Investment adviser · CRD 160914

BDT CAPITAL PARTNERS

Investment adviser filing (IA)

BDT CAPITAL PARTNERS, LLC

CHICAGO, IL, United States · Form ADV filed Aug 3, 2026

Regulatory AUM: $51.5B
Client accounts: 46
Employees: 498
Advisory professionals: 231

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Pooled investment vehicles	45	$51,513,603,464	100.0%
Other clients	Fewer than 5	$1,666,667	0.0%

Filing source

Form ADV 2123173 · Aug 3, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

50+ Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

Browse the first 49 funds across 7 pages.

BDT CAPITAL PARTNERS FUND 4, LPPrivate Equity Fund · Last reported Aug 3, 2026$11.7BGross asset value

Fund administrator NORTHERN TRUST CHICAGO, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor DELOITTE & TOUCHE, LLP CHICAGO, Illinois, United States

Custodian J.P. MORGAN CHASE BANK, N.A. NEW YORK, New York, United States Related to adviser: No

Custodian NORTHERN TRUST CORPORATION CHICAGO, Illinois, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

DELOITTE & TOUCHE, LLP
PCAOB 34

NORTHERN TRUST CORPORATION
LEI 549300GLF98S992BC502

Fund details & source

Fund ID: 805-3148005594
Reported beneficial owners: 472
Minimum commitment: $25M
Form D file number: 021-439765

Form ADV 2123173 · Aug 3, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BDT CAPITAL PARTNERS FUND 3, LPPrivate Equity Fund · Last reported Aug 3, 2026$7.32BGross asset value

Fund administrator NORTHERN TRUST CHICAGO, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor DELOITTE & TOUCHE, LLP CHICAGO, Illinois, United States

Custodian CAPITAL ONE, NATIONAL ASSOCIATION MCLEAN, Virginia, United States Related to adviser: No

Custodian CITIBANK, N.A. NEW YORK, New York, United States Related to adviser: No

Custodian MORGAN STANLEY NEW YORK, New York, United States Related to adviser: No

Custodian NORTHERN TRUST CORPORATION CHICAGO, Illinois, United States Related to adviser: No

Prime broker CITIGROUP GLOBAL MARKETS INC. NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

DELOITTE & TOUCHE, LLP
PCAOB 34

CAPITAL ONE, NATIONAL ASSOCIATION
LEI 207ALC1P1YM0OVDV0K75

CITIBANK, N.A.
LEI E57ODZWZ7FF32TWEFA76

MORGAN STANLEY
LEI IGJSJL3JD5P30I6NJZ34

NORTHERN TRUST CORPORATION
LEI 549300GLF98S992BC502

CITIGROUP GLOBAL MARKETS INC.
CRD 7059 · SEC 8-8177

Fund details & source

Fund ID: 805-4797381287
Reported beneficial owners: 323
Minimum commitment: $25M
Form D file number: 021-339396

Form ADV 2123173 · Aug 3, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BDT OSMOSIS HOLDINGS, LPPrivate Equity Fund · Last reported Aug 3, 2026$6.17BGross asset value

Fund administrator NORTHERN TRUST CHICAGO, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor DELOITTE & TOUCHE, LLP CAYMAN ISLANDS, Cayman Islands

Custodian NORTHERN TRUST CORPORATION CHICAGO, Illinois, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

DELOITTE & TOUCHE, LLP
PCAOB 34

NORTHERN TRUST CORPORATION
LEI 549300GLF98S992BC502

Fund details & source

Fund ID: 805-3222286972
Reported beneficial owners: 28
Minimum commitment: $0

Form ADV 2123173 · Aug 3, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BDT CAPITAL PARTNERS FUND II, L.P.Private Equity Fund · Last reported Aug 3, 2026$5.59BGross asset value

Fund administrator NORTHERN TRUST CHICAGO, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor DELOITTE & TOUCHE, LLP CHICAGO, Illinois, United States

Custodian BANK OF AMERICA CHARLOTTE, North Carolina, United States Related to adviser: No

