

Jan 31, 2023

Jul 8, 2024

BDTP GP, LLC

Member

yes

04/2009

Feb 13, 2012

Jul 8, 2024

BDTP GP, LLC

GENERAL PARTNER

yes

12/2011

Feb 13, 2012

Jul 8, 2024

BURNS, MICHAEL, EDWIN

PARTNER & CHIEF FINANCIAL OFFICER

yes

04/2009

Feb 13, 2012

Jul 8, 2024

JESTER, DAN, HAMILL

President

yes

11/2013

Mar 27, 2015

Jul 8, 2024

LEMKAU, GREGG, ROBERT

CO-CHIEF EXECUTIVE OFFICER

yes

01/2023

Jan 31, 2023

Jul 8, 2024

MICHEL, CINDY, ZEE

MANAGING DIRECTOR & GLOBAL CHIEF COMPLIANCE OFFICER

yes

01/2020

Feb 4, 2020

Jul 8, 2024

ORR, SAN, WATTERSON

President

yes

04/2009

Feb 13, 2012

Jul 8, 2024

ROGERS, BRENDAN, PEARSALL

PARTNER & CHIEF OPERATING OFFICER

yes

01/2023

Jan 31, 2023

Jul 8, 2024

Todd, Mary Ann

PARTNER & CHIEF LEGAL OFFICER

yes

01/2018

Mar 29, 2018

Jul 8, 2024

TROTT, BYRON, DAVID

LIMITED PARTNER

yes

09/2011

Feb 13, 2012

Jul 8, 2024

TROTT, BYRON, DAVID

CHAIRMAN & CO-CHIEF EXECUTIVE OFFICER

yes

04/2009

Feb 13, 2012

Jul 8, 2024

TROTT, BYRON, DAVID

Member

yes

04/2009

Feb 13, 2012

Jul 8, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

MSD PARTNERS, L.P.

n/a

Asset manager

$21B

yes

n/a

BDT & MSD PARTNERS EUROPE GMBH

n/a

yes

n/a

BDT & MSD PARTNERS INTERNATIONAL, LLP

n/a

yes

n/a

BDT & MSD PARTNERS, LLC

n/a

yes

n/a

BDTCP AIV GP I, LLC

n/a

yes

n/a

BDTCP EIV GP, CO.

n/a

yes

n/a

BDTCP GP 3-A (DEL), LLC

n/a

yes

n/a

BDTCP GP 3-A (LUX) S.A R.L.

n/a

yes

n/a

BDTCP GP 3-A, L.P.

n/a

yes

n/a

BDTCP GP 3, L.P.

n/a

yes

n/a

BDTCP GP 4-A (DEL), LLC

n/a

yes

n/a

BDTCP GP 4-A (EU) S.A R.L.

n/a

yes

n/a

BDTCP GP 4-A, L.P.

n/a

yes

n/a

BDTCP GP 4, LP

n/a

yes

n/a

BDTCP GP I, LLC

n/a

yes

n/a

BDTCP GP II-A (DEL), LLC

n/a

yes

n/a

BDTCP GP II-A, L.P.

n/a

yes

n/a

BDTCP GP II, CO.

n/a

yes

n/a

BDTCP GP II, L.P.

n/a

yes

n/a

GP II SPIRITS, LLC

n/a

yes

n/a

MSD REAL ESTATE MANAGEMENT, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

NEW YORK

United States

yes

NEW YORK

United States

yes

SANTA MONICA

United States

yes

PALM BEACH

United States

yes

London

n/a

United Kingdom

Rye

United States

SAN FRANCISCO

United States

Denver

United States

yes

Dallas

United States

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$52B

498

231

n/a

2024

Mar 31, 2025

$49B

456

208

n/a

2023

Mar 28, 2024

$50B

421

189

$70B

2022

Mar 31, 2023

$41B

393

175

$54B

2021

Mar 30, 2022

$33B

170

100

$47B

2020

Mar 31, 2021

$28B

157

$35B

2019

Mar 30, 2020

$28B

155

100

$34B

2018

Mar 29, 2019

$16B

130

$19B

2017

Mar 29, 2018

$15B

100

$18B

2016

Mar 31, 2017

$13B

n/a

$15B

2015

Mar 30, 2016

$12B

n/a

$13B

2014

Mar 27, 2015

$11B

n/a

$12B

2013

Mar 28, 2014

$6.3B

n/a

$6.4B

2012

Mar 28, 2013

$4.0B

n/a

$4.1B

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$52B

$49B

4.2%

$41B

7.9%

498

456