Form D · Private Equity Fund

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

Chicago, IL · CIK 0001721801

Offering snapshot reported Dec 20, 2019 · SEC filing

Reported sold
$398M
Offering amount: $600M
Investors reported
11
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Dec 22, 2017
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$199M$398MDec 21, 2017Dec 21, 2018: $364,014,370.00Dec 21, 2018Dec 20, 2019: $398,284,370.00Dec 20, 2019

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$364,014,370 → $398,284,370
  • Reported investors10 → 11

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Dec 20, 2019Amendment$398,284,370$34,270,000vs Dec 21, 201811SEC filing
Dec 21, 2018Amendment$364,014,370No comparison10SEC filing
Dec 21, 2017InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.1, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$0 (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-301389
The amounts listed above are aggregated between Issuer and its related parallel fund. The Total Amount Sold to limited partners by Issuer is $96,571,226. The Total Amount Sold includes amounts committed by the Issuer's general partner.
Estimated aggregate amount of sales commission for the Issuer and Beecken Petty O'Keefe Fund V, L.P.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
LAZARD FRERES & CO. LLC2528
LAZARD & CO., LIMITEDNone

Source: Form D, filed Dec 20, 2019. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

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

Investment adviser: BEECKEN PETTY O'KEEFE & COMPANY, LLC

Gross asset value
$127M
Beneficial owners
13
ADV minimum commitment
$170K

Reported in Form ADV on Mar 26, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

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

Filing source

Form ADV 2076530 · Mar 26, 2026 · Schedule D 7.B.(1), fund 805-6270744841

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
David K. Beecken Executive, Promoter
David J. Cooney Executive, Promoter
Scott R. Kabbes Executive, Promoter
John W. Kneen Executive, Promoter
Ann L. Koerner Executive, Promoter
Peter N. Magas Executive, Promoter
Gregory A. Moerschel Executive, Promoter
Kenneth W. O'keefe Executive, Promoter
Grant A. Patrick Executive, Promoter
William G. Petty, Jr. Executive, Promoter
M. Troy Phillips Executive, Promoter
Thomas A. Schlesinger Executive, Promoter
Timothy D. Sheehan Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
131 South Dearborn Street, Suite 2800
Chicago, IL, 60603