Beck, Mack & Oliver LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$5,099,527,938
Clients
1,512
Advisors
8
across 2 offices
About
Beck, Mack & Oliver LLC provides discretionary asset management primarily through separately managed accounts and serves individuals, high‑net‑worth clients, trusts, tax‑exempt institutions, and pooled investment vehicles. The firm manages approximately $6.1 billion and acts as investment adviser to the Beck, Mack & Oliver Partners Fund while also serving as investment manager to private limited partnerships and an offshore master‑feeder structure.
BM&O follows a long‑only, value‑based, process‑driven equity approach rooted in fundamental research conducted by portfolio managers who meet regularly; portfolios are customized to clients’ objectives and are predominantly discretionary. For certain pooled vehicles (notably Beck Mack Limited Partnership and ERB Value Partners LP) the firm employs a concentrated, long‑biased strategy that may use leverage and, for those partnerships, limited options exposure, distinguishing those strategies from its typical SMAs.
Noteworthy operational features include acting as a private fund adviser and fund sponsor — including a Cayman Islands offshore vehicle that invests through a Delaware master fund — and the presence of performance‑based incentive allocations in its limited partnerships (e.g., 20% of net profits above specified hurdle rates). The firm emphasizes investment management rather than financial planning and maintains enhanced compliance controls around related‑party ownership and employee trading, including monitoring and blackout policies tied to board service and member ownership stakes in private partnerships.
Client services
Expertise
Occupation focus
Fee options
$0 - $5,000,000: 1% $5,000,001 - $10,000,000: 0.75% $10,000,001+: 0.5%
Performance fees on BMLP and ERBLP limited partnerships: 20% of net profits above 5% (BMLP) or 4% (ERBLP) per annum
Minimum fee: Fees less than $25 per billing period are waived Fee-only: Standard asset-based fees as above; administrative expense fees for private investments (0.5% on committed capital initially, 0.1% annually thereafter)
Main office
See office565 Fifth Avenue, 19th Floor
New York NY 10017-7111
Advisors at this office
7
Offices (2)
Most active in
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Disclosures
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Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Edward T
Series 63, Series 65
Charlotte, NC
Beck, Mack & Oliver LLC
Edward Taylor III is a financial advisor at Beck, Mack & Oliver LLC with five years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Beck, Mack & Oliver, he worked at Banbury Partner LP and Scopia Capital Management LP. Beck, Mack & Oliver LLC provides discretionary asset management primarily through separately managed accounts for individuals, high-net-worth clients, trusts, tax-exempt institutions, and pooled investment vehicles. The firm follows a long-only, value-based, process-driven equity approach rooted in fundamental research and manages approximately $6.1 billion.
Robert C
New York, NY
Beck, Mack & Oliver LLC
Robert Campbell is a financial advisor at Beck, Mack & Oliver LLC with four years of industry experience. He serves as Chairman of the Board, as well as Chair of the Audit and Investment Committees, at Enstar, a runoff insurance company. Beck, Mack & Oliver LLC provides asset management services to individuals, high net worth clients, trusts, tax-exempt institutions, corporations, and pooled vehicles, primarily through separately managed accounts. The firm employs a value-based, long-term equity investment approach and manages both registered investment companies and private pooled funds.
Lyman D
New York, NY
Beck, Mack & Oliver LLC
Lyman Delano is a financial advisor at Beck, Mack & Oliver LLC with 13 years of industry experience. He has been with Beck, Mack & Oliver since 2005. Beck, Mack & Oliver LLC provides discretionary asset management primarily through separately managed accounts, serving individuals, high-net-worth clients, trusts, tax-exempt institutions, and pooled investment vehicles. The firm follows a long-only, value-based equity approach rooted in fundamental research, managing approximately $6.1 billion and acting as investment adviser to various private funds and partnerships.
Elizabeth B
New York, NY
Beck, Mack & Oliver LLC
Elizabeth Barney is a financial advisor at Beck, Mack & Oliver LLC with four years of industry experience. She has worked at Beck, Mack & Oliver since 2018 and previously spent seven years at Berkshire Hathaway. Beck, Mack & Oliver LLC provides asset management services to individuals, high net worth clients, trusts, tax-exempt institutions, corporations, and pooled vehicles, primarily through separately managed accounts. The firm employs a value-based, long-term equity approach with fundamental company research and tailored portfolio construction, and it manages both long-only and more complex pooled fund strategies.
Matthew G
Series 65
New York, NY
Beck, Mack & Oliver LLC
Matthew Greenwald is a financial advisor at Beck, Mack & Oliver LLC with four years of industry experience. He holds a Series 65 designation and has been with Beck, Mack & Oliver since 2010. Beck, Mack & Oliver LLC provides asset management services to individuals, high net worth clients, trusts, tax-exempt institutions, corporations, and pooled vehicles, primarily through separately managed accounts. The firm employs a value-based, long-term equity investment approach with a process-driven discipline tailored to clients’ objectives and tax status, and manages both registered investment companies and multiple private pooled funds.
Robert B
New York, NY
Beck, Mack & Oliver LLC
Robert Beck is a financial advisor at Beck, Mack & Oliver LLC with four years of industry experience. He has been with Beck, Mack & Oliver since 1985. Beck, Mack & Oliver LLC provides asset management services to individuals, high net worth clients, trusts, tax-exempt institutions, corporations, and pooled vehicles, primarily through separately managed accounts. The firm employs a value-based, long-term equity investment approach and manages both registered investment companies and private pooled funds.
Richard F
New York, NY
Beck, Mack & Oliver LLC
Richard Fitzgerald is a financial advisor at Beck, Mack & Oliver LLC in New York, NY, with four years of industry experience. He has been with Beck, Mack & Oliver since 2016. Beck, Mack & Oliver LLC provides asset management to individuals, high net worth clients, trusts, tax-exempt institutions, corporations, and pooled vehicles, primarily through separately managed accounts. The firm employs a value-based, long-term equity discipline with fundamental research and tailored portfolio construction, and manages both registered investment companies and private pooled funds using a range of strategies, including long-biased concentrated approaches with selective leverage.
John E
CFA®
New York, NY
Beck, Mack & Oliver LLC
John Ellis is a CFA® charterholder with four years of industry experience, currently serving as a financial advisor at Beck, Mack & Oliver LLC in New York. He has been with the firm since 2010. Beck, Mack & Oliver LLC provides asset management services to individuals, high net worth clients, trusts, tax-exempt institutions, corporations, and pooled vehicles, primarily through separately managed accounts. The firm follows a value-based, long-term equity investment approach, conducting fundamental research and tailoring portfolios to client objectives and tax considerations, while also managing private funds with strategies that include selective leverage and derivatives.
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