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BECKER CAPITAL MANAGEMENT INC, CRD 110489
PORTLAND, OR
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| STEPHEN DAVID LAVESON | n/a | PORTLAND, OR | 31 | 31 | n/a | no |
| PATRICK EARL BECKER | n/a | BOISE, ID | PORTLAND, OR | 29 | 35 | n/a | no |
| BLAKE RICHARD HOWELLS | Chartered Financial Analyst | PORTLAND, OR | 24 | 29 | n/a | no |
| SHARON LOUISE GUECK | Certified Financial Planner | Bend, OR | 14 | 32 | n/a | no |
| ANDREW JOHN MURRAY | Chartered Financial Analyst | PORTLAND, OR | 13 | 13 | n/a | no |
| THOMAS JAMES MC CONVILLE | n/a | PORTLAND, OR | 12 | 12 | n/a | no |
| SIDDHARTH SURESH PARAKH | n/a | SEATTLE, WA | 10 | 22 | n/a | no |
| RYAN EDWARD MCANINCH | n/a | Seattle, WA | 10 | 13 | n/a | no |
| JANEEN SOLIE MCANINCH | n/a | PORTLAND, OR | 10 | 39 | n/a | no |
| Deidra Michelle Krys-Rusoff | n/a | PORTLAND, OR | 7 | 22 | n/a | no |
| HEIDI MARIE GOERTZEN | Certified Financial Planner | PORTLAND, OR | 7 | 11 | 1 | no |
| Meaghan Elizabeth Bradley-Bussell | Chartered Financial Analyst | PORTLAND, OR | 7 | 18 | n/a | no |
| BREANNA RENAE PANGARES | Certified Financial Planner | PORTLAND, OR | 7 | 10 | n/a | no |
| TYLER OAKLEY KALUZA | Certified Financial Planner | Portland, OR | 7 | 13 | 1 | no |
| Gretchen Mary Johnson | Chartered Financial Consultant | PORTLAND, OR | 4 | 21 | n/a | no |
| TYLER B JAGLOWSKI | n/a | PORTLAND, OR | 2 | 10 | n/a | no |
| EMILY GRACE GENOR | Certified Financial Planner | PORTLAND, OR | 2 | 26 | 2 | no |
| BRANDON SCOTT FERREE | Chartered Financial Analyst | PORTLAND, OR | 2 | 13 | 1 | no |
| MACK RICHARD GOLOS | Certified Financial Planner | PORTLAND, OR | 1 | 10 | 1 | no |
| Jacob Anthony Williams | Certified Financial Planner | PORTLAND, OR | Boise, ID | 0 | 13 | 1 | no |
| Melissa Anne Ray May | n/a | PORTLAND, OR | 0 | 11 | n/a | no |
| Kevin Matthew Cooper | n/a | PORTLAND, OR | Los Angeles, CA | 0 | 29 | n/a | no |
| MILES PANAKO LEWIS | n/a | PORTLAND, OR | 0 | 15 | 3 | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| BECKER PRIVATE EQUITY FUND I LLC | Private Equity Fund | $13.3M | Mar 31, 2026 | 37 | Nov 4, 2021 | reported | 021-368462 |
| BECKER/MARK REAL ESTATE OPPORTUNITY FUND, LP | Real Estate Fund | $0 | Mar 27, 2013 | 2 | Mar 28, 2012 | dropped | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BECKER, JOHN, MERRILL | CTO/DIRECTOR | B | yes | 12/1993 | Mar 31, 2026 | Mar 31, 2026 |
| GUECK, SHARON, LOUISE | SECRETARY/DIRECTOR | Na | yes | 01/2020 | Mar 31, 2026 | Mar 31, 2026 |
| HOWELLS, BLAKE, RICHARD | Director | B | yes | 06/2000 | Mar 31, 2026 | Mar 31, 2026 |
| MC CONVILLE, THOMAS, JAMES | CIO/DIRECTOR | Na | yes | 01/2021 | Mar 31, 2026 | Mar 31, 2026 |
| MOYER, STEPHANIE, LOREE | COO/CCO/DIRECTOR | Na | yes | 01/2012 | Mar 31, 2026 | Mar 31, 2026 |
| BECKER, PATRICK, EARL | CEO/PRESIDENT/DIRECTOR | C | yes | 06/2009 | Mar 28, 2012 | Mar 28, 2024 |
| MCANINCH, JANEEN, SOLIE | Director | A | yes | 07/1996 | Mar 28, 2012 | Mar 28, 2024 |
| Herrick, Nicholas, Michael | Treasurer | Na | no | 03/2026 | Mar 31, 2026 | Mar 31, 2026 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| 11740 SW 68TH PARKWAY LLC | n/a | n/a | n/a | Y | no | n/a |
| 5 CENTERPOINTE DRIVE LLC | n/a | n/a | n/a | Y | no | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Seattle | Wa | United States | 2 | no |
| Bend | Or | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 | $5.7B | $5.7B | 42 | 20 | 3 | 1 | n/a |
| 2024 | Mar 31, 2025 | $5.0B | $5.0B | 37 | 19 | 3 | 1 | n/a |
| 2023 | Mar 28, 2024 | $4.6B | $4.6B | 33 | 16 | 2 | 1 | $9.8M |
| 2022 | Mar 30, 2023 | $3.9B | $3.9B | 33 | 17 | 2 | 1 | $19.5M |
| 2021 | Mar 30, 2022 | $4.4B | $4.4B | 30 | 16 | 2 | 1 | $19.5M |
| 2020 | Mar 31, 2021 | $3.6B | $3.6B | 30 | 15 | 1 | n/a | n/a |
| 2019 | Mar 31, 2020 | $4.3B | $4.3B | 32 | 16 | 1 | n/a | n/a |
| 2018 | Mar 29, 2019 | $4.0B | $4.0B | 33 | 17 | 1 | n/a | n/a |
| 2017 | Mar 23, 2018 | $4.2B | $4.2B | 28 | 14 | 1 | n/a | n/a |
| 2016 | Mar 24, 2017 | $3.5B | $3.5B | 30 | 15 | n/a | n/a | n/a |
| 2015 | Mar 30, 2016 | $3.0B | $3.0B | 31 | 14 | n/a | n/a | n/a |
| 2014 | Mar 31, 2015 | $3.3B | $3.3B | 28 | 13 | n/a | n/a | n/a |
| 2013 | Mar 31, 2014 | $3.1B | $3.1B | 29 | 14 | n/a | n/a | n/a |
| 2012 | Mar 27, 2013 | $2.4B | $2.4B | 26 | 13 | n/a | 1 | $0 |
| 2011 | Mar 28, 2012 | $2.3B | $2.3B | n/a | n/a | n/a | 1 | $0 |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 2 | 0 | 2 | 0.0% | 1 | 0 | 0 | 5 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $5.7B | $5.0B | 14.9% | $3.9B | 13.6% | 42 | 37 | 3 | 3 |