BECK, MACK & OLIVER LLC

Latest filing: Mar 26, 2024 (218 days ago)
View on IAPD
Adviser Website

AUM

$4,760,323,449
23% change vs. 1 year ago
27% change vs. 3 years ago
59% change vs. 5 years ago
2% change vs. 10 years ago

Employee Count

21
5% change vs. 1 year ago
5% change vs. 3 years ago
5% change vs. 5 years ago
-12% change vs. 10 years ago

Main Office

NEW YORK, NY
565 FIFTH AVENUE, NEW YORK, NY, UNITED STATES, 10017-7111

Client AUM

Discretion AUM
Discretionary $4.7
Non-Discretionary $0.0
Total $4.8
Client AUM
Retail $3.9
Pooled $0.3
Institutional $0.5
Total $4.8
Retail Accounts AUM
Individual 599 $0.1
Average Individual AUM $247,290
HNW 647 $3.8
Average HNW AUM $5,859,709
Retail Total 1,246 $3.9
Average Retail AUM $3,161,604

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM
FNZ TRUST COMPANY BOSTON-MA-USA $1.5
CHARLES SCHWAB CORPORATION SAN FRANCISCO,-CA-USA $1.3
FIDUCIARY TRUST COMPANY INTERNATIONAL NEW YORK-NY-USA $0.6

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $4.4
Retail SMA AUM $3.9
Institutional SMA AUM $0.5
Asset Class % AUM
Equity Exch 92% $4.1
Equity Non-Exch 0% $0.0
Govt Agency 3% $0.1
Municipal 1% $0.0
Sovereign 0% $0.0
IG Credit 1% $0.0
HY Credit 0% $0.0
Derivatives 0% $0.0
Investment Companies 0% $0.0
Other Pools 0% $0.0
Cash 3% $0.1
Other 0% $0.0
Total 100% $4.4

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Affiliates

Affiliates AUM Business Types CRD Number
ERB VALUE PARTNERS GP, LLC $0.0 -
BECK MACK GP LLC $0.0 -
BECK, MACK PRIVATE GP LLC $0.0 -

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Control Persons

8 active

Name Title
BECK, ROBERT, CHILDRESS SENIOR MEMBER AND MANAGING MEMBER
CAMPBELL, ROBERT, JOHNSON MEMBER
DELANO, LYMAN MEMBER
FITZGERALD, RICHARD, CHARLES MEMBER
DE LEON, MARIA CHIEF COMPLIANCE OFFICER
ELLIS, JOHN, CLYDE MANAGING MEMBER
BARNEY, ELIZABETH, RYAN MEMBER
TAYLOR, EDWARD, TENNENT MEMBER

ADVDB.CO • SOURCE: SEC

Representatives

8 active representatives found

Name City State Exams Designations
JOHN ELLIS NEW YORK NY CHARTERED FINANCIAL ANALYST
MATTHEW GREENWALD NEW YORK NY S65|1996-04-17
EDWARD TAYLOR NEW YORK NY S63|2008-08-19|S65|2021-09-28
LYMAN DELANO NEW YORK NY
ROBERT CAMPBELL NEW YORK NY
ROBERT BECK NEW YORK NY
RICHARD FITZGERALD NEW YORK NY
ELIZABETH BARNEY NEW YORK NY

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2024-10-01 $4.8 $0.0 0% 21 0 0%
2024-04-02 $4.8 $0.0 0% 21 0 0%
2023-04-04 $3.9 $0.9 23% 20 1 5%
2022-04-01 $4.8 $0.0 0% 20 1 5%
2021-04-05 $3.7 $1.0 27% 20 1 5%
2020-04-01 $3.2 $1.5 47% 20 1 5%
2019-04-01 $3.0 $1.8 59% 20 1 5%
2018-04-02 $3.5 $1.2 34% 20 1 5%
2017-04-01 $3.6 $1.2 34% 19 2 11%
2016-04-01 $3.8 $0.9 25% 24 -3 -12%
2015-04-01 $5.3 -$0.5 -10% 24 -3 -12%
2014-04-01 $4.7 $0.1 2% 24 -3 -12%
2013-04-01 $4.3 $0.5 11% 23 -2 -9%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
NY, AK-02/14/2022, AL-03/30/2011, AZ-07/05/2000, CA-12/09/1996, CO-11/25/2013, CT-09/08/1997, DC-05/01/1998, DE-03/16/1998, FL-05/22/1979, GA-10/24/2000, IA-04/21/2009, IL-03/27/1998, KY-03/04/2008, LA-02/14/2022, MA-10/10/2000, MD-03/17/1998, ME-04/15/1998, NC-01/04/2001, NH-01/09/1997, NJ-03/25/1998, NY-01/09/1974, OH-07/07/2000, PA-12/01/1941, RI-03/30/1998, SC-06/21/2006, TN-11/25/2013, TX-03/31/1998, VA-03/03/1998, VT-03/27/1998, WA-03/09/1998, WV-02/10/1987
ADVISER ACTIVITIES
PORTFOLIO MANAGEMENT
PORTFOLIO MANAGEMENT (RIC)
PORTFOLIO MANAGEMENT (POOLS)
PORTFOLIO MANAGEMENT (SMB)
MANAGER SELECTION
OTHER ACTIVITIES

ADVDB.CO • SOURCE: SEC FORM ADV