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| Beck Mack & Oliver LLC
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| |
|---|---|
| CRD # | 105466 |
| SEC # | 801-482 |
| CIK # | 0000010742 |
| AUM | $4.8 BB (2024-03-26) |
| Employees | 21 (38% Investors, 0% Brokers) |
| Phone | 212-661-2640 |
| Address | 565 Fifth Avenue New York, NY 10017-7111 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| APO | 29.5 | 0.4 | |
| MSFT | 1,918.2 | 0.3 | |
| BX | 69.1 | 0.3 | |
| GOOG | 1,482.6 | 0.2 | |
| ESGR | 3.8 | 0.2 | |
| AJG | 34.3 | 0.2 | |
| RDNT | 1.0 | 0.2 | |
| CACC | 6.4 | 0.2 | |
| SCHW | 121.7 | 0.2 | |
| ROP | 41.5 | 0.1 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | Fund 32 Robco X | [2023-03-07] | 8.6 | 2.7 |
| Other | Fund 30 Lanco VIII | [2022-02-14] | 2.6 | 0.6 |
| Other | Fund 31 Robco IX | 2021-03-26 | 9.7 | |
| HF | ERB Value Partners LP | [2020-03-27] | 25.2 | 72.8 |
| Other | Fund 29 Lanco VII | [2019-03-15] | 3.9 | 2.7 |
| Other | Fund 28 Robco VIII | [2018-03-12] | 9.1 | 15.4 |
| HF | Beck Mack Limited Partnership | [2016-03-30] | 45.1 | 93.6 |
| Other | Fund 01 Tiger | 2016-03-30 | 0.0 | |
| RE | Fund 02 Lanco | 2016-03-30 | 0.2 | |
| RE | Fund 03 Lanco II | 2016-03-30 | 0.3 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 599 | 0.1 |
| (b) Individuals (high net worth individuals) | 647 | 3.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 21 | 0.2 |
| (g) Pension and profit sharing plans | 24 | 0.1 |
| (h) Charitable organizations | 33 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 22 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,347 | 4.8 |
| By Discretionary | ||
| Discretionary | 1,337 | 4.7 |
| Non-Discretionary | 10 | 0.0 |
| Total | 1,347 | 4.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.8 | |
| United States Persons | 0.0 | |
| Total | 1,347 | 4.8 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| John Ellis | 22 | ||
| Robert Beck | 15 | ||
| Beck Mack & Oliver LLC | 3 | ||
| ERB Value Partners GP LLC | 2 | ||
| Beck Mack Private GP LLC | 1 | ||
| Beck Mack GP LLC | 1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0000010742] | |
| SC 13D | [0000010742] | |
| SC 13G | [0000010742] |
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