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 a long-established investment adviser organized as a limited liability company and registered with the SEC since 1940. The firm operates as a hedge-fund/other fund provider and serves both high-net-worth individuals and institutional clients. Its advisory scope includes discretionary portfolio management for individuals, pooled vehicles, investment companies and institutions, plus the selection of sub‑advisers. The firm also acts as sponsor, general partner and managing member on pooled investment vehicles. Fee arrangements combine a percentage-of-AUM charge with performance-based fees. Beck, Mack & Oliver is not identified as an active ESG investor.