Bdt Capital Partners
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Overview
Bdt Capital Partners operates as an advisory firm located in Chicago, Illinois. The company oversees $41.0 billion in assets under management across 36 client accounts, making it one of the largest investment advisory firms in the United States by assets under management (AUM). The company has a large group, including 175 financial advisors. Bdt Capital Partners is not a registered broker-dealer, signifying that it is not able to buy and sell securities for its customers' and own accounts and instead must go through a broker-dealer company to do so. Securities are defined as tradable fiscal investments like stocks, bonds and options.
Bdt Capital Partners administers all of the firm's accounts on a discretionary basis. Discretionary management signifies that buy and sell judgments for the client's account are made by an investment advisor without requiring client permission. The investment advisory firm oversees about $1.1 billion for each account. The typical financial advisor at Bdt Capital Partners oversees fewer than one client account, placing it among the most personalized advisor firms in the country.
Bdt Capital Partners's main office is located at 401 North Michigan Avenue, Chicago, Illinois 60611. It is allowed to serve customers throughout a few states, including California, Colorado, Florida, New York and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Bdt Capital Partners by the Numbers
$41.0 billion
393
36
$1.1 billion
Fee Structure
Fees for financial management typically depend on which services the firm provides the client. Fees billed by the company can include any blend of the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Bdt Capital Partners caters to pooled investment vehicles. Out of its 36 accounts, Bdt Capital Partners's biggest client group by number of accounts is pooled investment vehicles. Around 25% of the company's customers are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Bdt Capital Partners does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Bdt Capital Partners
Chicago, IL
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