Beck, Mack & Oliver LLC
Registered investment adviser · New York, NY · CRD #105466
Form ADV data as of 2026-09-01Regulatory assets
$6.18 billion
Total accounts
1,628
Employees
24
Disclosure events
0
Firm details
- Website: http://www.beckmack.com
- Telephone: 212-661-2640
- SEC file number: 801-482
- Most recent Form ADV filing: 2026-03-25
- SEC record: View this firm on the SEC's IAPD site
Disciplinary disclosures
This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.
Assets and accounts
| Provides continuous and regular supervisory or management services | Yes |
| Discretionary regulatory assets under management | $6.10 billion |
| Non-discretionary regulatory assets under management | $80.1 million |
| Total regulatory assets under management | $6.18 billion |
| Discretionary accounts | 1,617 |
| Non-discretionary accounts | 11 |
| Total accounts | 1,628 |
| Regulatory assets under management attributable to non-U.S. persons | $60.4 million |
People
| Total employees (excluding clerical) | 24 |
| Employees performing investment advisory functions (including research) | 10 |
| Employees who are registered representatives of a broker-dealer | 0 |
| Employees registered as investment adviser representatives with a state | 0 |
| Employees registered as IARs for another investment adviser | 0 |
| Employees who are licensed insurance agents | 0 |
| Firms or persons who solicit advisory clients on the firm's behalf | 0 |
Custody
| Has custody of client cash or bank accounts | Yes |
| Has custody of client securities | Yes |
| Client funds and securities held in the firm's custody | $6.18 billion |
| Clients for whom the firm has custody | 2,394 |
| A related person has custody of client cash or bank accounts | No |
| A related person has custody of client securities | No |
| Client funds and securities held in a related person's custody | $0 |
| Clients for whom a related person has custody | 0 |
| The firm acts as a qualified custodian | No |
| A related person acts as a qualified custodian | No |
| Number of persons acting as qualified custodians for the firm's clients | 25 |
How the firm is compensated
Advisory services offered
Affiliated related persons
Reported conflicts of interest
Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:
- Buys or sells for itself securities it also recommends to clients
- Recommends securities in which it has another proprietary interest
- Recommends securities for which it serves as underwriter or general partner
- Recommends brokers or dealers to clients
- Receives soft dollar benefits
- Compensates a non-employee for client referrals
Client types
| Type of client | Clients | Assets |
|---|---|---|
| Individuals (other than high net worth individuals) | 795 | $156.0 million |
| High net worth individuals | 717 | $4.94 billion |
| Investment companies | 1 | $81.2 million |
| Pooled investment vehicles (other than investment companies and BDCs) | 18 | $320.5 million |
| Pension and profit sharing plans (not the participants or government plans) | 30 | $64.2 million |
| Charitable organizations | 38 | $286.9 million |
| Corporations or other businesses not listed above | 29 | $328.5 million |