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| Happy Holidays!! thanks for using AUM13F!! |
| Becker Capital Management Inc
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| CRD # | 110489 |
| SEC # | 801-11781 |
| CIK # | 0000799004 |
| AUM | $5.0 B (2025-06-11) |
| Employees | 37 (51% Investors, 0% Brokers) |
| Phone | 503-223-1720 |
| Address | 1211 SW 5th Avenue Portland, OR 97204-3740 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.2 | ||
| Apple Inc | 0.1 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Embraer Sa | 0.1 | ||
| Schwab Charles Corp | 0.1 | ||
| Wal Mart Stores Inc | 0.1 | ||
| Goldman Sachs Group Inc | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| McKesson Corp | 0.1 | ||
| United Technologies Corp /DE/ | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Becker Private Equity Fund I LLC | [2021-11-04] | 0.0 | 18.1 |
| 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) | 503 | 3.0 |
| (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 | 8 | 0.1 |
| (h) Charitable organizations | 74 | 1.3 |
| (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 | 13 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 2,019 | 5.0 |
| By Discretionary | ||
| Discretionary | 2,019 | 5.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,019 | 5.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.0 | |
| Total | 2,019 | 5.0 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Becker Capital Management Inc | 3 | ||
| Patrick Becker Jr | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000799004] |
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