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| Happy Holidays!! thanks for using AUM13F!! |
| Beecken Petty O'Keefe & Company LLC
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| CRD # | 157573 |
| SEC # | 801-73326 |
| CIK # | |
| AUM | $1.7 B (2025-03-27) |
| Employees | 17 (82% Investors, 0% Brokers) |
| Phone | 312-435-0300 |
| Address | 131 South Dearborn Chicago, IL 60603 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | BPOC Maple Aggregator LP | 2025-03-27 | 268.4 | |
| PE | BPOC V Aggregator A LP | 2025-03-27 | 111.9 | |
| PE | BPOC Ventus Fund LP | [2024-03-27] | 0.0 | 551.8 |
| PE | BPOC Fund VI-A LP | [2023-03-29] | 286.1 | 92.8 |
| PE | BPOC Fund VI LP | [2023-03-29] | 286.1 | 230.3 |
| PE | Beecken Petty O'Keefe Fund V-A LP | [2018-03-26] | 398.3 | 116.4 |
| PE | Beecken Petty O'Keefe Fund V LP | [2018-03-26] | 398.3 | 293.8 |
| PE | Beecken Petty O'Keefe Fund IV-A LP | [2013-04-01] | 385.4 | 21.3 |
| PE | Beecken Petty O'Keefe Fund IV LP | [2013-04-01] | 385.4 | 66.1 |
| PE | Beecken Petty O'Keefe Executive Fund II LP | 2012-02-10 | 0.1 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| 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 | 11 | 1,704.9 |
| (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 | 11 | 1,704.9 |
| By Discretionary | ||
| Discretionary | 11 | 1,704.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 11 | 1,704.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,704.9 | |
| Total | 11 | 1,704.9 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| Timothy Sheehan | 18 | |||
| Kenneth Okeefe | 15 | |||
| Gregory Moerschel | 8 | |||
| John Kneen | 7 | |||
| David Cooney | 7 | |||
| David Beecken | 7 | |||
| Thomas Schlesinger | 5 | |||
| Scott Kabbes | 4 | |||
| William Petty | 4 | |||
| Grant Patrick | 4 | |||
| View All | ||||
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