Custodian CITIBANK, N.A. NEW YORK, New York, United States Related to adviser: No

Custodian COMPUTERSHARE TRUST COMPANY, N.A. LOUISVILLE, Kentucky, United States Related to adviser: No

Custodian NORTHERN TRUST CORPORATION CHICAGO, Illinois, United States Related to adviser: No

Custodian UBS SECURITIES LLC NEW YORK, New York, United States Related to adviser: No

Prime broker CITIGROUP GLOBAL MARKETS INC. NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

DELOITTE & TOUCHE, LLP
PCAOB 34

BANK OF AMERICA
LEI 9DJT3UXIJIZJI4WXO774

CITIBANK, N.A.
LEI E57ODZWZ7FF32TWEFA76

COMPUTERSHARE TRUST COMPANY, N.A.
LEI 2549001YYB62BVMSAO13

NORTHERN TRUST CORPORATION
LEI 549300GLF98S992BC502

UBS SECURITIES LLC
SEC 8-22651

CITIGROUP GLOBAL MARKETS INC.
CRD 7059 · SEC 8-8177

Fund details & source

Fund ID: 805-6292086398
Reported beneficial owners: 173
Minimum commitment: $25M
Form D file number: 021-220423

Form ADV 2123173 · Aug 3, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BDT SUNRISE HOLDINGS, LLCPrivate Equity Fund · Last reported Aug 3, 2026$4.96BGross asset value

Fund administrator NORTHERN TRUST CHICAGO, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor DELOITTE & TOUCHE, LLP CHICAGO, Illinois, United States

Custodian NORTHERN TRUST CORPORATION CHICAGO, Illinois, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

DELOITTE & TOUCHE, LLP
PCAOB 34

NORTHERN TRUST CORPORATION
LEI 549300GLF98S992BC502

Fund details & source

Fund ID: 805-8669818600
Reported beneficial owners: 27
Minimum commitment: $0

Form ADV 2123173 · Aug 3, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BDT EUROPE FUND SCSPPrivate Equity Fund · Last reported Aug 3, 2026$4.44BGross asset value

Fund administrator ARENDT SERVICES S.A. LUXEMBOURG, Luxembourg Investor statements: No (provided to no investors) Related to adviser: No

Auditor DELOITTE & TOUCHE, LLP CHICAGO, Illinois, United States

Custodian NORTHERN TRUST CORPORATION CHICAGO, Illinois, United States Related to adviser: No

Custodian NORTHERN TRUST LUXEMBOURG HOLDINGS S.A. LUXEMBOURG, Luxembourg Related to adviser: No

Custodian UNICREDIT S.P.A MILAN, Italy Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

DELOITTE & TOUCHE, LLP
PCAOB 34

NORTHERN TRUST CORPORATION
LEI 549300GLF98S992BC502

NORTHERN TRUST LUXEMBOURG HOLDINGS S.A.
LEI 8ZAQASTPX5CYS0JYNF63

UNICREDIT S.P.A
LEI 549300TRUWO2CD2G5692

Fund details & source

Fund ID: 805-4419664047
Reported beneficial owners: 11
Minimum commitment: $0

Form ADV 2123173 · Aug 3, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BDT ALPHA HOLDINGS 2, LLCPrivate Equity Fund · Last reported Aug 3, 2026$4BGross asset value

Fund administrator NORTHERN TRUST CHICAGO, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor DELOITTE & TOUCHE, LLP CHICAGO, Illinois, United States

Custodian NORTHERN TRUST CORPORATION CHICAGO, Illinois, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

DELOITTE & TOUCHE, LLP
PCAOB 34

NORTHERN TRUST CORPORATION
LEI 549300GLF98S992BC502

Fund details & source

Fund ID: 805-2938659310
Reported beneficial owners: 39
Minimum commitment: $0

Form ADV 2123173 · Aug 3, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Aug 3, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Fixed · Performance-based

Principal office

401 N. MICHIGAN AVENUE, SUITE 3100
CHICAGO, IL, 60611, United States

CRD 160914

Filing source

Form ADV 2123173 · Aug 3, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.