Beck, Mack & Oliver LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 25, 2026, reports $6.2B in regulatory assets under management, 24 employees, 1 office, and 1,628 accounts.
Assets Under Management
$6.2B
Employees
24
Offices
1 office
Total Clients
1,628
Primary office
NEW YORK, NY
565 FIFTH AVENUE, 19TH FLOOR, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 48.8% of total clients.
Top client categories% of clientsClients
1
Individuals
48.8%
795
2
HNWI
44.0%
717
3
Charitable
2.3%
38
4
Pension Plans
1.8%
30
5
Corporations
1.8%
29
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$6.2Bas of March 25, 2026
Discretionary98.7%
$6.1B
99% of total RAUM98.7%
Non-discretionary1.3%
$80M
1% of total RAUM1.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$6.2B
Total Accounts1,628
10Y AUM Change+$2.6B (+73.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees24
Clients per Employee68:1
10Y Employee Change+5 (+26.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.