BECK, MACK & OLIVER LLC
Adviser information for BECK, MACK & OLIVER LLC last updated from Form ADV on March 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | New York, United States |
Employees
| Total Number of Employees | 21 |
|---|---|
| Investment Advisory/Research | 8 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,337 | $4.7B |
| Non-Discretionary | 10 | $24.5M |
| Total | 1,347 | $4.8B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 599 | $148.1M |
| HNW Individuals | 647 | $3.8B |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 1 | $62.5M |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 21 | $248.3M |
| Pension and profit sharing plans | 24 | $56.9M |
| Charitable organizations | 33 | $259.0M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 22 | $194.3M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 1 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for investment companiesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Principal Office
565 FIFTH AVENUE19TH FLOOR
NEW YORK
NY
United States
Monday - Friday, 9:00AM-5:00PM
Tel: 212-661-2640, Fax: 212-953-2511
Websites
Chief Compliance Officer
MARIA DE LEON
CHIEF COMPLIANCE OFFICER
565 FIFTH AVENUE
19TH FLOOR
NEW YORK
NY
United States
Tel:
212-661-2640
Fax:
212-953-2511
M*******@***********M
(Full email address available in API data)
Industry Affiliates
| BECK MACK GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| BECK, MACK PRIVATE GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| ERB VALUE PARTNERS GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| BECK MACK LIMITED PARTNERSHIP | Hedge Fund | $93.6M | $1.0M | 51 |
| ERB VALUE PARTNERS LP | Hedge Fund | $72.8M | $1.0M | 43 |
| FUND 01 (TIGER) | FUND OF FUND | $0.0M | $0.0M | 37 |
| FUND 10 (JAX2) | FUND OF FUND | $0.1M | $0.0M | 23 |
| FUND 12 (LANCO III) | FUND OF FUND | $2.2M | $0.0M | 24 |
| FUND 13 (ROBCO V) | FUND OF FUND | $0.2M | $0.0M | 115 |
| FUND 14 (TALLCO) | FUND OF FUND | $10.1M | $0.0M | 23 |
| FUND 15 (TEPHCO) | PRIVATE COMPANY | $0.0M | $0.0M | 29 |
| FUND 17 (LANCO IV) | FUND OF FUND | $4.9M | $0.0M | 46 |
| FUND 18 (TRIFLOW) | FUND OF FUND | $1.3M | $0.0M | 100 |
| FUND 19 (LYMCO) | FUND OF FUND | $0.0M | $0.0M | 6 |
| FUND 20 (ROBCO VI) | FUND OF FUND | $5.4M | $0.0M | 82 |
| FUND 22 (LANCO V) | FUND OF FUND | $1.0M | $0.0M | 18 |
| FUND 25 (ROBCO VII) | FUND OF FUND | $18.4M | $0.1M | 73 |
| FUND 26 (BLIV) | FUND OF FUND | $3.4M | $0.0M | 7 |
| FUND 27 (LANCO VI) | FUND OF FUND | $3.6M | $0.1M | 23 |
| FUND 28 (ROBCO VIII) | FUND OF FUND | $15.4M | $0.1M | 70 |
| FUND 29 (LANCO VII) | FUND OF FUND | $2.7M | $0.0M | 24 |
| FUND 30 (LANCO VIII) | FUND OF FUND | $0.6M | $0.0M | 17 |
| FUND 31 (ROBCO IX) | FUND OF FUND | $9.7M | $0.1M | 60 |
| FUND 32 (ROBCO X) | FUND OF FUND | $2.7M | $0.1M | 42 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BECK, ROBERT, CHILDRESS | Individual | – | SENIOR MEMBER AND MANAGING MEMBER | 01/1988 | 10-25% |
