Beecken Petty O'Keefe & Company, LLC
● SEC registered since 2012CRD 157573SEC# 801-73326Chicago, IL
Ranks #2,246 of 5,980 private fund managers by regulatory AUM.
Reg. AUM
$1.9B
Fund GAV
$2.05B
Private funds
11
Employees
17
Accounts
11
Location
Chicago, IL
About Beecken Petty O'Keefe & Company
BPOC (Beecken Petty O'Keefe & Company) is a private equity firm investing in founder-owned healthcare companies in the lower middle market. It partners with founders and management to strengthen operations and accelerate growth while preserving company culture.
Summary based on the firm’s website.
Beecken Petty O'Keefe & Company, LLC assets under management
Beecken Petty O'Keefe & Company, LLC is an investment advisory firm registered with the SEC based in Chicago, IL. The firm has been registered since 2012. It reports $1.9 billion in regulatory assets under management and employs 17 people. Beecken Petty O'Keefe & Company, LLC manages 11 private funds with combined gross assets of $2 billion, including Bpoc Ventus Fund, L.P. By regulatory assets, it ranks 2,246 of 5,980 private fund managers.
Beecken Petty O'Keefe & Company, LLC private funds
11 funds · $2.05B GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Bpoc Ventus Fund, L.P. | Private Equity | $545.9M | $100K |
| Bpoc Maple Aggregator, L.P. | Private Equity | $419.3M | $700K |
| Beecken Petty O'Keefe Fund V, L.P. | Private Equity | $319.5M | $90K |
| Bpoc Fund VI, L.P. | Private Equity | $242.2M | $100K |
| Beecken Petty O'Keefe Fund V-A, L.P. | Private Equity | $126.6M | $170K |
| Bpoc Fund Vi-A, L.P. | Private Equity | $119.2M | $467K |
| Bpoc V Aggregator a, L.P. | Private Equity | $118.9M | $264K |
| Beecken Petty O'Keefe Fund IV, L.P. | Private Equity | $67.8M | $100K |
| Beecken Petty O'Keefe Fund III, L.P. | Private Equity | $65M | $100K |
| Beecken Petty O'Keefe Fund Iv-A, L.P. | Private Equity | $22M | $5M |
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Join to unlock · $37/moBeecken Petty O'Keefe & Company, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Martin Kucera Control | Chief Financial Officer, Principal | Under 5% | 2025 |
| Gregory Alan Moerschel Control | Managing Partner; Managing Member | Over 75% | 2019 |
| Matthew Troy Phillips Control | Chief Compliance Officer, Partner | Under 5% | 2025 |
Frequently asked questions
How much does Beecken Petty O'Keefe & Company, LLC manage?
Beecken Petty O'Keefe & Company, LLC reports $1.9 billion in regulatory assets under management on its Form ADV.
How many private funds does Beecken Petty O'Keefe & Company, LLC manage?
Beecken Petty O'Keefe & Company, LLC manages 11 private funds with combined gross assets of $2 billion.
How many employees does Beecken Petty O'Keefe & Company, LLC have?
Beecken Petty O'Keefe & Company, LLC reports 17 employees.
Where is Beecken Petty O'Keefe & Company, LLC located?
Beecken Petty O'Keefe & Company, LLC is based in Chicago, IL and has been SEC-registered since 2012.
Does Beecken Petty O'Keefe & Company, LLC disclose fund performance?
Beecken Petty O'Keefe & Company, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 131 South Dearborn, Suite 2800, Chicago, IL 60603 |
| Phone | 312-435-0300 |
| Fax | 312-435-0371 |
| Office hours | 8:30 a.m. - 6:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.9B▲ 11%
Mar '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 23%
Larger than 77% of 16,389 advisers
AUM vs fund managersTop 38%
Larger than 62% of 5,980 private-fund managers
Number of fundsTop 23%
More funds than 77% of fund managers
EmployeesTop 28%
More than 72% of 16,799 advisers
Assets under management
$1.9Bregulatory AUM
Discretionary $1.9B
Service providers
Auditor
Custodian