# Beck, Mack & Oliver LLC

> Beck, Mack & Oliver LLC is an SEC-registered investment advisory firm in New York, NY, registered since 1940, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 105466
- Filed as: BECK, MACK & OLIVER LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/105466
- AdvisorCensus page: https://advisorcensus.com/firm/beck-mack-and-oliver-llc-new-york-ny-105466

## Quick answers

**How is Beck, Mack & Oliver LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Beck, Mack & Oliver LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Beck, Mack & Oliver LLC located?**
Beck, Mack & Oliver LLC's principal office is in New York, NY, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Beck, Mack & Oliver LLC registered with the SEC or a state?**
Beck, Mack & Oliver LLC is an SEC-registered investment advisory firm, registered since 1940. Status as filed: Approved. CRD 105466.

**How much does Beck, Mack & Oliver LLC manage?**
Beck, Mack & Oliver LLC reports $6,180,820,812 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (99% discretionary).

**How have Beck, Mack & Oliver LLC's assets and staff changed since 2021?**
In the Form ADV data for Beck, Mack & Oliver LLC: Regulatory assets under management: $3,749,348,190 in the October 2021 data and $6,180,820,812 in the October 2026 data, up 65%. Total employees: 20 in October 2021 and 24 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Beck, Mack & Oliver LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (795); high net worth individuals (717); charitable organizations (38).

**Which custodians does Beck, Mack & Oliver LLC use?**
Beck, Mack & Oliver LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab Corporation, Fidelity Investments and Fiduciary Trust Company International as custodians holding 10% or more of its separately managed account assets.

**Does Beck, Mack & Oliver LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/105466

**What changed in Beck, Mack & Oliver LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 9 to 10.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab Corporation
- Fidelity Investments
- Fiduciary Trust Company International

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $6,180,820,812
- Discretionary: $6,100,702,786
- Non-discretionary: $80,118,026

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 795 | $156,010,139 |
| High net worth individuals | 717 | $4,943,517,799 |
| Investment companies | 1 | $81,231,600 |
| Pooled investment vehicles (other than investment companies and business development companies) | 18 | $320,496,482 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 30 | $64,158,935 |
| Charitable organizations | 38 | $286,926,884 |
| Corporations or other businesses not listed above | 29 | $328,478,973 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (and business development companies)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 1940 (85 years)
- Employees: 24 total, 10 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, KY, LA, MA, MD, ME, NC, NH, NJ, NY, OH, PA, RI, SC, TN, TX, VA, VT, WA, WV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Charlotte, NC

### Websites listed on Form ADV (Item 1.I)
- [beckmack.com](https://beckmack.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $3,749,348,190 | 20 | March 26, 2021 |
| October 2022 | $4,750,619,302 | 20 | February 17, 2022 |
| October 2023 | $3,861,096,423 | 20 | March 7, 2023 |
| October 2024 | $4,760,323,449 | 21 | March 26, 2024 |
| October 2025 | $5,908,554,664 | 23 | March 24, 2025 |
| October 2026 | $6,180,820,812 | 24 | March 25, 2026 |

Regulatory assets under management: $3,749,348,190 in the October 2021 data and $6,180,820,812 in the October 2026 data, up 65%.
Total employees: 20 in October 2021 and 24 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 9 to 10.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Beck, Mack & Oliver LLC (CRD 105466): Form ADV filing data as of October 2026.