Investment adviser · CRD 157573

BPOC

Investment adviser filing (IA)

BEECKEN PETTY O'KEEFE & COMPANY, LLC

CHICAGO, IL, United States · Form ADV filed Mar 26, 2026

Regulatory AUM
$1.9B
Form ADV · Item 5.F
Client accounts
11
Accounts, not individual clients
Employees
17
Reported in this filing
Advisory professionals
13
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles11$1,896,160,909100.0%
Filing source

Form ADV 2076530 · Mar 26, 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

16 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

BPOC VENTUS FUND, L.P.Private Equity Fund · Last reported Mar 26, 2026$546MGross asset value

Form D fundraising filings

BPOC VENTUS FUND, L.P.

Auditor PLANTE & MORAN, PLLC CHICAGO, Illinois, United States
Custodian BMO BANK NATIONAL ASSOCIATION CHICAGO, Illinois, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

PLANTE & MORAN, PLLC
PCAOB 166

BMO BANK NATIONAL ASSOCIATION
LEI 3Y4U8VZURTYWI1W2K376

Fund details & source
Fund ID
805-3777509093
Reported beneficial owners
54
Minimum commitment
$100K
Form D file number
021-476749

Form ADV 2076530 · Mar 26, 2026 · 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.

BPOC MAPLE AGGREGATOR, L.P.Private Equity Fund · Last reported Mar 26, 2026$419MGross asset value
Auditor PLANTE & MORAN, PLLC CHICAGO, Illinois, United States
Custodian BMO BANK NATIONAL ASSOCIATION CHICAGO, Illinois, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

PLANTE & MORAN, PLLC
PCAOB 166

BMO BANK NATIONAL ASSOCIATION
LEI 3Y4U8VZURTYWI1W2K376

Fund details & source
Fund ID
805-9608315714
Reported beneficial owners
26
Minimum commitment
$700K

Form ADV 2076530 · Mar 26, 2026 · 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.

BEECKEN PETTY O'KEEFE FUND V, L.P.Private Equity Fund · Last reported Mar 26, 2026$319MGross asset value

Form D fundraising filings

BEECKEN PETTY O'KEEFE FUND V, L.P.

Auditor PLANTE & MORAN, PLLC CHICAGO, Illinois, United States
Custodian JPMORGAN CHASE BANK, NATIONAL ASSOCIATION CHICAGO, Illinois, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

PLANTE & MORAN, PLLC
PCAOB 166

JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
LEI 7H6GLXDRUGQFU57RNE97

Fund details & source
Fund ID
805-6308508054
Reported beneficial owners
64
Minimum commitment
$90K
Form D file number
021-301388

Form ADV 2076530 · Mar 26, 2026 · 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.

BPOC FUND VI, L.P.Private Equity Fund · Last reported Mar 26, 2026$242MGross asset value

Form D fundraising filings

BPOC FUND VI, L.P.

Auditor PLANTE & MORAN, PLLC CHICAGO, Illinois, United States
Custodian BMO BANK NATIONAL ASSOCIATION CHICAGO, Illinois, United States Related to adviser: No
Marketer ASANTE CAPITAL GROUP ADVISORS LLC NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
Yes

PLANTE & MORAN, PLLC
PCAOB 166

BMO BANK NATIONAL ASSOCIATION
LEI 3Y4U8VZURTYWI1W2K376

ASANTE CAPITAL GROUP ADVISORS LLC
CRD 155178 · SEC 8-68701

Fund details & source
Fund ID
805-1812724490
Reported beneficial owners
56
Minimum commitment
$100K
Form D file number
021-438036

Form ADV 2076530 · Mar 26, 2026 · 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.

BEECKEN PETTY O'KEEFE FUND V-A, L.P.Private Equity Fund · Last reported Mar 26, 2026$127MGross asset value

Form D fundraising filings

BEECKEN PETTY O'KEEFE FUND V-A, L.P.

Auditor PLANTE & MORAN, PLLC CHICAGO, Illinois, United States
Custodian JPMORGAN CHASE BANK, NATIONAL ASSOCIATION CHICAGO, Illinois, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

PLANTE & MORAN, PLLC
PCAOB 166

JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
LEI 7H6GLXDRUGQFU57RNE97

Fund details & source
Fund ID
805-6270744841
Reported beneficial owners
13
Minimum commitment
$170K
Form D file number
021-301389

Form ADV 2076530 · Mar 26, 2026 · 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.

BPOC FUND VI-A, L.P.Private Equity Fund · Last reported Mar 26, 2026$119MGross asset value

Form D fundraising filings

BPOC FUND VI-A, L.P.

Auditor PLANTE & MORAN, PLLC CHICAGO, Illinois, United States
Custodian BMO BANK NATIONAL ASSOCIATION CHICAGO, Illinois, United States Related to adviser: No
Marketer ASANTE CAPITAL GROUP ADVISORS LLC NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
Yes

PLANTE & MORAN, PLLC
PCAOB 166

BMO BANK NATIONAL ASSOCIATION
LEI 3Y4U8VZURTYWI1W2K376

ASANTE CAPITAL GROUP ADVISORS LLC
CRD 155178 · SEC 8-68701

Fund details & source
Fund ID
805-7238276221
Reported beneficial owners
13
Minimum commitment
$467K
Form D file number
021-438037

Form ADV 2076530 · Mar 26, 2026 · 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.

BPOC V AGGREGATOR A, L.P.Private Equity Fund · Last reported Mar 26, 2026$119MGross asset value
Auditor PLANTE & MORAN, PLLC CHICAGO, Illinois, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No

PLANTE & MORAN, PLLC
PCAOB 166

Fund details & source
Fund ID
805-2613190607
Reported beneficial owners
14
Minimum commitment
$264K

Form ADV 2076530 · Mar 26, 2026 · 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 26, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

131 SOUTH DEARBORN, SUITE 2800
CHICAGO, IL, 60603, United States

CRD 157573

Filing source

Form ADV 2076530 · Mar 26, 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.