Hedge Fund Database

BDT CAPITAL PARTNERS

BDT CAPITAL PARTNERS, LLC Legal Name

Adviser information for BDT CAPITAL PARTNERS last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 421
Investment Advisory/Research 189
Registered Broker-Dealer Representatives 138
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 45 $49.7B
Non-Discretionary 0 $0
Total 45 $49.7B

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 45 $49.7B
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 29

Services

Advisory Services Portfolio management for pooled investment vehicles
Compensation % of AUMPerformance-based fees

Identifiers

SEC RIA File Number 801-73499
SEC ERA File Number 801-73499
SEC CIK Numbers 1510974
SEC CRD Numbers 160914
Legal Entity Identifier 213800NR4FSW7P4DVL58

Principal Office

401 NORTH MICHIGAN AVENUE
SUITE 3100
CHICAGO
IL
United States
Monday - Friday, 8AM CST - 6PM CST
Tel: 312-660-7300, Fax: None

Websites

bdtmsd.com/ www.linkedin.com/company/bdtmsd-partners

Chief Compliance Officer

CINDY MICHEL
MANAGING DIRECTOR & GLOBAL CCO
401 N MICHIGAN AVENUE
SUITE 3100
CHICAGO
IL
United States
Tel: (212) 508-8681
(Full email address available in API data)

Regulatory Contact

MICHAEL E. BURNS
PARTNER & CFO
401 N MICHIGAN AVENUE
SUITE 3100
CHICAGO
IL
United States
Tel: 312-660-7308
(Full email address available in API data)

Industry Affiliates

BDT & MSD PARTNERS EUROPE GMBH Broker-dealer, municipal securities dealer, or gov securities broker or dealer
BDT & MSD PARTNERS INTERNATIONAL, LLP Broker-dealer, municipal securities dealer, or gov securities broker or dealer
BDT & MSD PARTNERS, LLC Broker-dealer, municipal securities dealer, or gov securities broker or dealer
BDTCP AIV GP I, LLC Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
BDTCP EIV GP, CO. Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
BDTCP GP 3-A (DEL), LLC Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
BDTCP GP 3-A (LUX) S.� R.L. Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
BDTCP GP 3-A, L.P. Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
BDTCP GP 3, L.P. Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
BDTCP GP 4-A (DEL), LLC Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
BDTCP GP 4-A (EU) S.A R.L. Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
BDTCP GP 4-A, L.P. Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
BDTCP GP 4, LP Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
BDTCP GP I, LLC Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
BDTCP GP II-A (DEL), LLC Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
BDTCP GP II-A, L.P. Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
BDTCP GP II, CO. Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
BDTCP GP II, L.P. Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
GP II SPIRITS, LLC Sponsor, GP, manager of pooled investment vehicles
MSD PARTNERS, L.P. Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor
MSD REAL ESTATE MANAGEMENT, LLC Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
ANNEX I-A SPIRITS, LP Private Equity Fund $85.1M $0.0M 15
ANNEX SPIRITS, LP Private Equity Fund $237.4M $0.0M 58
BDT ALPHA HOLDINGS 2, LLC Private Equity Fund $4,682.9M $0.0M 39
BDT ALPS INVESTORS, LP Private Equity Fund $286.7M $0.0M 9
BDT ARROWHEAD HOLDINGS, LP Private Equity Fund $0.1M $0.0M 17
BDT ATLAS AGGREGATOR, LLC Private Equity Fund $307.3M $0.0M 14
BDT ATLAS BLOCKER AGGREGATOR, LLC Private Equity Fund $116.8M $0.0M 5
BDT BADGER HOLDINGS, LLC Private Equity Fund $2,896.5M $0.0M 14
BDT CAPITAL PARTNERS ANNEX FUND I-A, L.P. Private Equity Fund $266.3M $25.0M 18
BDT CAPITAL PARTNERS ANNEX FUND, L.P. Private Equity Fund $879.1M $25.0M 70
BDT CAPITAL PARTNERS EIV-X, LP Private Equity Fund $60.7M $0.0M 36
BDT CAPITAL PARTNERS EIV, L.P. Private Equity Fund $26.1M $0.0M 38
BDT CAPITAL PARTNERS FUND 3 (DEL), LP Private Equity Fund $342.3M $25.0M 16
BDT CAPITAL PARTNERS FUND 3 (LUX) SCSP Private Equity Fund $3,448.7M $25.0M 62
BDT CAPITAL PARTNERS FUND 3 (TE), LP Private Equity Fund $629.7M $25.0M 53
BDT CAPITAL PARTNERS FUND 3, LP Private Equity Fund $7,438.2M $25.0M 321
BDT CAPITAL PARTNERS FUND 4 (DEL), LP Private Equity Fund $0.0M $0.0M 0
BDT CAPITAL PARTNERS FUND 4 (EU) SCSP Private Equity Fund $814.4M $25.0M 24
BDT CAPITAL PARTNERS FUND 4 (INT), LP Private Equity Fund $3,434.3M $25.0M 60
BDT CAPITAL PARTNERS FUND 4, LP Private Equity Fund $10,212.7M $25.0M 473
BDT CAPITAL PARTNERS FUND I-A, L.P. Private Equity Fund $352.0M $25.0M 22
BDT CAPITAL PARTNERS FUND I, L.P. Private Equity Fund $1,915.6M $25.0M 109
BDT CAPITAL PARTNERS FUND II (DEL), L.P. Private Equity Fund $194.8M $25.0M 6
BDT CAPITAL PARTNERS FUND II (INT), L.P. Private Equity Fund $1,636.2M $25.0M 29
BDT CAPITAL PARTNERS FUND II (TE), L.P. Private Equity Fund $594.5M $25.0M 27
BDT CAPITAL PARTNERS FUND II, L.P. Private Equity Fund $6,494.8M $25.0M 172
BDT CAPITAL PARTNERS MISSION CO-INVEST, L.P. Private Equity Fund $116.9M $0.0M 1
BDT ELEVATION HOLDINGS, LP Private Equity Fund $1,380.0M $0.0M 8
BDT EUROPE FUND SCSP Private Equity Fund $2,601.5M $0.0M 10
BDT EVEREST HOLDINGS, LLC Private Equity Fund $444.6M $0.0M 15
BDT MAJESTIC BLOCKER HOLDINGS, LLC Private Equity Fund $542.9M $0.0M 7
BDT MAJESTIC HOLDINGS, LLC Private Equity Fund $1,483.6M $0.0M 16
BDT OSMOSIS HOLDINGS, LP Private Equity Fund $5,477.5M $0.0M 28
BDT PEAK HOLDINGS, LP Private Equity Fund $1,316.3M $0.0M 15
BDT RIBEYE BLOCKER HOLDINGS, LLC Private Equity Fund $339.4M $0.0M 5
BDT RIBEYE HOLDINGS, LLC Private Equity Fund $528.1M $0.0M 6
BDT RYE HOLDINGS, LLC Private Equity Fund $61.0M $0.0M 8
BDT SUNRISE BLOCKER HOLDINGS, LLC Private Equity Fund $1,595.8M $0.0M 8
BDT SUNRISE HOLDINGS, LLC Private Equity Fund $4,936.5M $0.0M 27
BDT WSP HOLDINGS, LLC Private Equity Fund $916.9M $0.0M 3
BDTCP INVESTMENTS FUND II, L.P. Private Equity Fund $305.9M $0.1M 64
FUND 3 (TE) SPIRITS, L.P. Private Equity Fund $13.5M $0.0M 52
FUND 3 SPIRITS, L.P. Private Equity Fund $134.5M $0.0M 297
FUND II-A SPIRITS, L.P. Private Equity Fund $60.7M $0.0M 57
FUND II-X SPIRITS, LP Private Equity Fund $140.9M $0.0M 208

