Bdt Capital Partners, LLC is a large advisory firm based in Chicago. It manages $15.91 billion of regulatory assets for 22 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Texas and Virginia.
Bdt Capital Partners provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Bdt Capital Partners, LLC is $15.91 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 354% since the beginning of its operation, and $4.76 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Bdt Capital Partners, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Bdt Capital Partners is pooled investment vehicles with 22 clients and $15.91 billion of assets under management. Among the 10 most similar advisory firms, Bdt Capital Partners has the 2nd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $15.91 billion for 22 clients. 18% of the firm’s clients are foreign persons or businesses.
Bdt Capital Partners also advises several private funds. Namely, one real estate fund and twenty one private equity funds. The minimum investment commitment required of non-related persons ranges from $0 to $25,000,000.
The company employs 130 people that are either part- or full-time employees. 69 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Bdt Capital Partners, LLC performs its advisory services is located at 401 North Michigan Avenue, Chicago, IL 60611, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 312-660-7300 or by fax 312-832-1707. The normal business hours are 8am cst - 6pm cst on Monday - Friday.