RIA Intelligence

BEECKEN PETTY O'KEEFE & COMPANY, LLC

Legal name: BPOC

CRD #157573 SEC #801-73326 CHICAGO, IL 312-435-0300
SEC Registered Private Funds
Total AUM
$1.7B
Discretionary
$1.7B
Employees
17
Clients
--
Accounts
11

AUM Over Time

DateAug 2025
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees17
Clients0
DateMar 2025
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees17
Clients0
DateApr 2024
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees17
Clients0
DateMar 2024
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees17
Clients0
DateDec 2023
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees18
Clients0
DateMar 2023
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees18
Clients0
DateApr 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees17
Clients0
DateMar 2021
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees20
Clients0
DateMay 2020
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees19
Clients0
DateMar 2020
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees19
Clients0
DateJan 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees18
Clients0
DateOct 2019
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees18
Clients0
DateMar 2019
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees18
Clients0
DateMar 2018
Total AUM$996.1M
Discretionary$996.1M
Non-Disc.$0
Employees21
Clients0
DateMar 2017
Total AUM$824.9M
Discretionary$824.9M
Non-Disc.$0
Employees21
Clients1
DateMar 2016
Total AUM$898M
Discretionary$898M
Non-Disc.$0
Employees21
Clients1
DateMar 2015
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees21
Clients1
DateMar 2014
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees21
Clients1
DateApr 2013
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees21
Clients1
DateSep 2012
Total AUM$751.5M
Discretionary$751.5M
Non-Disc.$0
Employees--
Clients1
DateMay 2012
Total AUM$751.5M
Discretionary$751.5M
Non-Disc.$0
Employees--
Clients1
DateFeb 2012
Total AUM$751.5M
Discretionary$751.5M
Non-Disc.$0
Employees--
Clients1