Beck Mack & Oliver LLC

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Total AUM ($B) Copy

Sector	Form 13F Holdings	Value ($B)
	Apollo Global Management Inc	0.4
	Blackstone Group LP	0.3
	Microsoft Corp	0.3
	Gallagher Arthur J & Co	0.2
	Alphabet Inc	0.2
	Schwab Charles Corp	0.2
	Credit Acceptance Corp	0.2
	Ferguson Enterprises Inc /DE/	0.2
	RadNet Inc	0.2
	Laboratory Corp of America Holdings	0.2
View All

Holdings by Sector ($B)

Type	Form D Funds	Date	Sold ($M)	AUM ($M)
Other	Fund 33 Robco Xi	[2025-03-24]	81.0	8.1
Other	Fund 32 Robco X	[2023-03-07]	8.6	5.9
Other	Fund 30 Lanco VIII	[2022-02-14]	2.6	0.6
Other	Fund 31 Robco IX	2021-03-26		10.9
HF	ERB Value Partners LP	[2020-03-27]	25.2	91.2
Other	Fund 29 Lanco VII	[2019-03-15]	3.9	1.1
Other	Fund 28 Robco VIII	[2018-03-12]	9.1	15.6
HF	Beck Mack Limited Partnership	[2016-03-30]	45.1	140.4
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
PE	Fund 04 JAX	2016-03-30		0.2
PE	Fund 05 Antex	2016-03-30		0.3
PE	Fund 06 Robco IV	2016-03-30		0.0
Other	Fund 07 Nibmo	2016-03-30		0.0
PE	Fund 08 Jcfco	2016-03-30		2.1
PE	Fund 09 Flowii	2016-03-30		0.1
Other	Fund 10 JAX2	2016-03-30		0.1
PE	Fund 11 Mefco	2016-03-30		0.3
Other	Fund 12 Lanco III	2016-03-30		2.2
Other	Fund 13 Robco V	2016-03-30		0.3
Other	Fund 14 Tallco	2016-03-30		10.3
Other	Fund 15 Tephco	2016-03-30		0.0
PE	Fund 16 Vafco	2016-03-30		3.4
Other	Fund 17 Lanco IV	2016-03-30		5.6
Other	Fund 18 Triflow	2016-03-30		1.2
Other	Fund 19 Lymco	2016-03-30		0.0
Other	Fund 20 Robco VI	2016-03-30		5.2
PE	Fund 21 AVCO	2016-03-30		0.7
Other	Fund 22 Lanco V	2016-03-30		0.9
PE	Fund 23 Michco	2016-03-30		0.0
Other	Fund 24 Ivyco	2016-03-30		0.0
Other	Fund 25 Robco VII	2016-03-30		13.6
Other	Fund 26 BLIV	2016-03-30		3.5
Other	Fund 27 Lanco VI	2016-03-30		3.5

AUM Breakdown	Accounts	AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals)	611	0.1
(b) Individuals (high net worth individuals)	711	4.7
(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	20	0.3
(g) Pension and profit sharing plans	29	0.1
(h) Charitable organizations	35	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	27	0.3
(n) Other	0	0.0
Total	1,434	5.9
By Discretionary
Discretionary	1,424	5.9
Non-Discretionary	10	0.0
Total	1,434	5.9
By Non-United States Persons
Non-United States Persons		5.9
United States Persons		0.0
Total	1,434	5.9

Form D Directors	# Filings	# Firms	2011 - 2025
John Ellis	22
Robert Beck	15
Beck Mack & Oliver LLC	3
ERB Value Partners GP LLC	2
Beck Mack Private GP LLC	2
Beck Mack GP LLC	1

Comparable Firms	State	AUM ($B)
Battery Global Advisors LLC ✚	MA	6.9
The Bollard Group LLC ✚	MA	6.8
The Cynosure Group ✚	UT	6.6
EJF Capital LLC ✚	VA	6.5
Stamos Capital Partners LP ✚	CA	6.5
Fiduciary Trust International LLC ✚	MA	6.3
Geller Advisors LLC ✚	NY	5.9
Miller Investment Management LP ✚	PA	5.7
Lowe Brockenbrough & Company Inc ✚	VA	5.4
Standard Investments LLC ✚	NY	5.2

Assets, Funds, Holdings