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BECK, MACK & OLIVER LLC
CRD 105466File 801-482
APPROVED
Retail clients
Custody
Filing as of Mar 25, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$6.18B
Top 25% of cohort (national)
Discretionary AUM
$6.10B
Non-discretionary $80.1M
Clients
1,628
1,628 accounts
Employees
24
Top 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Nov 1, 1940
- Principal office
- 565 FIFTH AVENUE, 19TH FLOOR, NEW YORK, NY, 10017-7111
- Phone
- 212-661-2640
- Website
- HTTP://WWW.BECKMACK.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $6.18B
- Discretionary AUM
- $6.10B
- Non-discretionary AUM
- $80.1M
- Discretionary accounts
- 1,617
- Non-discretionary accounts
- 11
- Total accounts
- 1,628
- AUM per client
- $3.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 29 | $328.5M |
| Investment companies | 1 | $81.2M |
| Charitable organizations | 38 | $286.9M |
| High net worth individuals | 717 | $4.94B |
| Pooled investment vehicles | 18 | $320.5M |
| Pension and profit sharing plans | 30 | $64.2M |
| Individuals (other than high net worth individuals) | 795 | $156.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.