SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Beck, Mack & Oliver LLC
New York, NY
CRD 105466
Firm filing updated March 25, 2026 ·
- $6.2BAssets
- 1,628Clients
- 10Advisory staff
- 1,628Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Performance-based feesYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- OtherNo
Who the firm serves
- Individuals795
- High net worth individuals717
- Charities38
- Pension and profit sharing plans30
- Corporations or other businesses29
- and 2 more19
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 795 | $156.0 million |
| High net worth individuals | 717 | $4.9 billion |
| Investment companies | 1 | $81.2 million |
| Pooled investment vehicles (other than investment companies and business development companies) | 18 | $320.5 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 30 | $64.2 million |
| Charitable organizations | 38 | $286.9 million |
| Corporations or other businesses not listed above | 29 | $328.5 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles (other than investment companies)
See all 5 services
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$6.2 billion
- Accounts1,628
- Discretionary$6.1 billion · 1,617 accounts
- Non-discretionary$80.1 million · 11 accounts
People
- Employees24
- Advisory staff10
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients0
Advisors
6 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 105466, SEC file 801-482.
- Registered with the SEC as an investment advisor (status date on record: November 1, 1940).
Is Beck, Mack & Oliver LLC a fiduciary?
Short answer: Beck, Mack & Oliver LLC is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.