$6.2B Total AUM
$6.1B Disc. AUM
17.0% 3Y CAGR
24 Employees
1,628 ADV. Clients
85 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
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
5 yrs AVG TENURE
24 Employees
10 Advisory Reps
0 RIA Reps
85yrs Firm Age
Insights
Unlock to see real insight on north frontier.
See the complete signal summary connected to pioneer.
Request access to benchmark trends tied to matrix.
Open the full profile to inspect shifts in meridian delta.
Request access to benchmark trends tied to horizon.
Request access to benchmark trends tied to vital fusion.
Upgrade to reveal position-level detail across frontier signal.
Upgrade to reveal position-level detail across crest prime.
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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
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 |