AUM
Employee Count
Main Office
| Discretion | AUM |
|---|---|
| Discretionary | $6.0 |
| Non-Discretionary | $0.0 |
| Total | $6.0 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $6.0 |
| Institutional | $0.0 |
| Total | $6.0 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.0 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| MELLON INVESTMENTS CORPORATION | $674.2 | 105764 | |
| BNY MELLON INVESTMENT ADVISER, INC. | $339.7 | 105642 | |
| INSIGHT NORTH AMERICA LLC | $136.7 | 145995 | |
| WALTER SCOTT & PARTNERS LIMITED | $84.0 | 112161 | |
| NEWTON INVESTMENT MANAGEMENT NORTH AMERICA LLC | $47.9 | 312937 | |
| NEWTON INVESTMENT MANAGEMENT LTD | $45.2 | 111208 | |
| BNY MELLON ADVISORS, INC. | $19.7 | 106108 | |
| BNY MELLON SECURITIES CORPORATION | $6.1 | broker-dealer | 231 |
| INSIGHT INVESTMENT INTERNATIONAL LIMITED | $3.0 | 107095 | |
| BNY MELLON FUND MANAGERS LIMITED | $0.0 | - | |
| PERSHING SECURITIES SINGAPORE PRIVATE LIMITED | $0.0 | broker-dealer | - |
| BNY MELLON BANCO S.A. | $0.0 | trust company | - |
| BNY MELLON INVESTMENT MANAGEMENT SINGAPORE PTE. LIMITED | $0.0 | - | |
| THE BANK OF NEW YORK MELLON | $0.0 | trust company | - |
| BNY MELLON FUND MANAGEMENT (LUXEMBOURG) S.A. | $0.0 | broker-dealer | 283267 |
| PERSHING SECURITIES INTERNATIONAL LIMITED | $0.0 | broker-dealer | - |
| BNY MELLON IM KOREA LIMITED | $0.0 | - | |
| BNY MELLON TRUST COMPANY OF ILLINOIS | $0.0 | trust company | - |
| INSIGHT INVESTMENT AUSTRALIA PTY LIMITED | $0.0 | - | |
| PERSHING SECURITIES LIMITED | $0.0 | broker-dealer | - |
| THE BANK OF NEW YORK MELLON SA/NV | $0.0 | - | |
| CIBC MELLON TRUST COMPANY | $0.0 | trust company | - |
| MELLON HEDGE ADVISORS, LLC | $0.0 | 133402 | |
| THE BANK OF NEW YORK MELLON, S.A., INSTITUCION DE BANCA MULTIPLE | $0.0 | broker-dealer, trust company | - |
| BNY MELLON INVESTMENT MANAGEMENT HONG KONG LIMITED | $0.0 | broker-dealer | - |
| BNY MELLON CAPITAL MARKETS, LLC | $0.0 | broker-dealer, municipal advisor | 17454 |
| BNY MELLON INVESTMENT SERVICING TRUST COMPANY | $0.0 | trust company | - |
| BNY MELLON IM TAIWAN SECURITIES INVESTMENT CONSULTING CO., LTD | $0.0 | - | |
| CIBC MELLON GLOBAL SECURITIES SERVICES COMPANY | $0.0 | trust company | - |
| BNY MELLON INTERNATIONAL MANAGEMENT LIMITED | $0.0 | - | |
| PERSHING SECURITIES CANADA LIMITED | $0.0 | broker-dealer | - |
| BNY MELLON NATIONAL ASSOCIATION | $0.0 | trust company | - |
| BNY MELLON INVESTMENT MANAGEMENT (SHANGHAI) LIMITED | $0.0 | - | |
| INSIGHT INVESTMENT MANAGEMENT (GLOBAL) LIMITED | $0.0 | - | |
| PERSHING (CHANNEL ISLANDS) LIMITED | $0.0 | broker-dealer | - |
| THE BANK OF NEW YORK MELLON SECURITIES COMPANY JAPAN LIMITED | $0.0 | broker-dealer | - |
| NEWTON INVESTMENT MANAGEMENT JAPAN LTD. | $0.0 | - | |
| BNY MELLON SERVICOS FINANCEIROS DISTRIBUIDORA DE TITULOS E VALORES MOBILIARIOS (DTVM) S.A. | $0.0 | broker-dealer | - |
| PERSHING LLC | $0.0 | broker-dealer | 7560 |
| INSIGHT INVESTMENT FUNDS MANAGEMENT LIMITED | $0.0 | - | |
| PERSHING ADVISOR SOLUTIONS LLC | $0.0 | broker-dealer | 36671 |
| BNY MELLON ASSET MANAGEMENT CANADA LTD | $0.0 | broker-dealer | - |
| PERSHING LIMITED | $0.0 | broker-dealer | - |
| THE BANK OF NEW YORK MELLON (INTERNATIONAL) LIMITED | $0.0 | trust company | - |
| INSIGHT INVESTMENT MANAGEMENT EUROPE LIMITED | $0.0 | - | |
| BNY MELLON TRUST OF DELAWARE | $0.0 | trust company | - |
| BNY MELLON ALOCACAO DE PATRIMONIO LTDA | $0.0 | - | |
| BNY MELLON INVESTMENT MANAGEMENT JAPAN LIMITED | $0.0 | 169829 | |
| ARX INVESTIMENTOS LTDA | $0.0 | 148403 | |
| THE BANK OF NEW YORK MELLON TRUST COMPANY, N.A. | $0.0 | trust company | - |
| BNY MELLON INVESTMENT MANAGEMENT EMEA LIMITED | $0.0 | broker-dealer | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
8 active
| Name | Title |
|---|---|
| DIPETRILLO, DAVID, JOHN | CHIEF EXECUTIVE OFFICER & MANAGER |
| OOMEN, MATTHEW, JOHN | MANAGER |
| ZELENSKY, NATALYA, SERGEY | CHIEF COMPLIANCE OFFICER |
| DRAKE, GIULIETTE | CHIEF FINANCIAL OFFICER |
| PIERCE, STEPHANIE, MILLER | MANAGER |
ADVDB.CO • SOURCE: SEC
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2024-10-01 | $6.0 | $0.0 | 0% | 3 | 0 | 0% |
| 2024-04-02 | $6.0 | $0.0 | 0% | 3 | 0 | 0% |
| 2023-04-04 | $1.4 | $4.6 | 330% | 5 | -2 | -40% |
| 2022-04-01 | $1.3 | $4.7 | 372% | 6 | -3 | -50% |
| 2021-04-05 | $0.5 | $5.5 | 1098% | 5 | -2 | -40% |
| 2020-04-01 | $0.2 | $5.8 | 2880% | 2 | 1 | 50% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
| STATE REGISTRATIONS |
| MA, |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (RIC) |
| OTHER ACTIVITIES |
|
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV