The BECKER CAPITAL MANAGEMENT, INC. is a privately held investment adviser that advises $5.73Bn in regulatory assets under management held in 1 SEC fund types across 2 investment strategies. BECKER CAPITAL MANAGEMENT, INC. is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 59.54% over the last 5-years.
The Group has been registered with the SEC for 49.32 years and is comprised of 1 filing and 0 relying advisers. They operate out of 4 office locations with their Headquarters at 1211 SW 5TH AVENUE SUITE 2600, PORTLAND, OREGON. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 42 employees comprised of 20 investment and 22 non-investment staff. The total number of Employees increased by 40% over the last 5-years.
Their $5.73Bn in assets advised are owned by 1 private fund, 1 public fund and BDCs and 94 other accounts. Assets of High Net Worth Individuals clients own $3.57Bn or 62.32% of Total Assets and Charitable Organizations own $1.5Bn or 26.07% of Total Assets.
The Group's top investment strategies include Long/Short Equity and Traditional LBO, representing 88.95% and 11.05% of total assets, respectively.
They advise 7 types of clients, top clients are High Net Worth Individuals and Charitable Organizations.
The Group uses 2 Fund Administrators, 2 Fund Auditors, 0 Prime Brokers, 2 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
BECKER CAPITAL MANAGEMENT, INC. names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.