|
⚲
|
| Becker Capital Management Inc
✚
|
|
|---|---|
| CRD # | 110489 |
| SEC # | 801-11781 |
| CIK # | 0000799004 |
| AUM | $5.7 B (2026-03-31) |
| Employees | 42 (48% Investors, 0% Brokers) |
| Phone | 503-223-1720 |
| Address | 1211 SW 5th Avenue Portland, OR 97204-3740 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.2 | ||
| Microsoft Corp | 0.1 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Wal Mart Stores Inc | 0.1 | ||
| Embraer Sa | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Goldman Sachs Group Inc | 0.1 | ||
| Schwab Charles Corp | 0.1 | ||
| United Technologies Corp /DE/ | 0.1 | ||
| McKesson Corp | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Becker Private Equity Fund I LLC | [2021-11-04] | 0.0 | 13.3 |
| RE | Becker/Mark Real Estate Opportunity Fund LP | 2012-03-28 | 0.0 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 226 | 0.2 |
| (b) Individuals (high net worth individuals) | 519 | 3.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 0.2 |
| (h) Charitable organizations | 75 | 1.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 10 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 2,085 | 5.7 |
| By Discretionary | ||
| Discretionary | 2,085 | 5.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,085 | 5.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.7 | |
| Total | 2,085 | 5.7 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Becker Capital Management Inc | 3 | 2 | ||
| Patrick Becker Jr | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000799004] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Washington Capital Management Inc
✚
|
WA | 7.4 |
|
Third Lake Partners LLC
✚
|
FL | 6.0 |
|
Sage Financial Group Inc
✚
|
PA | 4.3 |
|
1900 Wealth Management LLC
✚
|
TX | 3.1 |
|
Cobblestone Capital Advisors LLC
✚
|
NY | 2.9 |
|
Legacy Knight MFO LLC
✚
|
TX | 2.8 |
|
Cozad Asset Management Inc
✚
|
IL | 2.6 |
|
Gryphon Financial Partners LLC
✚
|
OH | 2.4 |
|
Operose Advisors LLC
✚
|
WI | 2.0 |
|
Greenwood Gearhart LLC
✚
|
AR | 2.0 |