Beck, Mack & Oliver Llc
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 105466
· SEC file 801-482
· New York, NY
· WWW.BECKMACK.COM
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ADV data as of Mar 25, 2026
- Regulatory AUM
- $6.2B
- Discretionary
- $6.1B
- Clients
- 1,628
- Avg AUM / client
- $3.8M
- Accounts
- 1,628
- Employees
- 24
AUM over time
$3.0B
$6.2B
Dec 2011
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 25, 2026
Investments (13F portfolio — 195 positions, $4,849,379,119)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Apollo Global Mgmt Inc | COM | $308,071,708 | 2,764,959 | 6.35% | 4.98% |
| 2 | Alphabet Inc Cap Stk Cl C | COM | $264,180,275 | 920,938 | 5.45% | 4.27% |
| 3 | Blackstone Inc. | COM | $259,770,259 | 2,259,068 | 5.36% | 4.2% |
| 4 | Gallagher Arthur J | COM | $230,130,544 | 1,062,566 | 4.75% | 3.72% |
| 5 | Sunbelt Rentals Holding Common | COM | $219,823,315 | 3,377,221 | 4.53% | 3.56% |
| 6 | Microsoft Corp | COM | $205,938,946 | 556,336 | 4.25% | 3.33% |
| 7 | Ferguson Enterprises Inc. | COM | $194,225,339 | 832,656 | 4.01% | 3.14% |
| 8 | Schwab Charles Cp New Com | COM | $192,038,279 | 2,043,395 | 3.96% | 3.11% |
| 9 | Somnigroup International Com | COM | $178,106,322 | 2,409,447 | 3.67% | 2.88% |
| 10 | Radnet Inc Com | COM | $176,958,471 | 3,166,192 | 3.65% | 2.86% |
| 11 | Labcorp Holdings | COM | $164,523,317 | 616,631 | 3.39% | 2.66% |
| 12 | Zurn Elkay Water Solutions Cor | COM | $156,849,872 | 3,497,990 | 3.23% | 2.54% |
| 13 | Credit Accep Corp Mich Com | COM | $130,842,365 | 308,984 | 2.7% | 2.12% |
| 14 | Waters Corporation | COM | $128,710,947 | 432,206 | 2.65% | 2.08% |
| 15 | American Express Co | COM | $123,408,629 | 407,989 | 2.54% | 2.0% |
| 16 | Hilton Worldwide Holdings Inc | COM | $119,974,156 | 394,548 | 2.47% | 1.94% |
| 17 | Costar Group Inc. | COM | $118,074,172 | 2,926,975 | 2.43% | 1.91% |
| 18 | Jpmorgan Chase & Co. | COM | $114,056,096 | 387,735 | 2.35% | 1.85% |
| 19 | Abbott Labs | COM | $96,040,293 | 935,427 | 1.98% | 1.55% |
| 20 | Matador Res Co Com | COM | $85,832,073 | 1,358,532 | 1.77% | 1.39% |
| 21 | Globalstar Inc | COM | $74,199,044 | 1,117,119 | 1.53% | 1.2% |
| 22 | Alphabet Inc Cap Stk Cl A | COM | $69,760,257 | 242,594 | 1.44% | 1.13% |
| 23 | Rush Enterprises Inc Cl A | COM | $63,308,390 | 957,622 | 1.31% | 1.02% |
| 24 | Roper Technologies Inc Com | COM | $57,733,120 | 163,152 | 1.19% | 0.93% |
| 25 | Wabtec Corporation | COM | $57,269,875 | 229,162 | 1.18% | 0.93% |
Top 25 of 195 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 795 | $156M | 2.52% |
| High net worth individuals | 717 | $4.9B | 80.0% |
| Investment companies | 1 | $81.2M | 1.31% |
| Pooled investment vehicles (non-investment companies) | 18 | $320M | 5.19% |
| Pension and profit sharing plans | 30 | $64.2M | 1.04% |
| Charitable organizations | 38 | $287M | 4.64% |
| Corporations and other businesses | 29 | $328M | 5.31% |
Private funds (21)
View all →Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $248M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Beck Mack Limited Partnership master | Hedge Fund | Delaware | $93.6M | 51 |
| Erb Value Partners Lp | Hedge Fund | Delaware | $72.8M | 43 |
| Fund 25 (Robco Vii) | Other Private Fund | West Virginia | $18.4M | 73 |
| Fund 28 (Robco Viii) | Other Private Fund | West Virginia | $15.4M | 70 |
