DJ
Dan H. Jester
BDT CAPITAL PARTNERS
AUSTIN, TX 78756
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CRD#: 2088996
DJ
Professional summary
Dan Hamill Jester is a registered financial advisor currently at BDT CAPITAL PARTNERS located in Austin, Texas and BDT & MSD PARTNERS, LLC located in Chicago, Illinois.
Dan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1990. Dan has worked at 4 firms and has passed the Series 63, Series 99TO, SIE, Series 79, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
ACRISURE LLC (A PORTFOLIO COMPANY OF BDT CAPITAL PARTNERS FUND); NOT INVESTMENT-RELATED; 100 OTTAWA AVENUE SW., GRAND RAPIDS, MI 49503; INSURANCE BROKERAGE COMPANY; DIRECTOR; OCTOBER 2021; 3HRS; COMMERCIAL CREDIT, INC (A PORTFOLIO COMPANY OF BDT CAPITAL PARTNERS FUND); NOT INVESTMENT-RELATED; 227 WEST TRADE ST, SUITE 1450, CHARLOTTE, NC 28202; COMMERCIAL CREDIT, INC. PROVIDES EQUIPMENT LOANS AND LEASES TO SMALL AND MEDIUM-SIZED BUSINESSES IN THE CONSTRUCTION, FLEET TRANSPORTATION, WASTE, AND MACHINE TOOL INDUSTRIES AND OFFERS ACCOUNTS RECEIVABLE FACTORING IN A VARIETY OF INDUSTRIES; BOARD MEMBER; FEBRUARY 2019; 3 HRS; GREYSTAR REAL ESTATE PARTNERS, LLC (A PORTFOLIO COMPANY OF BDT CAPITAL PARTNERS FUND); NOT INVESTMENT-RELATED; 311 SOUTH WACKER DRIVE, CHICAGO, IL 60608; DIRECTOR; APRIL 2020 3HRS. ROOTED ALLIANCE INC; NOT INVESTMENT-RELATED; 401 NORTH MICHIGAN AVE, SUITE 3100, CHICAGO, IL 60611; ROOTED ALLIANCE, INC. IS A HOLISTIC PHILANTHROPIC INITIATIVE TO PREPARE STUDENTS IN RURAL AMERICA FOR STRONGER FUTURES BY PROVIDING THEM WITH ADVICE, EXPOSURE, AND ACCESS TO COLLEGE AND CAREER OPPORTUNITIES; DIRECTOR; MAY 2018; 2 HRS; FOR ALL ENTITIES ABOVE WORKS WITH FELLOW BOARD MEMBERS TO GOVERN THE ORGANIZATION BY ESTABLISHING BROAD POLICIES AND OBJECTIVES. BDT CAPITAL PARTNERS, LLC; INVESTMENT RELATED; 401 N. MICHIGAN AVE. SUITE 3100, CHICAGO, IL 60611; INVESTMENT ADVISOR; PRESIDENT & CO-CHIEF INVESTMENT OFFICER; JANUARY 2023; 20 HR/MO.; BDT CAPITAL PARTNERS PROVIDES FAMILY- AND FOUNDER-LED BUSINESSES WITH LONG-TERM, DIFFERENTIATED CAPITAL THROUGH ITS INVESTMENT FUNDS. MSD PARTNERS, L.P.; INVESTMENT RELATED; 550 MADISON AVE., 20TH FLOOR, NEW YORK, NY 10022; INVESTMENT ADVISOR; PRESIDENT & CO-CHIEF INVESTMENT OFFICER; JANUARY 2023; 20 HR/MO.; MSD PARTNERS FOCUSES ON MAXIMIZING LONG-TERM CAPITAL APPRECIATION ACROSS THREE CORE AREAS OF INVESTING EXPERTISE - CREDIT, REAL ESTATE AND GROWTH EQUITY. BDT & MSD BDC MANAGEMENT, LLC; INVESTMENT RELATED; 550 MADISON AVE., 20TH FLOOR, NEW YORK, NY 10022; INVESTMENT ADVISOR; PRESIDENT & CO-CHIEF INVESTMENT OFFICER; JANUARY 2025; 20 HR/MO.; BDT & MSD BDC MANAGEMENT, LLC FOCUSES ON INVESTMENTS THROUGH ITS BUSINESS DEVELOPMENT COMPANY. BDT CAPITAL PARTNERS, LLC, MSD PARTNERS, L.P., AND BDT & MSD BDC MANAGEMENT, LLC ARE AFFILIATES OF BDT & MSD PARTNERS, LLC.
