BECK, MACK & OLIVER LLC
SEC RegisteredAbout the firm
Beck Mack + Oliver is an independent, partner-owned investment advisory firm founded in 1931 with $6.1 billion in AUM. The firm concentrates client capital into 20-25 businesses that generate economic returns far in excess of their costs of capital, are run by capable stewards, and trade at sensible prices. It emphasizes personal attention, integrity, and long-term focus in both its investment approach and client interactions.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Separately Managed Accounts (Equity, Fixed Income, Cash Management) and the Beck Mack + Oliver Partners Fund (BMPEX), a registered open-end mutual fund.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 795 | $156M |
| High Net Worth Individuals | 717 | $4.9B |
| Pension/Profit Sharing Plans | 18 | $320M |
| Charitable Organizations | 30 | $64M |
| State/Municipal Entities | 38 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
8 advisors in the directory
Regulatory & compliance
Data as of March 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BECK, MACK & OLIVER LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.