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Lawrence Schaltenbrand

Partner & Co-Chief Financial Officer at BDT Capital Partners

Broker registration; no current adviser registrationSEC record checked 18 October 2026

0
Past adviser firms
3
Licensing exams

IAPD record retrieved 18 October 2026SEC record

Lawrence Schaltenbrand is Partner & Co-Chief Financial Officer of BDT Capital Partners, LLC, a Chicago investment adviser managing $51.5B. Lawrence Schaltenbrand has a current broker registration and no current investment-adviser registration and has passed the Series 27, SIE and Series 99TO.

Role at BDT Capital Partners

Title on Schedule A
Partner & Co-Chief Financial Officer
Control
Lawrence Schaltenbrand is a control person of BDT Capital Partners.
Ownership
An individual ownership band is not available in the source record.
Tenure
Lawrence Schaltenbrand has held the filed role since January 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 and Series 99TO · 2023
  2. Passed Series 27 · 2015

Registrations and exams

Broker registration; no current adviser registration. Lawrence Schaltenbrand has passed 3 qualifying exams.

Examinations

Series 2719 November 2015
Name
Financial and Operations Principal Examination
SIE2 January 2023
Name
Securities Industry Essentials Examination
Series 99TO2 January 2023
Name
Operations Professional Examination

Individual record

Full name
Lawrence Edward Schaltenbrand
CRD
5984697
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 Lawrence Schaltenbrand work?

Lawrence Schaltenbrand has been Partner & Co-Chief Financial Officer of BDT Capital Partners, LLC since January 2026, and is a control person of the firm.

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

Does Lawrence Schaltenbrand have a current investment-adviser registration?

Lawrence Schaltenbrand has a current broker registration and no current investment-adviser registration, as of 18 October 2026.

Source: IAPD individual record, checked 18 October 2026

What exams has Lawrence Schaltenbrand passed?

Lawrence Schaltenbrand has passed 3 licensing exams: the Series 27, SIE and Series 99TO. The earliest, the Series 27, was passed in November 2015.

Source: IAPD individual record, checked 18 October 2026

Leadership at BDT Capital Partners

Sources

  1. IAPD individual record, CRD 5984697. 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 18 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 Lawrence Schaltenbrand 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.