DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
B•••
Legal name B•••••• P•••• O•••••• • C••••••• L••
Latest filing Mar 26, 2026
First filing on the tape Feb 10, 2012 · 23 filings
SEC status approved since Mar 28, 2012
RAUM
$1.9B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
17
13 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
11
reported on Schedule D
History
23 filings and snapshots on the tape
RAUM$1.9B as of Mar 26, 2026
Apr 1, 2013$1.0B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 26, 2026
Apr 1, 20130 then
Employees (5.A)17 as of Mar 26, 2026
Apr 1, 201321 then
Private funds11 as of Mar 26, 2026
Apr 1, 20139 then
RAUM +11% over the last fiscal year+12% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 26, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $172MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +11%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehicles, otherreportedItem 5.G
- Custody
- $66.6M, 1 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$1.9B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 11reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $66.6M for 1 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
14 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| B••• V••••• F•••• L••• | Private Equity Fund | $595M | 53 | Mar 27, 2024 |
| B•••••• P•••• O•••••• F••• V• L••• | Private Equity Fund | $487M | 63 | Mar 26, 2018 |
| B•••••• P•••• O•••••• F••• V••• L••• | Private Equity Fund | $193M | 12 | Mar 26, 2018 |
| B••• F••• V•• L••• | Private Equity Fund | $160M | 31 | Mar 29, 2023 |
| B•••••• P•••• O•••••• F••• I••• L••• | Private Equity Fund | $69.6M | 96 | Feb 10, 2012 |
| B•••••• P•••• O•••••• F••• I•• L••• | Private Equity Fund | $60.1M | 95 | Apr 1, 2013 |
| B••• F••• V•••• L••• | Private Equity Fund | $57.1M | 3 | Mar 29, 2023 |
| B•••••• P•••• O•••••• F••• I•••• L••• | Private Equity Fund | $19.4M | 9 | Apr 1, 2013 |
| B•••••• P•••• O•••••• Q• F••• I•• L•••no longer reported | Private Equity Fund | $7.4M | 102 | Feb 10, 2012 |
| B•••••• P•••• O•••••• F••• I••••• L••• | Private Equity Fund | $1.9M | 5 | Feb 10, 2012 |
| H••••••••• E••••• Q• P••••••• L•••no longer reported | Private Equity Fund | $1.6M | 39 | Feb 10, 2012 |
| B•••••• P•••• O•••••• F••• I•• L•••no longer reported | Private Equity Fund | $982,599 | 43 | Feb 10, 2012 |
| H••••••••• E••••• P••••••• L•••no longer reported | Private Equity Fund | $491,600 | 58 | Feb 10, 2012 |
| B•••••• P•••• O•••••• E•••••••• F••• I•• L•••no longer reported | Private Equity Fund | $104,100 | 4 | Feb 10, 2012 |
Owners and control persons
Schedule A and B, latest filing
- C••••••• G•••••• N•• · Principal; Chief Compliance Officercontrolsince 03/2021 · owns less than 5%
- M••••••••• G••••••• A••• · Managing Partner; Managing Membercontrolsince 09/2019 · owns 75% or more
Related persons
Schedule D 7.A
- B•••••• P•••• O•••••• • C•••••• I••• L•••pooled vehicle sponsorn
- B•••••• P•••• O•••••• • C•••••• I•• L•••pooled vehicle sponsorn
- B•••••• P•••• O•••••• • C•••••• V• L•••pooled vehicle sponsorn
- B••• F••• G• V•• L•••pooled vehicle sponsorn
- B••• V••••• M••••••••• L•••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Advisory employees · 14 to 13Aug 20, 2025 to Mar 26, 2026
- Assets in custody · $49.2M to $66.6MAug 20, 2025 to Mar 26, 2026
