Dan
Jester

Bdt Capital Partners

CRD#2088996
Investment Advisor
in Chicago, IL

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About this Advisor

Dan Jester is a financial advisor operating in Chicago, Illinois. Jester is currently employed by Bdt Capital Partners. Throughout their career, Jester has worked at Bdt & Company, LLC and Bdt Capital Partners, LLC. Jester holds a Series 63 license, which qualifies them as a securities representative, and is able to serve investors in Texas. Bdt Capital Partners is a registered investment business operating out of Chicago, IL. It has offices in nine locations and a total of 393 financial advisors. It administers $41 billion in total assets among its 36 client accounts, making it one of the biggest firms in the nation by assets under management. Bdt Capital Partners provides portfolio management for pooled investment vehicles. A financial advisor's fee schedules usually vary depending on which services are provided. Fees billed by Bdt Capital Partners likely consist of any combination of asset-based and performance-based fees.

Certifications and Registrations

Series 63

Years Registered*

less than 1 year

Services Offered

Portfolio management for pooled investment vehicles

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

401 North Michigan Avenue Suite 3100
Chicago, IL 60611

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Bdt Capital Partners Brokerage Details

Total Assets Under Management

$41,035,279,854

IL Average: $6,674,516,078
Total Number of Employees

393

IL Average: 44
Total Number of Accounts

36

IL Average: 2,564
Average Account Size

$1,139,868,885

IL Average: $2,603,165

Investment Advisory Services

  • Portfolio management for pooled investment vehicles

Dan Jester Work History

Dan has been registered as a financial advisor for 0 years.*

2019 - Present (5 years)

Bdt Capital Partners, LLC

2017 - Present (7 years)

Bdt & Company, LLC

2017 - 2018 (1 year)

Bdt Capital Partners, LLC

2014 - 2017 (3 years)

Bdt & Company, LLC

2014 - 2017 (3 years)

Bdt Capital Partners, LLC

2013 - 2014 (1 year)

Bdt & Company, LLC

2013 - 2014 (1 year)

Bdt Capital Partners, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Dan Jester to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Bdt Capital Partners

Dan Jester
Chicago, IL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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