New York, NY Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Beck, Mack & Oliver LLC
Multi-team
Firm-wide stats for Beck, Mack & Oliver LLC
Clients per advisor
189 Very HighAvg AUM per client
$3,372,704 Very HighHNW client ratio
47% Very HighAbout
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.
Based on Beck, Mack & Oliver LLC
Expertise
Based on Beck, Mack & Oliver LLC
Location
565 Fifth Avenue, 19th Floor
New York NY 10017-7111
Advisors at this office
7
Advisors at this office
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