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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Portland, OR HQ: Portland, OR

Becker Capital Management, Inc.

$5.7B Total AUM · Institutional LP profile covering 18 historical fund disclosure records ($405.3M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Credit, Venture Capital, Secondaries, Growth Equity (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
18
5 Open Source Trails Below
Sum of Disclosed Rows
$405.3M
Total AUM: $5.7B
Median Disclosed Amount
$26.5M
Range: $5.0M – $35.8M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/18)
2 Gatekeepers · 5 Disclosed Strategies
SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — Becker Capital Management, Inc.

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 18 total tracked records (+13 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
General Atlantic Investment Partners 2024, L.P.Adviser 7.B Vehicle Growth Equity 2025
$35.8M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
PAI Europe VIII, L.P.Adviser 7.B Vehicle Buyout 2025
$33.6M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Coller International Partners IX, L.P.Adviser 7.B Vehicle Secondaries 2025
$31.1M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Oak Hill Advisors Strategic Credit Fund IV, L.P.Adviser 7.B Vehicle Private Credit 2025
$29.6M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Index Ventures Growth VI, L.P.Adviser 7.B Vehicle Venture Capital 2025
$26.5M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Becker Capital Management, Inc.

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Becker Capital Management, Inc. (OCIO / Wealth RIA, $5.7B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 17.0% vs. 14.2% Actual; $160.3M Unallocated Target Bandwidth). SEC Form ADV (801-11781, CRD #110489) verified $5.72B discretionary AUM (Item 7.B Schedule D Private Feeder Funds); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($5M-$20M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-05-03

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Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (2) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Becker Capital Management, Inc.

737 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Becker Capital Management, Inc. (18 shared vehicles tracked; showing top 3 bilateral overlaps).

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1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 6 Shared Vehicles

Haverford Glacier Peak Bergstrom Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Pennsylvania
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Triton Fund VI (2023 Vintage)
Becker Capital Management, Inc.: $17.2M · SEC Form ADV 7.B
Haverford Glacier Peak Bergstrom Private Markets Primary & GP Seeder Fund-of-Funds: $87.0M · SEC Form ADV 7.B

Additional shared vehicles: Trive Structured Capital Fund I LP (2021 Vintage) · Trive Capital Fund IV LP (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 6 Shared Vehicles

Partners Capital Investment Group

OCIO / Wealth RIA Boston, MA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Trive Structured Capital Fund I LP (2021 Vintage)
Becker Capital Management, Inc.: $28.8M · SEC Form ADV 7.B
Partners Capital Investment Group: $138.8M · SEC Form ADV 7.B

Additional shared vehicles: Triton Fund VI (2023 Vintage) · Trive Capital Fund IV LP (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 6 Shared Vehicles

Cape Fear Great Neck Pembroke Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Trive Capital Fund IV LP (2021 Vintage)
Becker Capital Management, Inc.: $22.8M · SEC Form ADV 7.B
Cape Fear Great Neck Pembroke Institutional Outsourced CIO & Wealth Advisory: $47.5M · SEC Form ADV 7.B

Additional shared vehicles: Triton Fund VI (2023 Vintage) · Trive Structured Capital Fund I LP (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+734 Additional Institutional LPs Report Shared Vehicles with Becker Capital Management, Inc.

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Pre-Launch Pilot Mode · Early-Access Waitlist

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You are viewing 5 open public preview records (out of 18 total tracked records for Becker Capital Management, Inc.) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 18 tracked historical disclosure records (+13 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (737 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (2), investment contacts (4) & CRM export

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Strategies Disclosed by Becker Capital Management, Inc.

Buyout LPs →Private Credit LPs →Venture Capital LPs →Secondaries LPs →Growth Equity LPs →

Frequently Asked Questions: Becker Capital Management, Inc.

What type of institutional allocator is Becker Capital Management, Inc. and what is their typical disclosed ticket size?

Becker Capital Management, Inc. is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Portland, OR; Headquarters: Portland, OR). Across 18 historical disclosure records tracked on Prilago ($405.3M total parsed USD across disclosed rows), the median disclosed amount is $26.5M (range: $5.0M to $35.8M).

Which private-market strategies appear in Becker Capital Management, Inc.'s public disclosures?

Becker Capital Management, Inc. has disclosed records across Buyout, Private Credit, Venture Capital, Secondaries, Growth Equity. Open preview records include General Atlantic Investment Partners 2024, L.P. (2025 Vintage), PAI Europe VIII, L.P. (2025 Vintage), Coller International Partners IX, L.P. (2025 Vintage), Oak Hill Advisors Strategic Credit Fund IV, L.P. (2025 Vintage).

How are Becker Capital Management, Inc.'s historical records substantiated and separated from active searches on Prilago?

Records for Becker Capital Management, Inc. cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Becker Capital Management, Inc.'s full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/becker-capital-management-inc or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Becker Capital Management, Inc.?

In Prilago's bilateral commitment graph, Becker Capital Management, Inc. shares resolved underlying fund vehicles with 737 institutional LPs across 18 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include Haverford Glacier Peak Bergstrom Private Markets Primary & GP Seeder Fund-of-Funds (6 shared vehicles, e.g. Triton Fund VI (2023 Vintage)), Partners Capital Investment Group (6 shared vehicles, e.g. Trive Structured Capital Fund I LP (2021 Vintage)), Cape Fear Great Neck Pembroke Institutional Outsourced CIO & Wealth Advisory (6 shared vehicles, e.g. Trive Capital Fund IV LP (2021 Vintage)).

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