Beecken Petty O'Keefe & Company, LLC
● SEC registered since 2012CRD 157573SEC# 801-73326Chicago, IL
Ranks #2,243 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$1.9B
Fund GAV
$2.05B
Private funds
11
Employees
17
Accounts
11
Location
Chicago, IL
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 2,243 of 6,004 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 |
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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, monthlyJun '26
How this firm compares
Regulatory AUMTop 23%
Larger than 77% of 16,271 advisers
AUM vs fund managersTop 37%
Larger than 63% of 6,004 private-fund managers
Number of fundsTop 23%
More funds than 77% of fund managers
EmployeesTop 28%
More than 72% of 16,825 advisers
Assets under management
$1.9Bregulatory AUM
Discretionary $1.9B
Service providers
Auditor
Custodian