| Fund 14 (Tallco) | Other Private Fund | West Virginia | $10.1M | 23 |
| Fund 31 (Robco Ix) | Other Private Fund | West Virginia | $9.7M | 60 |
| Fund 20 (Robco Vi) | Other Private Fund | West Virginia | $5.4M | 82 |
| Fund 17 (Lanco Iv) | Other Private Fund | West Virginia | $4.9M | 46 |
| Fund 27 (Lanco Vi) | Other Private Fund | West Virginia | $3.6M | 23 |
| Fund 26 (Bliv) | Other Private Fund | West Virginia | $3.4M | 7 |
| Fund 29 (Lanco Vii) | Other Private Fund | West Virginia | $2.7M | 24 |
| Fund 32 (Robco X) | Other Private Fund | Delaware | $2.7M | 42 |
| Fund 12 (Lanco Iii) | Other Private Fund | West Virginia | $2.2M | 24 |
| Fund 18 (Triflow) | Other Private Fund | West Virginia | $1.3M | 100 |
| Fund 22 (Lanco V) | Other Private Fund | West Virginia | $979K | 18 |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Robert Childress Beck | Senior Member And Managing Member | Jan 1988 (39y) | 10% – 25% | |
| Robert Johnson Campbell | Member | Jan 1992 (35y) | Less than 5% | |
| Lyman Delano | Member | Oct 2005 (21y) | 10% – 25% | |
| John Clyde Ellis | Managing Member | CFA | Jan 2013 (14y) | 25% – 50% |
| Richard Charles Fitzgerald | Member | Jan 2018 (9y) | 10% – 25% | |
| Elizabeth Ryan Barney | Member | Jan 2020 (7y) | 10% – 25% | |
| Edward Tennent Taylor | Member | Sep 2021 (5y) | 5% – 10% | |
| De Leon, Maria | Chief Compliance Officer | Feb 2022 (5y) | Less than 5% | |
| Matthew Joseph Greenwald | Registered representative | Jun 2021 (5y) |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (21, $248M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Beck Mack Limited Partnership | Hedge Fund | $93.6M | $1.0M | 51 |
| Erb Value Partners Lp | Hedge Fund | $72.8M | $1.0M | 43 |
| Fund 25 (Robco Vii) | Other Private Fund | $18.4M | $50.0K | 73 |
| Fund 28 (Robco Viii) | Other Private Fund | $15.4M | $50.0K | 70 |
| Fund 14 (Tallco) | Other Private Fund | $10.1M | $25.0K | 23 |
| Fund 31 (Robco Ix) | Other Private Fund | $9.7M | $50.0K | 60 |
| Fund 20 (Robco Vi) | Other Private Fund | $5.4M | $25.0K | 82 |
| Fund 17 (Lanco Iv) | Other Private Fund | $4.9M | $25.0K | 46 |
| Fund 27 (Lanco Vi) | Other Private Fund | $3.6M | $50.0K | 23 |
| Fund 26 (Bliv) | Other Private Fund | $3.4M | $25.0K | 7 |
| Fund 29 (Lanco Vii) | Other Private Fund | $2.7M | $25.0K | 24 |
| Fund 32 (Robco X) | Other Private Fund | $2.7M | $50.0K | 42 |
| Fund 12 (Lanco Iii) | Other Private Fund | $2.2M | $25.0K | 24 |
| Fund 18 (Triflow) | Other Private Fund | $1.3M | $25.0K | 100 |
| Fund 22 (Lanco V) | Other Private Fund | $979K | $25.0K | 18 |
| Fund 30 (Lanco Viii) | Other Private Fund | $649K | $25.0K | 17 |
| Fund 13 (Robco V) | Other Private Fund | $170K | $25.0K | 115 |
| Fund 10 (Jax2) | Other Private Fund | $63.5K | $25.0K | 23 |
| Fund 19 (Lymco) | Other Private Fund | $26.6K | $25.0K | 6 |
| Fund 01 (Tiger) | Other Private Fund | $5.4K | $25.0K | 37 |
| Fund 15 (Tephco) | Other Private Fund | $0 | $25.0K | 29 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 4.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $2.3B (37% of AUM) Mar 2026
- Fidelity Investments $1.5B (25% of AUM) Mar 2026
- Fnz Trust Company $1.5B (32% of AUM) Mar 2024
- State Street $1.4B (38% of AUM) Dec 2021
- Fiduciary Trust Company International $867M (14% of AUM) Mar 2026
- BNY Mellon $349M (10% of AUM) Apr 2018
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