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- Custodian
- Broadridge · Charles Schwab & Company · Fidelity/NFS · Fiduciary Trust · Inspira Financial Trust · LLC · JP Morgan · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 11-01-1940
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between March 24, 2025 and March 25, 2026, reported AUM increased 4.6%, from $5.9B to $6.2B.
Across 5 reported observations, AUM increased 30.1% between February 17, 2022 and March 25, 2026, from $4.8B to $6.2B.
Of the latest reported AUM, 98.7% is discretionary and 1.3% is non-discretionary.
The firm reports 10 advisory representatives and 1,628 clients, or 162.8 clients per representative. That equates to $3.8M in reported AUM per client.
The profile lists 1 reported office location and 85 years in operation. The source data was last updated on March 25, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Beck, Mack & Oliver LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JOHN CLYDE ELLIS
Managing Member, Partner
- CRD
- #5062065
- Ownership
- 25% but less than 50%
ELIZABETH RYAN BARNEY
Analyst, Partner
- CRD
- #7243474
- Ownership
- 10% but less than 25%
Showing 2 of 8 owners & executives
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MATTHEW JOSEPH GREENWALD
--
- CRD
- #1389467
Showing 1 of 9 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Beck, Mack & Oliver LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Beck, Mack & Oliver LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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