Wealth manager, independent · New York, NY
Beck, Mack & Oliver LLC
SEC-registered investment adviser · CRD 105466 · SEC 801-482
At a glance
Beck, Mack & Oliver LLC is an SEC-registered investment adviser based in New York, New York, with $6.2 billion in regulatory assets under management as of its Form ADV filed March 25, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 1,512 individual clients. By Form ADV it is a wealth manager, ranked 272nd of 8,915 wealth managers and 1,821st of 17,210 SEC-registered advisers by assets.
Main office 212-661-2640beckmack.comAs filed on Form ADV
- Regulatory AUM
- $6.2B
- Rank among wealth managers
- #272 of 8,915
- Rank among all SEC RIAs
- #1,821 of 17,210
- Rank in New York
- #477 of 2,591
- Individual clients
- 1,512
- High-net-worth clients
- 717
- Accounts
- 1,628
- Discretionary
- 99% of AUM
- Employees
- 24
- Advisory staff
- 10
- Offices
- 2
Owners and executives on its Form ADV
- Robert C. BeckSenior Member and Managing Member
- Robert J. CampbellMember
- Lyman DelanoMember
- Richard C. FitzgeraldMember
- Maria De LeonChief Compliance Officer
- John C. EllisManaging Member
- Elizabeth R. BarneyMember
- Edward T. TaylorMember
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 717 | $4.9B | 80% |
| Corporations or other businesses | 29 | $328M | 5% |
| Pooled investment vehicles | 18 | $320M | 5% |
| Charitable organizations | 38 | $287M | 5% |
| Individuals | 795 | $156M | 3% |
| Investment companies | 1 | $81M | 1% |
| Pension and profit sharing plans | 30 | $64M | 1% |
Private funds
Beck, Mack & Oliver LLC reports 19 private funds with $329M in gross assets: hedge funds, other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Beck, Mack & Oliver LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗beckmack.com ↗
AtlasMembers
The full record on Beck, Mack & Oliver LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 660 peers of its type and size
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- Owners and executives, with titles and stakes
- 8 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Beck, Mack & Oliver LLC manage?
Beck, Mack & Oliver LLC reports $6.2 billion in regulatory assets under management across 1,628 accounts, 99% of it on a discretionary basis, on its Form ADV filed March 25, 2026.
What kind of firm is Beck, Mack & Oliver LLC?
Beck, Mack & Oliver LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Beck, Mack & Oliver LLC’s clients?
By assets, its largest client types are high-net-worth individuals ($4.9 billion, 717 clients); corporations or other businesses ($328 million, 29 clients); pooled investment vehicles ($320 million, 18 clients).
Does Beck, Mack & Oliver LLC manage private funds?
Yes. It reports 19 private funds with $329 million in gross assets, including hedge funds, other private funds.
Does Beck, Mack & Oliver LLC have any disciplinary history?
Beck, Mack & Oliver LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Beck, Mack & Oliver LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-25), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →