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New York, NY Office

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Beck, Mack & Oliver LLC logo

Beck, Mack & Oliver LLC

Multi-team

Firm-wide stats for Beck, Mack & Oliver LLC

Total advisors

8

Across 2 offices

Clients per advisor

189 Very High

Avg AUM per client

$3,372,704 Very High

HNW client ratio

47% Very High

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.

Based on Beck, Mack & Oliver LLC

Expertise

Active portfolio management Private / alternative investments Concentrated stock management

Based on Beck, Mack & Oliver LLC

Occupation focus

Founder/Business Owner

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

user avatar

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.

Active portfolio management Private / alternative investments Concentrated stock management Founder/Business Owner
user avatar

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.

Active portfolio management Private / alternative investments Concentrated stock management Founder/Business Owner
user avatar

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.

Active portfolio management Private / alternative investments Concentrated stock management Founder/Business Owner
user avatar

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.

Active portfolio management Private / alternative investments Concentrated stock management Founder/Business Owner
user avatar

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.

Active portfolio management Private / alternative investments Concentrated stock management Founder/Business Owner
user avatar

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.

Active portfolio management Private / alternative investments Concentrated stock management Founder/Business Owner
user avatar

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.

Active portfolio management Private / alternative investments Concentrated stock management Founder/Business Owner
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