Investment adviser · CRD 110489
BECKER CAPITAL MANAGEMENT, INC.
Investment adviser filing (IA)
BECKER CAPITAL MANAGEMENT INC
PORTLAND, OR, United States · Form ADV filed Mar 31, 2026
- Regulatory AUM
- $5.73B Form ADV · Item 5.F
- Client accounts
- 2,085 Accounts, not individual clients
- Employees
- 42 Reported in this filing
- Advisory professionals
- 20 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 519 | $3,573,908,647 | 62.4% |
| Charities | 75 | $1,495,237,985 | 26.1% |
| Corporations & businesses | 10 | $198,562,245 | 3.5% |
| Individuals | 226 | $187,593,423 | 3.3% |
| Retirement plans | 9 | $151,629,162 | 2.6% |
| Investment companies | 1 | $98,040,963 | 1.7% |
| Pooled investment vehicles | 1 | $20,265,205 | 0.4% |
Filing source
Form ADV 2073825 · Mar 31, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
1 Private fundThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
BECKER/MARK REAL ESTATE OPPORTUNITY FUND, LPReal Estate Fund · Last reported Mar 27, 2013$0Gross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-1744992573
- Reported beneficial owners
- 2
- Minimum commitment
- $250K
Form ADV 715946 · Mar 27, 2013 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 31, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
1211 SW 5TH AVENUE, SUITE 2600PORTLAND, OR, 97204-3740, United States
CRD 110489
Filing source
Form ADV 2073825 · Mar 31, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.