Dan Jester
Dan Jester is a registered investment advisor at Bdt Capital Partners, based in Chicago, IL, with 28 years of industry experience. Dan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 44 clients with $49B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
401 N. Michigan Avenue, Suite 3100, Chicago, IL, 60611
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Dan is a director at Acrisure LLC (an insurance brokerage company), Rooted Alliance Inc. (a philanthropic initiative), and Greystar Real Estate Partners, LLC. He is also a board member at Commercial Credit, Inc. and the president of BDT Capital Partners, LLC and MSD Partners, L.P., spending about 10-20% of his time at each of the latter two.
Employment History
Current Registrations
Bdt Capital Partners
Bdt & Msd Partners, LLC
Bdt & Msd Partners, LLCBroker
Previous Registrations
Montgomery & CO., LLCBroker
Goldman, Sachs & CO.Broker
State Registrations51 states
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