| CAMPBELL, ROBERT, JOHNSON | Individual | – | MEMBER | 01/1992 | < 5% |
| DELANO, LYMAN | Individual | – | MEMBER | 10/2005 | 10-25% |
| FITZGERALD, RICHARD, CHARLES | Individual | – | MEMBER | 01/2018 | 10-25% |
| DE LEON, MARIA | Individual | – | CHIEF COMPLIANCE OFFICER | 02/2022 | < 5% |
| ELLIS, JOHN, CLYDE | Individual | – | MANAGING MEMBER | 01/2013 | 25-50% |
| BARNEY, ELIZABETH, RYAN | Individual | – | MEMBER | 01/2020 | 10-25% |
| TAYLOR, EDWARD, TENNENT | Individual | – | MEMBER | 01/2024 | 5-10% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 14th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| 1STDIBS COM INC COM | COM | 14M | 3M | – |
| ABBOTT LABS | COM | 82M | 791K | – |
| ABBVIE INC. COM | COM | 4M | 22K | – |
| ACCENTURE PLC | COM | 433K | 1K | – |
| ADVANCED DRAIN SYS INC COM | COM | 6M | 41K | – |
| ALLIANCE BERNSTEIN HOLDING L.P | COM | 259K | 8K | – |
| ALLSTATE CORP COM | COM | 341K | 2K | – |
| ALPHABET INC CAP STK CL A | COM | 87M | 480K | – |
| ALPHABET INC CAP STK CL C | COM | 213M | 1M | – |
| ALTRIA GROUP INC | COM | 256K | 6K | – |
| AMARIN CORP PLC SPONS ADR NEW | COM | 21K | 30K | – |
| AMAZON.COM INC | COM | 23M | 121K | – |
| AMDOCS LTD | COM | 1M | 17K | – |
| AMERICAN EXPRESS CO | COM | 87M | 375K | – |
| AMERICAN TOWER REIT COM | COM | 207K | 1K | – |
| AMGEN INC COM | COM | 1M | 5K | – |
| APOLLO GLOBAL MGMT INC | COM | 364M | 3M | – |
| APPLE INC COM | COM | 24M | 114K | – |
| ARES MGMT L P COM UNIT RP IN | COM | 10M | 72K | – |
| ARMSTRONG WORLD INDS I COM | COM | 3M | 30K | – |
| ASHTEAD GROUP PLC SHS | COM | 204M | 3M | – |
| ASTRAZENECA PLC SPONSORED ADR | COM | 212K | 3K | – |
| AUTOM.DATA PROCESSING | COM | 7M | 30K | – |
| AXIS CAP.HOLDGS.LTD. | COM | 4M | 51K | – |
| BANK NEW YORK MELLON CORP | COM | 2M | 29K | – |
| BAXTER INTL INC | COM | 1M | 39K | – |
| BEAR CREEK MNG CORP COM | COM | 8K | 30K | – |
| BERKSHIRE HATHAW.CLA | COM | 5M | 8 | – |
| BERKSHIRE HATHAW.CLB | COM | 56M | 137K | – |
| BLACKBERRY LTD COM | COM | 46K | 19K | – |
| BLACKSTONE INC. | COM | 292M | 2M | – |
| BLUE OWL CAPITAL INC COM CL A | COM | 103M | 6M | – |
| BOSTON SCIENTIFIC CORP | COM | 385K | 5K | – |
| BROOKFIELD ASSET MANAG CL A LM | COM | 4M | 111K | – |
| BROOKFIELD CORP CL A LMT VTG S | COM | 24M | 584K | – |
| CANADIAN NATL RAILWAY | COM | 1M | 9K | – |
| CARRIER GLOBAL CORP COM | COM | 569K | 9K | – |
| CENTRAL SECS CORP | COM | 248K | 6K | – |
| CHEVRON CORPORATION | COM | 2M | 12K | – |
| CHUBB LIMITED COM | COM | 219K | 858 | – |
| CITY HLDG CO COM | COM | 388K | 4K | – |
| COCA-COLA CO | COM | 1M | 17K | – |
| COMCAST CORP CL A | COM | 597K | 15K | – |
| COMMERCE BANCSHARES COM | COM | 760K | 14K | – |
| CONOCOPHILLIPS COM | COM | 422K | 4K | – |
| COSTAR GROUP INC. | COM | 74M | 1M | – |
| COSTCO WHSL CORP NEW | COM | 9M | 10K | – |
| CREDIT ACCEP CORP MICH COM | COM | 186M | 362K | – |
| CRIMSON WINE GROUP LTD COM | COM | 10M | 2M | – |
| CVS HEALTH CORP COM | COM | 1M | 21K | – |
| DANAHER CORP DEL | COM | 2M | 8K | – |
