Beck, Mack & Oliver LLC

RIASEC RegisteredEst. 1940

Total AUM

$6.2B

Discretionary

$6.1B

99% of AUM

Avg account

$3.8M

Accounts

1,628

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 105466
Registered since: November 1, 1940
Website: www.beckmack.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC, FIDUCIARY TRUST COMPANY INTERNATIONAL
Fee structure: Percentage of AUM, Performance Based Fees
Client types: HNWI79.98%
Corporations / Businesses5.31%
Pooled Investment Vehicles5.19%
Charitable Organizations4.64%
Individuals2.52%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Beck, Mack & Oliver LLC is an SEC-registered investment adviser organized as an LLC and first registered in 1940. The firm operates as a hybrid manager — classified in FINTRX as a hedge fund and other fund provider — serving both individual/family clients and institutional investors. Ownership is listed as individual, and the firm charges both asset-based fees and performance-linked fees, consistent with manager-run pooled vehicles. Its advisory remit spans discretionary portfolio management across individuals, small businesses, investment companies, pooled vehicles and institutional clients, and it also performs selection of other advisers. The firm is active as a sponsor/GP and managing member of pooled investment vehicles. Beck, Mack & Oliver is not identified as an active ESG investor and does not report multi-state adviser status.