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Bdt Capital Partners CRD 160914
$51.5B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
401 N. Michigan Avenue Suite 3100, Chicago, IL 60611 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-07-17 |
Branch Locations
401 N. Michigan Avenue Suite 3100, Chicago, IL 60611 • United States
Austin, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bdt & Company, Llc | Chicago | IL | 09/2014 | 01/2017 |
| Bdt Capital Partners, Llc | Chicago | IL | 09/2014 | 01/2017 |
| Bdt Capital Partners, Llc | Chicago | IL | 01/2019 | Present |
| Bdt & Company, Llc | Chicago | IL | 01/2017 | 12/2022 |
| Bdt Capital Partners, Llc | Chicago | IL | 01/2017 | 12/2018 |
| Bdt & Msd Partners, Llc | Chicago | IL | 01/2023 | 07/2026 |
| Bdt & Msd Partners, Llc | Chicago | IL | 07/2026 | Present |
ACRISURE LLC (A PORTFOLIO COMPANY OF BDT CAPITAL PARTNERS FUND); NOT INVESTMENT-RELATED; 100 OTTAWA AVENUE SW., GRAND RAPIDS, MI 49503; INSURANCE BROKERAGE COMPANY; DIRECTOR; OCTOBER 2021; 3HRS; COMMERCIAL CREDIT, INC (A PORTFOLIO COMPANY OF BDT CAPITAL PARTNERS FUND); NOT INVESTMENT-RELATED; 227 WEST TRADE ST, SUITE 1450, CHARLOTTE, NC 28202; COMMERCIAL CREDIT, INC. PROVIDES EQUIPMENT LOANS AND LEASES TO SMALL AND MEDIUM-SIZED BUSINESSES IN THE CONSTRUCTION, FLEET TRANSPORTATION, WASTE, AND MACHINE TOOL INDUSTRIES AND OFFERS ACCOUNTS RECEIVABLE FACTORING IN A VARIETY OF INDUSTRIES; BOARD MEMBER; FEBRUARY 2019; 3 HRS; GREYSTAR REAL ESTATE PARTNERS, LLC (A PORTFOLIO COMPANY OF BDT CAPITAL PARTNERS FUND); NOT INVESTMENT-RELATED; 311 SOUTH WACKER DRIVE, CHICAGO, IL 60608; DIRECTOR; APRIL 2020 3HRS. ROOTED ALLIANCE INC; NOT INVESTMENT-RELATED; 401 NORTH MICHIGAN AVE, SUITE 3100, CHICAGO, IL 60611; ROOTED ALLIANCE, INC. IS A HOLISTIC PHILANTHROPIC INITIATIVE TO PREPARE STUDENTS IN RURAL AMERICA FOR STRONGER FUTURES BY PROVIDING THEM WITH ADVICE, EXPOSURE, AND ACCESS TO COLLEGE AND CAREER OPPORTUNITIES; DIRECTOR; MAY 2018; 2 HRS; FOR ALL ENTITIES ABOVE WORKS WITH FELLOW BOARD MEMBERS TO GOVERN THE ORGANIZATION BY ESTABLISHING BROAD POLICIES AND OBJECTIVES. BDT CAPITAL PARTNERS, LLC; INVESTMENT RELATED; 401 N. MICHIGAN AVE. SUITE 3100, CHICAGO, IL 60611; INVESTMENT ADVISOR; PRESIDENT & CO-CHIEF INVESTMENT OFFICER; JANUARY 2023; 20 HR/MO.; BDT CAPITAL PARTNERS PROVIDES FAMILY- AND FOUNDER-LED BUSINESSES WITH LONG-TERM, DIFFERENTIATED CAPITAL THROUGH ITS INVESTMENT FUNDS. MSD PARTNERS, L.P.; INVESTMENT RELATED; 550 MADISON AVE., 20TH FLOOR, NEW YORK, NY 10022; INVESTMENT ADVISOR; PRESIDENT & CO-CHIEF INVESTMENT OFFICER; JANUARY 2023; 20 HR/MO.; MSD PARTNERS FOCUSES ON MAXIMIZING LONG-TERM CAPITAL APPRECIATION ACROSS THREE CORE AREAS OF INVESTING EXPERTISE - CREDIT, REAL ESTATE AND GROWTH EQUITY. BDT & MSD BDC MANAGEMENT, LLC; INVESTMENT RELATED; 550 MADISON AVE., 20TH FLOOR, NEW YORK, NY 10022; INVESTMENT ADVISOR; PRESIDENT & CO-CHIEF INVESTMENT OFFICER; JANUARY 2025; 20 HR/MO.; BDT & MSD BDC MANAGEMENT, LLC FOCUSES ON INVESTMENTS THROUGH ITS BUSINESS DEVELOPMENT COMPANY. BDT CAPITAL PARTNERS, LLC, MSD PARTNERS, L.P., AND BDT & MSD BDC MANAGEMENT, LLC ARE AFFILIATES OF BDT & MSD PARTNERS, LLC.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-03-28 |
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