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| Beecken Petty O'Keefe & Company LLC
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|
|---|---|
| CRD # | 157573 |
| SEC # | 801-73326 |
| CIK # | |
| AUM | $1.6 BB (2024-03-27) |
| Employees | 17 (100% Investors, 0% Brokers) |
| Phone | 312-435-0300 |
| Address | 131 South Dearborn Chicago, IL 60603 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | BPOC Ventus Fund LP | [2024-03-27] | 0.0 | 595.3 |
| PE | BPOC Fund VI-A LP | [2023-03-29] | 206.4 | 57.1 |
| PE | BPOC Fund VI LP | [2023-03-29] | 206.4 | 160.5 |
| PE | Beecken Petty O'Keefe Fund V-A LP | [2018-03-26] | 398.3 | 190.4 |
| PE | Beecken Petty O'Keefe Fund V LP | [2018-03-26] | 398.3 | 480.8 |
| PE | Beecken Petty O'Keefe Fund IV-A LP | [2013-04-01] | 385.4 | 19.4 |
| PE | Beecken Petty O'Keefe Fund IV LP | [2013-04-01] | 385.4 | 60.1 |
| 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] | 1.9 | |
| PE | Beecken Petty O'Keefe Fund III LP | [2012-02-10] | 69.6 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 9 | 1,635.1 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 9 | 1,635.1 |
| By Discretionary | ||
| Discretionary | 9 | 1,635.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 9 | 1,635.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,635.1 | |
| Total | 9 | 1,635.1 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Timothy Sheehan | 18 | ||
| Kenneth Okeefe | 15 | ||
| John Kneen | 7 | ||
| Gregory Moerschel | 8 | ||
| David Beecken | 7 | ||
| David Cooney | 7 | ||
| Thomas Schlesinger | 5 | ||
| William Petty | 4 | ||
| Scott Kabbes | 4 | ||
| Grant Patrick | 4 | ||
| Peter Magas | 3 | ||
| M Phillips | 3 | ||
| William Petty Jr | 3 | ||
| Ann Koerner | 2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Smash Ventures Management Company LP
✚
|
CA | 1.7 |
|
Diversis Capital Management LP
✚
|
CA | 1.7 |
|
Warwick Investment Group LLC
✚
|
OK | 1.6 |
|
North Castle Partners LLC
✚
|
CT | 1.6 |
|
Tyree & D'Angelo Partners Management LP
✚
|
IL | 1.6 |
|
Growthcurve Capital LP
✚
|
NY | 1.6 |
|
Tiverton Advisors LLC
✚
|
NC | 1.6 |
|
Ariel Alternatives LLC
✚
|
IL | 1.6 |
|
Formentera Partners LP
✚
|
TX | 1.6 |
|
West Rim Capital Associates II LP
✚
|
UT | 1.6 |