| DEERE & CO COM | COM | 2M | 5K | – |
| DEXCOM INC COM | COM | 206K | 2K | – |
| DISCOVER FINL SVCS COM | COM | 332K | 3K | – |
| DISNEY WALT CO | COM | 351K | 4K | – |
| DOMINION ENERGY | COM | 929K | 19K | – |
| DOVER CORP | COM | 19M | 104K | – |
| DUKE ENERGY CORP NEW COM NEW | COM | 13M | 128K | – |
| DUNDEE ENERGY LTD COM | COM | 0 | 25K | – |
| EDWARDS LIFESCIENCES COR | COM | 1M | 15K | – |
| ELEVANCE HEALTH INC | COM | 425K | 784 | – |
| ENBRIDGE INC COM | COM | 13M | 358K | – |
| ENSTAR GROUP LTD | COM | 209M | 685K | – |
| ENTERPRISE PRODS PARTNERS LP | COM | 74M | 3M | – |
| EOG RES INC COM | COM | 376K | 3K | – |
| EXXON MOBIL CORP | COM | 6M | 55K | – |
| FASTENAL CO | COM | 880K | 14K | – |
| FEDEX CORP | COM | 9M | 31K | – |
| FERGUSON ENTERPRISES INC. | COM | 101M | 522K | – |
| FISERV INC | COM | 75M | 504K | – |
| FORTREA HOLDINGS INC. | COM | 83M | 4M | – |
| GALLAGHER ARTHUR J | COM | 198M | 762K | – |
| GE AEROSPACE | COM | 1M | 8K | – |
| GE VERNOVA INC COM | COM | 357K | 2K | – |
| GLOBALSTAR INC | COM | 21M | 19M | – |
| GLOBE LIFE INC COM | COM | 2M | 21K | – |
| HESS CORPORATION | COM | 1M | 9K | – |
| HILTON WORLDWIDE HOLDINGS INC | COM | 92M | 419K | – |
| HOME DEPOT INC COM | COM | 5M | 15K | – |
| HUBBELL INC COM | COM | 19M | 52K | – |
| IDEXX LABS INC COM | COM | 994K | 2K | – |
| ILLINOIS TOOL WKS INC | COM | 263K | 1K | – |
| INTL. BUSINESS MACHINES | COM | 471K | 3K | – |
| JACOBS ENGR GROUP INC COM | COM | 312K | 2K | – |
| JEFFERIES FINANCIAL GROUP | COM | 74M | 1M | – |
| JOHNSON & JOHNSON | COM | 37M | 255K | – |
| JPMORGAN CHASE & CO. | COM | 87M | 430K | – |
| KIMBERLY CLARK CORP | COM | 7M | 52K | – |
| KINDER MORGAN INC DEL COM | COM | 216K | 11K | – |
| KKR & CO INC. | COM | 6M | 62K | – |
| LABCORP HOLDINGS | COM | 122M | 600K | – |
| LIBERTY MEDIA CORP DEL FRMULA | COM | 328K | 5K | – |
| LIBERTY MEDIA CORP DEL FRMULA | COM | 259K | 4K | – |
| LINDE PLC COM | COM | 3M | 7K | – |
| LOAR HOLDINGS INC. | COM | 4M | 66K | – |
| LOWES COS INC COM | COM | 34M | 154K | – |
| LUMEN TECHNOLOGIES | COM | 25K | 23K | – |
| M & T BK CORP | COM | 3M | 22K | – |
| MARKEL GROUP INC. | COM | 48M | 31K | – |
| MARSH & MCLENNAN COS | COM | 236K | 1K | – |
| MASTERCARD INC CL A | COM | 45M | 102K | – |
| MATADOR RES CO COM | COM | 74M | 1M | – |
| MCDONALDS CORP COM | COM | 649K | 3K | – |
| MERCK & CO INC | COM | 15M | 123K | – |
| METTLER TOLEDO INT'L | COM | 1M | 890 | – |
| MICROSOFT CORP | COM | 334M | 747K | – |
| MORGAN STANLEY | COM | 243K | 3K | – |
| NESTLE SA SPONSORED ADR | COM | 2M | 16K | – |
| NEXTERA ENERGY INC. | COM | 1M | 16K | – |
| NORDSON CORP COM | COM | 464K | 2K | – |
| NOVARTIS A G SPONSORED ADR | COM | 405K | 4K | – |
| NUTRIEN LTD COM | COM | 8M | 166K | – |
| NVIDIA CORP COM | COM | 791K | 6K | – |
| ONEX COPR SUB VTG (ONEXF) | COM | 390K | 6K | – |
| OTIS WORLDWIDE CORP COM | COM | 438K | 5K | – |
| PARK AEROSPACE CORP. | COM | 12M | 866K | – |
| PAYCHEX INC | COM | 474K | 4K | – |