- Discretionary RAUM · $1.7B to $1.9BAug 20, 2025 to Mar 26, 2026
- Pooled vehicle RAUM · $1.7B to $1.9BAug 20, 2025 to Mar 26, 2026
- RAUM · $1.7B to $1.9BAug 20, 2025 to Mar 26, 2026
- Accounts · 9 to 11Apr 12, 2024 to Mar 27, 2025
- Advisory employees · 17 to 14Apr 12, 2024 to Mar 27, 2025
- Pooled vehicle clients · 9 to 11Apr 12, 2024 to Mar 27, 2025
- Assets in custody · $0 to $49.2MApr 12, 2024 to Mar 27, 2025
- Financial planning clients · unset to Apr 12, 2024 to Mar 27, 2025
- Private funds · 9 to 11Apr 12, 2024 to Mar 27, 2025
- Discretionary RAUM · $1.6B to $1.7BApr 12, 2024 to Mar 27, 2025
- Pooled vehicle RAUM · $1.6B to $1.7BApr 12, 2024 to Mar 27, 2025
- RAUM · $1.6B to $1.7BApr 12, 2024 to Mar 27, 2025
- Business name · B•••••• P•••• O•••••• • C••••••• L•• to B•••Mar 27, 2024 to Apr 12, 2024
- Discretionary RAUM · $1.6B to $1.6BMar 27, 2024 to Apr 12, 2024
- Pooled vehicle RAUM · $1.6B to $1.6BMar 27, 2024 to Apr 12, 2024
- RAUM · $1.6B to $1.6BMar 27, 2024 to Apr 12, 2024
- Accounts · 8 to 9Dec 26, 2023 to Mar 27, 2024
- Advisory employees · 18 to 17Dec 26, 2023 to Mar 27, 2024
- Pooled vehicle clients · 8 to 9Dec 26, 2023 to Mar 27, 2024
- Employees · 18 to 17Dec 26, 2023 to Mar 27, 2024
- Private funds · 8 to 9Dec 26, 2023 to Mar 27, 2024
- Discretionary RAUM · $1.3B to $1.6BDec 26, 2023 to Mar 27, 2024
- Pooled vehicle RAUM · $1.3B to $1.6BDec 26, 2023 to Mar 27, 2024
- RAUM · $1.3B to $1.6BDec 26, 2023 to Mar 27, 2024
- Private funds · 6 to 8Mar 31, 2022 to Mar 29, 2023
- Discretionary RAUM · $1.3B to $1.3BMar 31, 2022 to Mar 29, 2023
- Pooled vehicle RAUM · $1.3B to $1.3BMar 31, 2022 to Mar 29, 2023
- RAUM · $1.3B to $1.3BMar 31, 2022 to Mar 29, 2023
- Advisory employees · 12 to 18Mar 31, 2022 to Mar 29, 2023
- Accounts · 6 to 8Mar 31, 2022 to Mar 29, 2023
- Pooled vehicle clients · 6 to 8Mar 31, 2022 to Mar 29, 2023
- Employees · 17 to 18Mar 31, 2022 to Mar 29, 2023
- Accounts · 9 to 6Mar 27, 2021 to Mar 31, 2022
- Advisory employees · 17 to 12Mar 27, 2021 to Mar 31, 2022
- Pooled vehicle clients · 9 to 6Mar 27, 2021 to Mar 31, 2022
- Employees · 20 to 17Mar 27, 2021 to Mar 31, 2022
- Private funds · 9 to 6Mar 27, 2021 to Mar 31, 2022
- Discretionary RAUM · $1.2B to $1.3BMar 27, 2021 to Mar 31, 2022
Signals
5 dated events
- Troy Matthew Phillips (Chief Compliance Officer) no longer on Schedule A of Bpoc (listed 2020-05-05, absent 2021-03-27)Mar 27, 2021 · Control person left · inference
- Nmn Gladys Cordova (Chief Financial Officer) appeared on Schedule A of BpocMay 5, 2020 · Control person joined · fact
- Troy Matthew Phillips (Chief Compliance Officer) appeared on Schedule A of BpocJan 24, 2020 · Control person joined · fact
- Wesley John Kneen (Chief Compliance Officer) no longer on Schedule A of Bpoc (listed 2019-10-22, absent 2020-01-24)Jan 24, 2020 · Control person left · inference
- Alan Gregory Moerschel (Managing Member) appeared on Schedule A of BpocOct 22, 2019 · Control person joined · fact
Across DFX
shared identifiers only, never a name match
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/beecken-petty-o'keefereportedpublic record, Form ADV, Sep 18, 2026
- Website
- bpoc.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 312-435-0300reportedpublic record, Form ADV, Mar 26, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026