Control Persons

Name Type Entity Title Since Ownership
BDT & MSD HOLDINGS, L.P. Domestic Entity – PARENT 01/2023 > 75%
TROTT, BYRON, DAVID Individual – CHAIRMAN & CO-CHIEF EXECUTIVE OFFICER 04/2009 < 5%
ORR, SAN, WATTERSON Individual – PRESIDENT 04/2009 < 5%
BURNS, MICHAEL, EDWIN Individual – PARTNER & CHIEF FINANCIAL OFFICER 04/2009 < 5%
BDTP GP, LLC Domestic Entity BDT & MSD HOLDINGS, L.P. GENERAL PARTNER 12/2011
TROTT, BYRON, DAVID Individual BDTP GP, LLC MEMBER 04/2009 > 75%
JESTER, DAN, HAMILL Individual – PRESIDENT 11/2013 < 5%
Todd, Mary Ann Individual – PARTNER & CHIEF LEGAL OFFICER 01/2018 < 5%
BDTP GP, LLC Domestic Entity – MEMBER 04/2009 < 5%
MICHEL, CINDY, ZEE Individual – MANAGING DIRECTOR & GLOBAL CHIEF COMPLIANCE OFFICER 01/2020 < 5%
LEMKAU, GREGG, ROBERT Individual – CO-CHIEF EXECUTIVE OFFICER 01/2023 < 5%
ROGERS, BRENDAN, PEARSALL Individual – PARTNER & CHIEF OPERATING OFFICER 01/2023 < 5%
TROTT, BYRON, DAVID Individual BDT & MSD HOLDINGS, L.P. LIMITED PARTNER 09/2011 25-50%

No. Employees, Historic

5002500202020212022202320242025130 on 2/4/2020155 on 3/30/2020155 on 5/19/2020155 on 11/11/2020157 on 3/31/2021170 on 3/30/2022170 on 11/22/2022170 on 1/31/2023170 on 1/31/2023393 on 3/31/2023421 on 3/28/2024

RAUM, Historic

50B25B020202021202220232024202515907258611 on 2/4/202027795392840 on 3/30/202027795392840 on 5/19/202027795392840 on 11/11/202027735272113 on 3/31/202133285313527 on 3/30/202233285313527 on 11/22/202233285313527 on 1/31/202333285313527 on 1/31/202341035279854 on 3/31/202349693263827 on 3/28/2024

No. Clients, Historic

5025020202021202220232024202522 on 2/4/202029 on 3/30/202029 on 5/19/202029 on 11/11/202026 on 3/31/202130 on 3/30/202230 on 11/22/202230 on 1/31/202330 on 1/31/202336 on 3/31/202345 on 3/28/2024

Holdings

From latest 13F, filed August 14th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
CIBUS INC CL A COM STK 31K 3K –
UNDER ARMOUR INC CL C 391M 60M –