Beecken Petty O'Keefe & Company LLC

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Beecken Petty O'Keefe & Company LLC ✚
CRD #	157573
SEC #	801-73326
CIK #
AUM	1,896.2 M (2026-03-26)
Employees	17 (76% Investors, 0% Brokers)
Phone	312-435-0300
Address	131 South Dearborn Chicago, IL 60603
Source	[IAPD] [Website] [LinkedIn]

Total AUM ($M) Copy

Type	Form D Funds	Date	Sold	AUM
PE	BPOC Maple Aggregator LP	2025-03-27		419.3 M
PE	BPOC V Aggregator A LP	2025-03-27		118.9 M
PE	BPOC Ventus Fund LP	[2024-03-27]		545.9 M
	Filed 2023-03-23 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE	BPOC Fund VI-A LP	[2023-03-29]	286.1 M	119.2 M
	Offered $550,000,000 · Filed 2025-03-13 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining $263,850,000 · Duration One year or less · Revenue Decline to Disclose
PE	BPOC Fund VI LP	[2023-03-29]	286.1 M	242.2 M
	Offered $550,000,000 · Filed 2025-03-13 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining $263,850,000 · Duration One year or less · Revenue Decline to Disclose
PE	Beecken Petty O'Keefe Fund V-A LP	[2018-03-26]	398.3 M	126.6 M
	Offered $600,000,000 · Filed 2019-12-20 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining $201,715,630 · Duration One year or less · Revenue Decline to Disclose
PE	Beecken Petty O'Keefe Fund V LP	[2018-03-26]	398.3 M	319.5 M
	Offered $600,000,000 · Filed 2019-12-20 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining $201,715,630 · Duration One year or less · Revenue Decline to Disclose
PE	Beecken Petty O'Keefe Fund IV-A LP	[2013-04-01]	385.4 M	22.0 M
	Offered $400,000,000 · Filed 2013-10-01 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining $14,600,000 · Duration More than one year · Commission $2,650,000 · Revenue Decline to Disclose
PE	Beecken Petty O'Keefe Fund IV LP	[2013-04-01]	385.4 M	67.8 M
	Offered $400,000,000 · Filed 2013-10-01 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining $14,600,000 · Duration More than one year · Commission $2,650,000 · Revenue Decline to Disclose
PE	Beecken Petty O'Keefe Executive Fund II LP	2012-02-10		0.1 M
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	1,896.2
(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	1,896.2
By Discretionary
Discretionary	11	1,896.2
Non-Discretionary	0	0.0
Total	11	1,896.2
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		1,896.2
Total	11	1,896.2

Form D Directors	Role	# Filings	# Firms
Timothy Sheehan	Executive Officer	18	4
Kenneth O'Keefe	Executive Officer	15	3
Gregory Moerschel	Executive Officer	8	2
David Beecken	Executive Officer	7	2
John Kneen	Executive Officer	7	2
David Cooney	Executive Officer	7	2
Thomas Schlesinger	Executive Officer	5	2
Grant Patrick	Executive Officer	4	2
William Petty	Executive Officer	4	2
Scott Kabbes	Executive Officer	4	2
View All

Firm Profile (Form ADV)
Discretionary AUM	$0.8B
Serves	Institutional
Fund Types	Private Equity

Comparable Firms	State	AUM
Legalist Inc ✚	CA	1,915.1 M
Carousel Capital Management Company LP ✚	NC	1,912.8 M
Saratoga Management Company LLC ✚	NY	1,898.9 M
Halifax Investment Management LLC ✚	NC	1,898.8 M
Bow Wave Capital Management LP ✚	NY	1,892.5 M
Clarion Capital Partners LLC ✚	NY	1,890.8 M
DVSM LP ✚	OR	1,888.4 M
Granite Equity Partners LLC ✚	MN	1,886.0 M
TriGuard Management LLC ✚	CA	1,881.2 M
Access Ventures Capital Management LLC ✚	NY	1,879.3 M

Beecken Petty O'Keefe & Company LLC

Assets, Funds, Holdings