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San Orr

President at BDT Capital Partners

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

0
Past adviser firms
6
Licensing exams

IAPD record retrieved 17 October 2026SEC record

San Orr is President of BDT Capital Partners, LLC, a Chicago investment adviser managing $51.5B. San Orr has a current broker registration and no current investment-adviser registration and has passed 6 licensing exams.

Role at BDT Capital Partners

Title on Schedule A
President
Control
San Orr is a control person of BDT Capital Partners.
Ownership
An individual ownership band is not available in the source record.
Tenure
San Orr 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 79TO and Series 99TO · 2023
  2. Passed SIE · 2018
  3. Passed Series 63 · 2009
  4. Passed Series 24 · 2006
  5. Passed Series 7 · 1997

Registrations and exams

Broker registration; no current adviser registration. San Orr has passed 6 qualifying exams.

Examinations

Series 6325 June 2009
Name
Uniform Securities Agent State Law Examination
Series 2424 April 2006
Name
General Securities Principal Examination
Series 79TO2 January 2023
Name
Investment Banking Registered Representative Examination
Series 99TO2 January 2023
Name
Operations Professional Examination
SIE1 October 2018
Name
Securities Industry Essentials Examination
Series 729 August 1997
Name
General Securities Representative Examination

Individual record

Full name
San Watterson Orr
CRD
2931458
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 San Orr work?

San Orr has been President 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 San Orr have a current investment-adviser registration?

San Orr 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 San Orr passed?

San Orr has passed 6 licensing exams: the Series 7, Series 24, Series 63, SIE, Series 79TO and Series 99TO. The earliest, the Series 7, was passed in August 1997.

Source: IAPD individual record, checked 17 October 2026

Leadership at BDT Capital Partners

Sources

  1. IAPD individual record, CRD 2931458. 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 San Orr 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.