Multi-Family OfficeRIA · CRD 110489SEC-RegisteredPrivate Fund Adviser

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Becker Capital Management

Becker Capital Management traces its start to 1976 when Patrick E. Becker Sr. established the firm. Wealth originated inside its investment-management practice...

Becker Capital Management logo

Becker Capital Management

Becker Capital Management traces its start to 1976 when Patrick E. Becker Sr. established the firm. Wealth originated inside its investment-management practice rather than from a single operating business. The firm continues as an independent, employee-owned entity serving affluent families and institutions. The firm deploys capital through discretionary portfolios that span public equities, fixed income, real assets, and private funds. It participates in fund-of-funds commitments and direct real-estate vehicles. Confirmed holdings include positions in the Becker/Mark Real Estate Opportunity Fund LP and residential property at Black Butte Ranch. Activity remains concentrated in North America. The firm lists no disclosed headcount or additional offices beyond Portland. Patrick Becker Jr. serves as CEO and President. Family members hold operational and philanthropic roles. Patrick Becker Jr. served as Board President of the Waverley Country Club in 2018. The firm maintains separation between its investment-management business and its philanthropic program. Governance stays inside the founding family with no external succession vehicle disclosed.

General information

Firm type

Multi Family Office

Year founded

1976

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Portland

Corporate office

Portland, OR, United States

Principals

Jo Becker

Philanthropic leadership

Altss tracks 3 additional named team members for this firm — including direct investment leads, IR, and operating principals not listed on the public website.

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Sector focus

Private EquityReal EstateFund of Funds

Frequently asked questions

Who runs investment decisions at Becker Capital Management?

Patrick E. Becker Sr. serves as Founder and Chairman. Patrick Becker Jr. holds the roles of CEO and President and oversees day-to-day operations.

How is Becker Capital Management structured relative to its clients?

The firm operates as a multi-family office that manages discretionary portfolios for multiple families, nonprofits, and institutions rather than a single-family mandate.

Does Becker Capital Management commit to external funds or focus on direct investments?

The firm uses both approaches. It participates in fund-of-funds vehicles and maintains direct real-estate holdings such as the Becker/Mark Real Estate Opportunity Fund LP.

Where does the underlying wealth originate?

Wealth originated from the firm's own investment-management practice established in 1976, not from an operating business outside asset management.

What geographic regions does the firm cover?

Activity centers on North America with confirmed real-estate assets in Oregon.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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