|
⚲
|
| Beecken Petty O'Keefe & Company LLC
✚
|
|
|---|---|
| CRD # | 157573 |
| SEC # | 801-73326 |
| CIK # | |
| AUM | $1.3 BB (2023-03-29) |
| Employees | 18 (100% Investors, 0% Brokers) |
| Phone | 312-435-0300 |
| Address | 131 South Dearborn Chicago, IL 60603 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | BPOC Fund VI-A LP | [2023-03-29] | 193.9 | 55.3 |
| PE | BPOC Fund VI LP | [2023-03-29] | 193.9 | 143.2 |
| PE | Beecken Petty O'Keefe Fund V-A LP | [2018-03-26] | 398.3 | 170.2 |
| PE | Beecken Petty O'Keefe Fund V LP | [2018-03-26] | 398.3 | 429.2 |
| PE | Beecken Petty O'Keefe Fund IV-A LP | [2013-04-01] | 385.4 | 111.7 |
| PE | Beecken Petty O'Keefe Fund IV LP | [2013-04-01] | 385.4 | 336.9 |
| PE | Beecken Petty O'Keefe Executive Fund II LP | 2012-02-10 | 0.1 | |
| PE | Beecken Petty O'Keefe Fund III-A LP | [2012-02-10] | 2.7 | |
| PE | Beecken Petty O'Keefe Fund III LP | [2012-02-10] | 98.6 | |
| PE | Beecken Petty O'Keefe Fund II LP | 2012-02-10 | 1.0 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 8 | 1,347.8 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 8 | 1,347.8 |
| By Discretionary | ||
| Discretionary | 8 | 1,347.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 8 | 1,347.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,347.8 | |
| Total | 8 | 1,347.8 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 | |
|---|---|---|---|---|
| Timothy Sheehan | 18 | |||
| Kenneth Okeefe | 14 | |||
| Gregory Moerschel | 8 | |||
| David Beecken | 7 | |||
| David Cooney | 7 | |||
| John Kneen | 6 | |||
| Thomas Schlesinger | 5 | |||
| Scott Kabbes | 4 | |||
| William Petty | 4 | |||
| Grant Patrick | 4 | |||
| View All | ||||
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Kingswood Capital Management LP
✚
|
CA | 1.4 |
|
Sagewind Capital LLC
✚
|
NY | 1.4 |
|
Frontenac Company LLC
✚
|
IL | 1.4 |
|
Cartesian Capital Group LLC
✚
|
NY | 1.4 |
|
Perry Creek Capital LP
✚
|
NY | 1.4 |
|
Yukon Partners Management LLC
✚
|
MN | 1.4 |
|
Sverica Capital Management LP
✚
|
MA | 1.3 |
|
CFT Capital Management LLC
✚
|
CA | 1.3 |
|
Newstone Capital Partners LLC
✚
|
TX | 1.3 |
|
Prairie Management Company LP
✚
|
IL | 1.3 |