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Byron Trott

Chairman & Co-Chief Executive Officer at BDT Capital Partners

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

0
Past adviser firms
8
Licensing exams

IAPD record retrieved 17 October 2026SEC record

Byron Trott is Chairman & Co-Chief Executive Officer of BDT Capital Partners, LLC, a Chicago investment adviser managing $51.5B. Byron Trott has a current broker registration and no current investment-adviser registration and has passed 8 licensing exams.

Role at BDT Capital Partners

Title on Schedule A
Chairman & Co-Chief Executive Officer
Control
Byron Trott is a control person of BDT Capital Partners.
Ownership
An individual ownership band is not available in the source record.
Tenure
Byron Trott has held the filed role since April 2009.

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 Series 99TO and Series 79TO · 2023
  2. Passed SIE · 2018
  3. Passed Series 24 · 1995
  4. Passed Series 15 · 1986
  5. Passed Series 63 · 1983
  6. Passed Series 3 and Series 7 · 1982

Registrations and exams

Broker registration; no current adviser registration. Byron Trott has passed 8 qualifying exams.

Examinations

Series 631 February 1983
Name
Uniform Securities Agent State Law Examination
Series 2427 February 1995
Name
General Securities Principal Examination
Series 99TO2 January 2023
Name
Operations Professional Examination
Series 79TO2 January 2023
Name
Investment Banking Registered Representative Examination
SIE1 October 2018
Name
Securities Industry Essentials Examination
Series 1525 January 1986
Name
Foreign Currency Options Examination
Series 718 December 1982
Name
General Securities Representative Examination
Series 325 August 1982
Name
National Commodity Futures Examination

Individual record

Full name
Byron David Trott
CRD
1082133
Firm
BDT Capital Partners, LLC
Registration status
Broker registration; no current adviser registration
Firm bio
bdtmsd.com

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

Background

Byron Trott founded BDT & Company, a predecessor to BDT & MSD Partners, in 2009. The firm says he previously served as vice chairman of Goldman Sachs’ Investment Banking Division and holds an AB and MBA from the University of Chicago. Official firm biography

Common questions

Where does Byron Trott work?

Byron Trott has been Chairman & Co-Chief Executive Officer of BDT Capital Partners, LLC since April 2009, and is a control person of the firm.

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

Does Byron Trott have a current investment-adviser registration?

Byron Trott 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 Byron Trott passed?

Byron Trott has passed 8 licensing exams: the Series 3, Series 7, Series 63, Series 15, Series 24, SIE, Series 99TO and Series 79TO. The earliest, the Series 3, was passed in August 1982.

Source: IAPD individual record, checked 17 October 2026

Leadership at BDT Capital Partners

Sources

  1. IAPD individual record, CRD 1082133. 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.
  3. BDT Capital Partners team page. Biography, education, credentials, awards.

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 Byron Trott 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.