| PEPSICO INC COM | COM | 4M | 23K | – |
| PFIZER INC | COM | 2M | 86K | – |
| PG&E CORP COM | COM | 227K | 13K | – |
| PNC FINL SVCS GROUP COM | COM | 933K | 6K | – |
| PROCTER & GAMBLE | COM | 8M | 52K | – |
| PROGRESSIVE CORP OHIO | COM | 4M | 19K | – |
| PUBLIC SERVICE ENTERPRISE GR | COM | 1M | 16K | – |
| QUALCOMM INC COM | COM | 71M | 359K | – |
| RADNET INC COM | COM | 193M | 3M | – |
| RENAISSANCE RE HLDGS | COM | 402K | 2K | – |
| ROPER TECHNOLOGIES INC COM | COM | 118M | 209K | – |
| RTX CORP. | COM | 1M | 10K | – |
| RUSH ENTERPRISES INC CL A | COM | 43M | 1M | – |
| SAN JUAN BASIN RTUBI | COM | 86K | 21K | – |
| SCHLUMBERGER LTD | COM | 2M | 33K | – |
| SCHWAB CHARLES CP NEW COM | COM | 151M | 2M | – |
| SEMPRA ENERGY | COM | 330K | 4K | – |
| SENSEONICS HLDGS INC COM | COM | 60K | 151K | – |
| SHELL PLC SPON ADS | COM | 1M | 15K | – |
| SHERWIN WILLIAMS CO COM | COM | 33M | 111K | – |
| SIMON PROPERTY GROUP INC | COM | 258K | 2K | – |
| SMITH DOUGLAS HOMES CO COM SHS | COM | 9M | 391K | – |
| SOUTHERN CO COM | COM | 303K | 4K | – |
| SYSCO CORP COM | COM | 14M | 192K | – |
| TAIWAN SEMICONDUCTOR-SP ADR | COM | 856K | 5K | – |
| TESLA INC COM | COM | 431K | 2K | – |
| TEVA PHARMAC.IND.ADR | COM | 21M | 1M | – |
| THERMO FISHER SCIENTIF COM | COM | 742K | 1K | – |
| TJX COS INC NEW COM | COM | 1M | 14K | – |
| TOAST INC CL A | COM | 539K | 21K | – |
| TOWNSQUARE MEDIA INC CL A | COM | 10M | 916K | – |
| TRACTOR SUPPLY CO COM | COM | 679K | 3K | – |
| TRANSOCEAN LTD | COM | 54K | 10K | – |
| UNION PAC CORP | COM | 38M | 168K | – |
| UNITED HEALTH GROUP | COM | 1M | 2K | – |
| US BANCORP DEL COM | COM | 389K | 10K | – |
| VCAMPUS CORP COM NEW | COM | 0 | 60K | – |
| VERIZON COMM. | COM | 11M | 279K | – |
| VERRICA PHARMACEUTICALS INC | COM | 219K | 30K | – |
| VIATRIS INC COM | COM | 113K | 11K | – |
| VISA INC COM CL A | COM | 3M | 11K | – |
| VITESSE ENERGY INC | COM | 5M | 215K | – |
| WABTEC CORPORATION | COM | 43M | 272K | – |
| WAL MART INC. | COM | 22M | 329K | – |
| WARNER BROS DISCOVERY INC COM | COM | 22M | 3M | – |
| WATERS CORPORATION | COM | 71M | 246K | – |
| WILLIAMS COS INC DEL | COM | 20M | 475K | – |
| ZURN ELKAY WATER SOLUTIONS COR | COM | 98M | 3M | – |
| JPMORGAN CHASE AND CO 6 DEP NC | PFD | 788K | 31K | – |
| INVESCO QQQ TR UNIT SER 1 | EMF | 240K | 500 | – |
| ISHARES S&P 500 INDEX FUND | EMF | 2M | 4K | – |
| SCHWAB STRATEGIC TR US LCAP VA | EMF | 296K | 4K | – |
| SCHWAB STRATEGIC TR US MID-CAP | EMF | 264K | 3K | – |
| SPDR GOLD TRUST | EMF | 2M | 11K | – |
| SPDR SERIES TRUST S&P DIVID ET | EMF | 316K | 2K | – |
| SPDR TR UNIT SER 1 STANDARD & | EMF | 257K | 473 | – |
| VANGUARD INDEX FDS S&P 500 ETF | EMF | 1M | 3K | – |
| VANGUARD SMALL-CAP VIPERS | EMF | 246K | 1K | – |
| VANECK VECTORS ETF TR JR GOLD | IFUS | 337K | 8K | – |
| PRIMECAP ODYSSEY FUNDS ODYSSEY | MF | 245K | 6K | – |
| CONSTELLATION SOFTWARE INC (B1 | COM | 254K | 88 | – |
| COHEN & STEERS QUALITY INC. | OA | 0 | 81K | – |