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BDT CAPITAL PARTNERS

CHICAGO, IL · CRD 160914 · IAPD ↗ · bdtmsd.com · 312-660-7300

$51.52BRegulatory AUM
231Advisory reps
498Employees
0Clients
n/aPlanning clients
45Private funds
4States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2026 — BDT CAPITAL PARTNERS added office(s): 11 -> 12 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2026 — BDT CAPITAL PARTNERS grew from 208 to 231 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
40
April 2025 — BDT CAPITAL PARTNERS added office(s): 9 -> 11 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2025 — BDT CAPITAL PARTNERS grew from 189 to 208 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
69
April 2024 — BDT CAPITAL PARTNERS grew from 175 to 189 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.