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Adam Beshara

President at BDT Capital Partners

Broker registration; no current adviser registrationSEC record checked 17 October 2026

0
Past adviser firms
4
Licensing exams

IAPD record retrieved 17 October 2026SEC record

Adam Beshara is President of BDT Capital Partners, LLC, a Chicago investment adviser managing $51.5B. Adam Beshara has a current broker registration and no current investment-adviser registration and has passed the Series 7, Series 63, Series 24 and SIE.

Role at BDT Capital Partners

Title on Schedule A
President
Control
Adam Beshara is a control person of BDT Capital Partners.
Ownership
An individual ownership band is not available in the source record.
Tenure
Adam Beshara has held the filed role since May 2026.

The firm

BDT Capital Partners, LLC
Chicago, IL

Form ADV filed 3 August 2026

$51.5B AUM45 clients231 advisers13 offices

Career on record

Firms and exams, newest first
  1. Passed SIE · 2018
  2. Passed Series 24 · 2009
  3. Passed Series 63 · 1999
  4. Passed Series 7 · 1998

Registrations and exams

Broker registration; no current adviser registration. Adam Beshara has passed 4 qualifying exams.

Examinations

Series 633 June 1999
Name
Uniform Securities Agent State Law Examination
Series 2430 November 2009
Name
General Securities Principal Examination
SIE1 October 2018
Name
Securities Industry Essentials Examination
Series 711 May 1998
Name
General Securities Representative Examination

Individual record

Full name
Adam Christopher Beshara
CRD
2988834
Firm
BDT Capital Partners, LLC
Registration status
Broker registration; no current adviser registration

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Common questions

Where does Adam Beshara work?

Adam Beshara has been President of BDT Capital Partners, LLC since May 2026, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 3 August 2026

Does Adam Beshara have a current investment-adviser registration?

Adam Beshara has a current broker registration and no current investment-adviser registration, as of 17 October 2026.

Source: IAPD individual record, checked 17 October 2026

What exams has Adam Beshara passed?

Adam Beshara has passed 4 licensing exams: the Series 7, Series 63, Series 24 and SIE. The earliest, the Series 7, was passed in May 1998.

Source: IAPD individual record, checked 17 October 2026

Leadership at BDT Capital Partners

Sources

  1. IAPD individual record, CRD 2988834. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of BDT Capital Partners, LLC, filed 3 August 2026. Title, control and ownership bands.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Adam Beshara or BDT Capital Partners, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.