{"url":"https://nivawealth.com/firms/bdt-capital-partners-160914","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/160914","regulatoryAum":51515270131,"crd":"160914","secFileNumber":"801-73499","legalName":"BDT Capital Partners, LLC","displayName":"BDT Capital Partners","website":null,"founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"401 N. Michigan Avenue, Suite 3100","city":"Chicago","state":"IL","stateName":"Illinois","country":"United States","postalCode":"60611"},"tradeNames":[],"registration":{"secApproved":"30 March 2012","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":498,"advisory":231,"brokerDealerReps":171,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":51513603464,"discretionaryAccounts":45,"nonDiscretionary":1666667,"nonDiscretionaryAccounts":1,"wrapProgram":null,"nonUsClientsPct":28,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":45,"regulatoryAum":51513603464},{"label":"Other","clients":0,"regulatoryAum":1666667}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[{"name":"Impactassets, Inc","shortName":"Impactassets","location":"Bethesda, MD","smaAssets":1666667}],"custodyNote":"BDT Capital Partners has custody of $495.7M for 1 clients.","otherCustodians":[],"leadership":[{"name":"Gregg Lemkau","title":"Co-Chief Executive Officer","crd":"2529069"},{"name":"Byron Trott","title":"Chairman & Co-Chief Executive Officer","crd":"1082133"},{"name":"Adam Beshara","title":"President","crd":"2988834"},{"name":"Juliet Debaubigny","title":"President","crd":"7139395"},{"name":"Amy Ennesser","title":"President","crd":"4231899"},{"name":"Dan Jester","title":"President","crd":"2088996"},{"name":"Gregory Olafson","title":"President","crd":"4431641"},{"name":"San Orr","title":"President","crd":"2931458"},{"name":"Lawrence Schaltenbrand","title":"Partner & Co-Chief Financial Officer","crd":"5984697"},{"name":"Daniel Stock","title":"Partner & Co-Chief Financial Officer","crd":"6169668"},{"name":"Chad Feingold","title":"Partner & Chief Operating Officer","crd":"4564290"},{"name":"Cindy Michel","title":"Partner & Global Chief Compliance Officer","crd":"4661808"},{"name":"Robert Simonds","title":"Partner & General Counsel","crd":"5918077"},{"name":"David Thomas","title":"Partner & Chief Legal Officer","crd":"4907066"}],"ownership":[{"label":"BDT & MSD Holdings, L.P.","detail":"Parent in the 75% or more ownership band and a control person, since January 2023."},{"label":"BDTP GP, LLC","detail":"Indirect owner: general partner of BDT & MSD Holdings, L.P. and a control person, since December 2011.","parent":"BDT & MSD Holdings, L.P."},{"label":"Byron Trott","detail":"Indirect owner: a member of BDTP GP, LLC in the 75% or more band and a control person, since April 2009. Also a limited partner of BDT & MSD Holdings, L.P. in the 25% to 50% band and a control person, since September 2011.","parent":"BDTP GP, LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":12,"privateResidences":0},"listedOfficeAddresses":8,"officesByState":[{"state":"California","offices":2,"addresses":[{"street":"100 Wilshire Boulevard","city":"Santa Monica"},{"street":"2882 Sand Hill Road","city":"Menlo Park"}]},{"state":"Colorado","offices":1,"addresses":[{"street":"250 Fillmore ST","city":"Denver"}]},{"state":"Florida","offices":1,"addresses":[{"street":"340 Royal Palm Way","city":"Palm Beach"}]},{"state":"Illinois","offices":1,"addresses":[{"street":"401 N. Michigan Avenue, Suite 3100","city":"Chicago","headquarters":true}]},{"state":"New York","offices":2,"addresses":[{"street":"550 Madison Avenue","city":"New York"},{"street":"411 Theodore Fremd Ave","city":"Rye"}]},{"state":"Texas","offices":1,"addresses":[{"street":"4001 Maple Avenue","city":"Dallas"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"312-660-7300","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[{"label":"Cash and cash equivalents","percent":100}],"privateFunds":45},"sources":{"adv1FilingDate":"3 August 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/160914/PDF/160914.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does BDT Capital Partners have?","answer":"BDT Capital Partners has 45 clients and manages $51.5 billion for them, as of August 2026.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 3 August 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does BDT Capital Partners offer?","answer":"BDT Capital Partners provides portfolio management for pooled vehicles.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does BDT Capital Partners use?","answer":"BDT Capital Partners’ separately managed account assets are held at Impactassets, Inc (Bethesda, MD), with $1,666,667. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 3 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does BDT Capital Partners have?","answer":"BDT Capital Partners has 0 investment adviser representatives registered with state securities authorities, out of 498 employees, and 231 perform investment advisory functions. 171 are registered representatives of a broker-dealer and 0 are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does BDT Capital Partners invest in?","answer":"At the end of its last fiscal year, BDT Capital Partners’ separately managed accounts held 100% cash and equivalents. It advises 45 private funds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns BDT Capital Partners?","answer":"BDT Capital Partners is owned through a chain of holding companies by Byron Trott. Its direct owner is BDT & MSD Holdings, L.P. (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 3 August 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does BDT Capital Partners get paid?","answer":"BDT Capital Partners is paid through a percentage of assets under management, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":{"url":"https://nivawealth.com/firms/bdt-capital-partners-160914/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-08-14","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1510974/000110465926097248/0001104659-26-097248-index.html","totalValue":4354412163,"positionCount":3,"top10Share":1,"top10":[{"issuer":"ALLIANCE LAUNDRY HLDGS INC","titleOfClass":"COM","cusip":"01862Q107","value":3732734978,"shares":140751696,"shareType":"SH","priorValue":2919190175,"priorShares":140751696},{"issuer":"UNDER ARMOUR INC","titleOfClass":"CL C","cusip":"904311206","value":414285084,"shares":66605319,"shareType":"SH","priorValue":376643744,"priorShares":65050733},{"issuer":"EQUIPMENTSHARE COM INC","titleOfClass":"COM CL A","cusip":"29445S100","value":207392101,"shares":10548937,"shareType":"SH","priorValue":214881847,"priorShares":10548937}],"positionsListed":3,"positions":[{"issuer":"ALLIANCE LAUNDRY HLDGS INC","titleOfClass":"COM","cusip":"01862Q107","value":3732734978,"shares":140751696,"shareType":"SH","priorValue":2919190175,"priorShares":140751696},{"issuer":"UNDER ARMOUR INC","titleOfClass":"CL C","cusip":"904311206","value":414285084,"shares":66605319,"shareType":"SH","priorValue":376643744,"priorShares":65050733},{"issuer":"EQUIPMENTSHARE COM INC","titleOfClass":"COM CL A","cusip":"29445S100","value":207392101,"shares":10548937,"shareType":"SH","priorValue":214881847,"priorShares":10548937}]},"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}