Beecken Petty O'keefe & Company, Llc
- Regulatory AUM
- $1.9B
- Discretionary
- $1.9B
- Clients
- 11
- Avg AUM / client
- $172M
- Accounts
- 11
- Employees
- 17
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 11 | $1.9B | 100.0% |
Private funds (9)
Reported in Form ADV Section 7.B.(1), filing of Apr 2024 · $1.6B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Bpoc Ventus Fund, L.P. | Private Equity Fund | Delaware | $595M | 53 |
| Beecken Petty O'keefe Fund V, L.P. | Private Equity Fund | Delaware | $487M | 63 |
| Beecken Petty O'keefe Fund V A, L.P. | Private Equity Fund | Delaware | $193M | 12 |
| Bpoc Fund Vi, L.P. | Private Equity Fund | Delaware | $160M | 31 |
| Beecken Petty O'keefe Fund Iii, L.P. | Private Equity Fund | Delaware | $69.6M | 96 |
| Beecken Petty O'keefe Fund Iv, L.P. | Private Equity Fund | Delaware | $60.1M | 95 |
| Bpoc Fund Vi A, L.P. | Private Equity Fund | Delaware | $57.1M | 3 |
| Beecken Petty O'keefe Fund Iv A, L.P. | Private Equity Fund | Delaware | $19.4M | 9 |
| Beecken Petty O'keefe Fund Iii A, L.P. | Private Equity Fund | Delaware | $1.9M | 5 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Moerschel, Gregory, Alan | Managing Partner; Managing Member | Sep 2019 (7y) | 75% or more | |
| Cordova, Gladys, Nmn | Chief Financial Officer | Apr 2020 (6y) | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (9, $1.6B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Bpoc Ventus Fund, L.P. | Private Equity Fund | $595M | $100K | 53 |
| Beecken Petty O'keefe Fund V, L.P. | Private Equity Fund | $487M | $90.0K | 63 |
| Beecken Petty O'keefe Fund V A, L.P. | Private Equity Fund | $193M | $170K | 12 |
| Bpoc Fund Vi, L.P. | Private Equity Fund | $160M | $100K | 31 |
| Beecken Petty O'keefe Fund Iii, L.P. | Private Equity Fund | $69.6M | $100K | 96 |
| Beecken Petty O'keefe Fund Iv, L.P. | Private Equity Fund | $60.1M | $100K | 95 |
| Bpoc Fund Vi A, L.P. | Private Equity Fund | $57.1M | $15.0M | 3 |
| Beecken Petty O'keefe Fund Iv A, L.P. | Private Equity Fund | $19.4M | $5.0M | 9 |
| Beecken Petty O'keefe Fund Iii A, L.P. | Private Equity Fund | $1.9M | $250K | 5 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 3.16 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
- • Other fees
- • SEE SCHEDULE D - MISCELLANEOUS
Services
- • Portfolio management for pooled investment vehicles
- • Other services
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