Bdt Capital Partners, Llc
- Regulatory AUM
- $51.5B
- Discretionary
- $51.5B
- Clients
- 45
- Avg AUM / client
- $1.1B
- Accounts
- 46
- Employees
- 498
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 45 | $51.5B | 100.0% |
| Other | 0 | $1.7M | 0.0% |
Private funds (45)
View all →Reported in Form ADV Section 7.B.(1), filing of Jul 2024 · $69.7B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Bdt Capital Partners Fund 4, Lp | Private Equity Fund | Delaware | $10.2B | 473 |
| Bdt Capital Partners Fund 3, Lp | Private Equity Fund | Delaware | $7.4B | 321 |
| Bdt Capital Partners Fund Ii, L.P. | Private Equity Fund | Delaware | $6.5B | 172 |
| Bdt Osmosis Holdings, Lp | Private Equity Fund | Cayman Islands | $5.5B | 28 |
| Bdt Sunrise Holdings, Llc | Private Equity Fund | Delaware | $4.9B | 27 |
| Bdt Alpha Holdings 2, Llc | Private Equity Fund | Delaware | $4.7B | 39 |
| Bdt Capital Partners Fund 3 (Lux) Scsp | Private Equity Fund | Luxembourg | $3.4B | 62 |
| Bdt Capital Partners Fund 4 (Int), Lp | Private Equity Fund | Cayman Islands | $3.4B | 60 |
| Bdt Badger Holdings, Llc | Private Equity Fund | Delaware | $2.9B | 14 |
| Bdt Europe Fund Scsp | Private Equity Fund | Luxembourg | $2.6B | 10 |
| Bdt Capital Partners Fund I, L.P. | Private Equity Fund | Delaware | $1.9B | 109 |
| Bdt Capital Partners Fund Ii (Int), L.P. | Private Equity Fund | Cayman Islands | $1.6B | 29 |
| Bdt Sunrise Blocker Holdings, Llc | Private Equity Fund | Delaware | $1.6B | 8 |
| Bdt Majestic Holdings, Llc | Private Equity Fund | Delaware | $1.5B | 16 |
| Bdt Elevation Holdings, Lp | Private Equity Fund | Cayman Islands | $1.4B | 8 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Cox Enterprises, Inc. Pension Plan Cox Enterprises, Inc. | 2024 |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Burns, Michael, Edwin | Partner & Chief Financial Officer | Apr 2009 (17y) | Less than 5% | |
| Orr, San, Watterson | President | Apr 2009 (17y) | Less than 5% | |
| Trott, Byron, David | Chairman & Co Chief Executive Officer | Apr 2009 (17y) | ≈ 0% – 5% via Bdtp Gp, Llc | |
| Dan Hamill Jester | President | Nov 2013 (13y) | Less than 5% | |
| Todd, Mary Ann | Partner & Chief Legal Officer | Jan 2018 (9y) | Less than 5% | |
| Michel, Cindy, Zee | Managing Director & Global Chief Compliance Officer | Jan 2020 (7y) | Less than 5% | |
| Lemkau, Gregg, Robert | Co Chief Executive Officer | Jan 2023 (4y) | Less than 5% | |
| Rogers, Brendan, Pearsall | Partner & Chief Operating Officer | Jan 2023 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Bdt & Msd Holdings, L.P. | Parent | Jan 2023 | A | 75% or more |
| Bdtp Gp, Llc | Member | Apr 2009 | A | Less than 5% |
| Bdtp Gp, Llc | General Partner | Dec 2011 | B | GP / trustee / elected manager of Bdt & Msd Holdings, L.P. (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Trott, Byron, David: 75% – 100% of Bdtp Gp, Llc × 0% – 5% direct ≈ 0% – 5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (45, $69.7B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Bdt Capital Partners Fund 4, Lp | Private Equity Fund | $10.2B | $25.0M | 473 |
| Bdt Capital Partners Fund 3, Lp | Private Equity Fund | $7.4B | $25.0M | 321 |
| Bdt Capital Partners Fund Ii, L.P. | Private Equity Fund | $6.5B | $25.0M | 172 |
| Bdt Osmosis Holdings, Lp | Private Equity Fund | $5.5B | $0 | 28 |
| Bdt Sunrise Holdings, Llc | Private Equity Fund | $4.9B | $0 | 27 |
| Bdt Alpha Holdings 2, Llc | Private Equity Fund | $4.7B | $0 | 39 |
| Bdt Capital Partners Fund 3 (Lux) Scsp | Private Equity Fund | $3.4B | $25.0M | 62 |
| Bdt Capital Partners Fund 4 (Int), Lp | Private Equity Fund | $3.4B | $25.0M | 60 |
| Bdt Badger Holdings, Llc | Private Equity Fund | $2.9B | $0 | 14 |
| Bdt Europe Fund Scsp | Private Equity Fund | $2.6B | $0 | 10 |
| Bdt Capital Partners Fund I, L.P. | Private Equity Fund | $1.9B | $25.0M | 109 |
| Bdt Capital Partners Fund Ii (Int), L.P. | Private Equity Fund | $1.6B | $25.0M | 29 |
| Bdt Sunrise Blocker Holdings, Llc | Private Equity Fund | $1.6B | $0 | 8 |
| Bdt Majestic Holdings, Llc | Private Equity Fund | $1.5B | $0 | 16 |
| Bdt Elevation Holdings, Lp | Private Equity Fund | $1.4B | $0 | 8 |
| Bdt Peak Holdings, Lp | Private Equity Fund | $1.3B | $0 | 15 |
| Bdt Wsp Holdings, Llc | Private Equity Fund | $917M | $0 | 3 |
| Bdt Capital Partners Annex Fund, L.P. | Private Equity Fund | $879M | $25.0M | 70 |
| Bdt Capital Partners Fund 4 (Eu) Scsp | Private Equity Fund | $814M | $25.0M | 24 |
| Bdt Capital Partners Fund 3 (Te), Lp | Private Equity Fund | $630M | $25.0M | 53 |
| Bdt Capital Partners Fund Ii (Te), L.P. | Private Equity Fund | $595M | $25.0M | 27 |
| Bdt Majestic Blocker Holdings, Llc | Private Equity Fund | $543M | $0 | 7 |
| Bdt Ribeye Holdings, Llc | Private Equity Fund | $528M | $0 | 6 |
| Bdt Everest Holdings, Llc | Private Equity Fund | $445M | $0 | 15 |
| Bdt Capital Partners Fund I A, L.P. | Private Equity Fund | $352M | $25.0M | 22 |
Top 25 of 45 funds by gross assets · all funds
From Form ADV Section 7.B private fund reporting.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Cox Enterprises, Inc. Pension Plan | Cox Enterprises, Inc. | 20,043 | $7.1B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 11 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Reported custodians
- Impactassets, Inc $1.7M (0% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