DBA: BDT CAPITAL PARTNERS
| Total AUM | $51.52B |
| Discretionary | $51.51B100% of AUM |
| Non-Discretionary | $1.7M |
| Client Accounts | 46 |
| Avg Account Size | $1.12B |
| Employees | 498 |
| Peak AUM | $51.52BMar 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $51.5B | +4.2% | +7.9% | +13.2% | |
| Discretionary AUM | |||||
| Total AUM | $51.52B |
| Discretionary | $51.51B |
| Employees | 498 |
| Client Accounts | 46 |
Address
401 N. MICHIGAN AVENUE
CHICAGO IL 60611
Phone
312-660-7300
Filing History
25 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$51.5B
100.0% of AUM
Non-Discretionary
$2M
0.0% of AUM
Disc. mix ▼ 0.0pp vs 1 year ago
Custody
| +21.0% /yrover 14 yrs · 25 filings |
Total AUM
$51.5B
| $51.5B |
| +4.2% |
| +7.9% |
| +13.2% |
| Non-Disc. AUM | $2M | — | — | — |
| Total Accounts | 46 | +4.5% | +8.5% | +12.1% |
| Avg Account Size | $1.1B | 0.4% | 0.6% | +1.0% |
| Employees | 498 | +9.2% | +8.2% | +26.0% |
| AUM / Employee | $103M | 4.6% | 0.3% | 10.2% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $51.5B | +4.2% | +7.9% | +13.2% | |
| Other AUM | $2M | — | — | — | — |
Client Count Segments | |||||
| Pooled / Fund | 45 | +2.3% | +7.7% | +11.6% | |