$6.2B Total AUM
$6.1B Disc. AUM
17.0% 3Y CAGR
24 Employees
1,628 ADV. Clients
85 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Broadridge · Charles Schwab & Company · Fidelity/NFS · Fiduciary Trust · Inspira Financial Trust · LLC · JP Morgan · Pershing
- Clients
- Retail and Institutional
- Platforms
- TimberFusion foundation
- Established Date
- 11-01-1940
- Office Locations
- 1
Office Locations
565 Fifth Avenue 19th Floor NEW York NY
About Beck, Mack & Oliver LLC
Beck Mack + Oliver is an independent, partner-owned New York investment manager founded in 1931. The firm provides discretionary investment management with a high-conviction, long-term equity approach, concentrating capital in ~20–25 companies selected through primary research and value discipline. Experience includes managing tax-exempt endowment fund accounts (no leverage) and a service model built on close, collaborative client attention.
Team overview
40 AVG AGE
$618.1M AVG AUM / ADVISOR
$3.8M AVG AUM / CLIENT
4.9 yrs AVG TENURE
24 Employees
10 Advisory Reps
0 RIA Reps
85yrs Firm Age
Insights
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Asset Classes
Bridge Focus Wave summit Ember Pioneer momentum Crest wave Matrix element
Client Personas
Atlas Delta crest
Custodian
Eagle zenith North Momentum Harbor
Investment Themes
Vector oak
Investment Vehicles
Capital
Services
Matrix element Optima Element signal
Technology
Bridge atlas Crest alpha
Owner & Executives
J
JOHN CLYDE ELLIS
Managing Member, Partner
- CRD
- #5062065
- Ownership
- 25% but less than 50%
(365) 855-7859
vector.matrix@unisoncapital.com
in linkedin.com/in/focus-frontier
E
ELIZABETH RYAN BARNEY
Analyst, Partner
- CRD
- #7243474
- Ownership
- 10% but less than 25%
(289) 914-2241
pathway.peak@pathwaycapital.com
in linkedin.com/in/legacy-timber
Z
Zenith vital
Alpha summit
- CRD
- #84406
- Ownership
- 28.3%
(485) 359-7436
peak.wave@deltacapital.com
in linkedin.com/in/insight-frontier
Showing 2 of 8 owners & executives
Unlock allContacts
M
MATTHEW JOSEPH GREENWALD
--
- CRD
- #1389467
(461) 822-1407
bridge.matrix@capitalcapital.com
in linkedin.com/in/summit-glacier
Showing 1 of 9 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,100,702,786 | $3,772,853 |
| Non-Discretionary | $80,118,026 | $7,283,457 |
| Total | $6,180,820,812 | $3,796,573 |
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Separately Managed Accounts
Total SMA Asset: $5,779,092,730
Equity - Exchange:
18.2% Cash:
12.5% U.S. Government/Agency:
26.5% Corporate - Investment Grade:
24.8% Public Funds:
18.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,624,198,353 | 18.2% |
| Cash | $1,115,520,847 | 12.5% |
| U.S. Government/Agency | $2,364,904,195 | 26.5% |
| Corporate - Investment Grade | $2,213,193,360 | 24.8% |
| Public Funds | $1,606,350,018 | 18.0% |
| Total | $8,924,166,773 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PIONEER VECTOR VALUE | EMBER BEACON | XEMQZ37N5 | TKA | 10.02% | $34,589,591 |
| OAK TIMBER PATHWAY | OPTIMA HORIZON | QNJJH5CJO | IJI | 3.12% | $95,273,539 |
| NORTH MATRIX SUMMIT | HORIZON TIMBER | ZJ3STD8VO | HAVM | 1.18% | $66,508,128 |
| SUMMIT MERIDIAN | NORTH VECTOR | B40GMA6EI | GVB | 10.79% | $110,700,698 |
| CREST PATHWAY ZENITH | EAGLE ELEMENT | 0VO6OVM9I | RIJNN | 2.22% | $37,070,371 |
| FOUNDATION MOMENTUM | FUSION FRONTIER | 6G8XJ5RJ6 | AQXVQ | 8.28% | $18,128,497 |
| ELEMENT CATALYST RIDGE | DELTA RADIAL | TZZDYD4Z8 | LXL | 9.78% | $108,593,041 |
| GLACIER BRIDGE | FOCUS OPTIMA | KPA60Z68T | DVAS | 6.80% | $7,275,894 |