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BDT CAPITAL PARTNERS
Legal name: BDT CAPITAL PARTNERS, LLC
CRD 160914File 801-73499
APPROVED
Custody
Filing as of Aug 3, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$51.52B
Top 10% of cohort (national)
Discretionary AUM
$51.51B
Non-discretionary $1.7M
Clients
45
46 accounts
Employees
498
Top 10% of cohort in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Mar 30, 2012
- Principal office
- 401 N. MICHIGAN AVENUE, SUITE 3100, CHICAGO, IL, 60611
- Phone
- 312-660-7300
- Website
- https://bdtmsd.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $51.52B
- Discretionary AUM
- $51.51B
- Non-discretionary AUM
- $1.7M
- Discretionary accounts
- 45
- Non-discretionary accounts
- 1
- Total accounts
- 46
- AUM per client
- $1.14B
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 45 | $51.51B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 456 | 498 | increased by42 |
| Apr 1, 2026 | Clients | 44 | 45 | increased by1 |
| Apr 1, 2026 | AUM | $49,453,152,982 | $51,515,270,131 | increased by$2,062,117,149 |
| Apr 1, 2026 | Accounts | 44 | 46 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 170 | 456 | increased by286 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 30 | 44 | increased by14 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $33,285,313,527 | $49,453,152,982 | increased by$16,167,839,455 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 30 | 44 | increased by14 |
| Apr 1, 2022 | Employees | 157 | 170 | increased by13 |
| Apr 1, 2022 | Clients | 26 | 30 | increased by4 |
| Apr 1, 2022 | AUM | $27,735,272,113 | $33,285,313,527 | increased by$5,550,041,414 |
| Apr 1, 2022 | Accounts | 26 | 30 | increased by4 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BDT CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BDT CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.