Data / Investment advisers / New York / Beck, Mack & Oliver LLC
Beck, Mack & Oliver LLC, New York, NY: $6.2 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Beck, Mack & Oliver LLC is an SEC registered investment adviser with its main office in New York, New York and reports $6.2 billion in regulatory assets under management in its Form ADV filed March 25, 2026. Its clients include high net worth individuals, corporations and other businesses and pooled investment vehicles. It is paid through a percentage of assets under management and performance based fees. It advises 19 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 105466
- SEC file number
- 801-482
- SEC status
- Approved, effective November 1, 1940
- Main office
- 565 Fifth Avenue 19th Floor, New York, NY 10017
- Phone
- (212) 661-2640
- Website
- beckmack.com
- Regulatory AUM
- $6,180,820,812 in the Form ADV filed March 25, 2026
- Discretionary AUM
- $6,100,702,786
- Non discretionary AUM
- $80,118,026
- Accounts
- 1,628
- Employees
- 24, of which 10 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 19: 17 other private funds, 2 hedge funds
- Gross assets of private funds
- $328,596,483
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 25, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 717 | $4.94 billion |
| Corporations or other businesses | 29 | $328.5 million |
| Pooled investment vehicles | 18 | $320.5 million |
| Charitable organizations | 38 | $286.9 million |
| Individuals (other than high net worth individuals) | 795 | $156 million |
| Investment companies | 1 | $81.2 million |
| Pension and profit sharing plans | 30 | $64.2 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $6.18 billion | March 25, 2026 |
| December 1, 2025 | $5.91 billion | March 24, 2025 |
Other advisers in New York
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Stelac Advisory Services LLC | New York | $6.29 billion | 3 | adviserinfo.sec.gov |
| Kimmeridge Energy Management Company, LLC | New York | $6.27 billion | 24 | adviserinfo.sec.gov |
| Pinnacle Asset Management, L.P. | New York | $6.23 billion | 13 | adviserinfo.sec.gov |
| Brightwood Capital Advisors, LLC | New York | $6.19 billion | 34 | adviserinfo.sec.gov |
| Investcorp Investment Advisers LLC | New York | $6.19 billion | 55 | adviserinfo.sec.gov |
| Tikehau Capital North America LLC | New York | $6.16 billion | 29 | adviserinfo.sec.gov |
| Primary Wave Ip Investment Management LLC | New York | $6.14 billion | 6 | adviserinfo.sec.gov |
| Aperture Investors, LLC | New York | $6.06 billion | 9 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New York, NY
- Investment advisers in New York
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving corporations and other businesses
- Advisers that manage private funds
- Beck, Mack & Oliver LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.