Beck Mack + Oliver
TL;DR
Founded in 1931, asset manager providing separately managed accounts to individuals and institutions, about $6.1 billion across roughly 386 client relationships.
$6.2 billion
Regulatory AUM
As of ADV filing 2026-03-25
1,628
Accounts / Clients
1,512 clients
0
Disclosures
Item 11 events
SEC
Registration
SEC-registered
24
Team Size
employees, 10 advisory
86 yrs
Years Registered
First registered 1940
About Beck Mack + Oliver
Founded in 1931, asset manager providing separately managed accounts to individuals and institutions, about $6.1 billion across roughly 386 client relationships.
Office: 565 Fifth Avenue, 19th Floor, New York, NY 10017.
Best for: Investors wanting a partner-owned, equity-focused separate account manager
Fee model and designations stated on the guide
Advisory feesCFA or CPA named
Form ADV data
CRD105466
RegistrationSEC-registered
First registration1940
Regulatory AUM$6.2 billion
ADV filing date2026-03-25
Accounts1,628
Clients1,512 individual and high-net-worth clients
Employees24
Advisory employees10
Fee modelAdvisory fees; ADV 2A says no share of commissions, never states fee-only
MinimumNot disclosed
Disclosure events (Item 11)0
DesignationsCFA named on the investment team page
Source: SEC Investment Adviser Public Disclosure, CRD 105466, as of ADV filing 2026-03-25, pulled October 10, 2026.
Ranked on ProCloser
- Top 10 Wealth Managers in New York, NY (2026): rank 8 of 10
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