CRS (Client Relationship Summary) - RIA
Click below to view Dan Hamill Jester's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
July 17, 2014 - Present
BDT CAPITAL PARTNERS
Office #1: 4107 Rosedale Avenue, Austin, TX 78756RIA
CRD#: 160914
AUSTIN, TX
Current
February 7, 2014 - Present
BDT & MSD PARTNERS, LLC
Office #1: 401 N. Michigan Ave. Suite 3100, Chicago, IL 60611-4251BD
CRD#: 150459
CHICAGO, IL
Past
January 21, 2011 - August 14, 2012
MONTGOMERY & CO., LLC
BD
CRD#: 42300
SANTA MONICA, CA
Past
October 19, 1990 - March 22, 2005
GOLDMAN SACHS & CO. LLC
BD
CRD#: 361
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BC
BDT CAPITAL PARTNERS
BDT CAPITAL PARTNERS | BDT CAPITAL PARTNERS, LLC
CRD#: 160914 / SEC#: 801-73499
RIA
Registered Investment Advisory firm - (3/30/2012 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(4/3/2014)
RR
Alaska(4/3/2014)
RR
Arizona(4/3/2014)
RR
Arkansas(4/3/2014)
RR
California(4/3/2014)
RR
Colorado(4/3/2014)
RR
Connecticut(4/3/2014)
RR
Delaware(4/3/2014)
RR
District of Columbia(4/3/2014)
RR
Florida(4/3/2014)
RR
Georgia(4/3/2014)
RR
Hawaii(4/3/2014)
RR
Idaho(4/3/2014)
RR
Illinois(3/29/2014)
RR
Indiana(4/3/2014)
RR
Iowa(4/3/2014)
RR
Kansas(4/3/2014)
RR
Kentucky(4/3/2014)
RR
Louisiana(4/3/2014)
RR
Maine(4/3/2014)
RR
Maryland(4/3/2014)
RR
Massachusetts(4/3/2014)
RR
Michigan(4/3/2014)
RR
Minnesota(4/3/2014)
RR
Mississippi(4/3/2014)
RR
Missouri(4/3/2014)
RR
Montana(4/3/2014)
RR
Nebraska(4/3/2014)
RR
Nevada(4/3/2014)
RR
New Hampshire(4/3/2014)
RR
New Jersey(4/3/2014)
RR
New Mexico(4/3/2014)
RR
New York(4/3/2014)
RR
North Carolina(4/3/2014)
RR
North Dakota(4/3/2014)
RR
Ohio(4/3/2014)
RR
Oklahoma(4/3/2014)
RR
Oregon(4/3/2014)
RR
Pennsylvania(4/3/2014)
RR
Rhode Island(4/3/2014)
RR
South Carolina(4/3/2014)
RR
South Dakota(4/3/2014)
RR
Tennessee(4/3/2014)
RR
Texas(3/29/2014)
IAR
Texas(7/17/2014)
RR
Utah(4/3/2014)
RR
Vermont(4/3/2014)
RR
Virginia(4/3/2014)
RR
Washington(4/3/2014)
RR
West Virginia(4/3/2014)
RR
Wisconsin(4/3/2014)
RR
Wyoming(4/3/2014)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
BC
BDT CAPITAL PARTNERS
BDT CAPITAL PARTNERS | BDT CAPITAL PARTNERS, LLC
CRD#: 160914 / SEC#: 801-73499
RIA
Registered Investment Advisory firm - (3/30/2012 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
401 N. Michigan Avenue Suite 3100, Chicago, IL 60611
Mailing Address
Phone number
(312) 660-7300
Established
Firm type
Fiscal year end
# of Employees
456
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 44 |
| AUM (Assets Under Management) | $ 49,453,152,982 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
