BNY MELLON INVESTMENT ADVISER, INC.

Latest filing: Aug 30, 2024 (61 days ago)
View on IAPD
Adviser Website

AUM

$339,697,579,697
-6% change vs. 1 year ago
8% change vs. 3 years ago
30% change vs. 5 years ago
13% change vs. 10 years ago

Employee Count

96
-15% change vs. 1 year ago
-52% change vs. 3 years ago
-57% change vs. 5 years ago
-73% change vs. 10 years ago

Main Office

NEW YORK, NY
240 GREENWICH STREET, NEW YORK, NY, UNITED STATES, 10286

Client AUM

Discretion AUM
Discretionary $339.7
Non-Discretionary $0.0
Total $339.7
Client AUM
Retail $0.0
Pooled $339.7
Institutional $0.0
Total $339.7
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

SMA Custodians

Custodian Location AUM

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

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

Affiliates AUM Business Types CRD Number
MELLON INVESTMENTS CORPORATION $674.2 105764
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
BNY MELLON ETF INVESTMENT ADVISER, LLC $6.0 306148
INSIGHT INVESTMENT INTERNATIONAL LIMITED $3.0 107095
PERSHING (CHANNEL ISLANDS) LIMITED $0.0 broker-dealer -
THE BANK OF NEW YORK MELLON, S.A., INSTITUCION DE BANCA MULTIPLE $0.0 broker-dealer, trust company -
BNY MELLON IM KOREA LIMITED $0.0 -
THE BANK OF NEW YORK MELLON (INTERNATIONAL) LIMITED $0.0 trust company -
PERSHING SECURITIES INTERNATIONAL LIMITED $0.0 broker-dealer -
INSIGHT INVESTMENT MANAGEMENT (EUROPE) LIMITED $0.0 -
BNY MELLON FUND MANAGERS LIMITED $0.0 -
BNY MELLON INVESTMENT MANAGEMENT (SHANGHAI) LIMITED $0.0 -
BNY MELLON SERVICOS FINACEIROS DISTRIBUIDORA DE TITULOS E VALORES MOBILIARIOS (DTVM) S.A. $0.0 broker-dealer -
INSIGHT INVESTMENT FUNDS MANAGEMENT LIMITED $0.0 -
PERSHING ADVISOR SOLUTIONS LLC $0.0 broker-dealer 36671
BNY MELLON NATIONAL ASSOCIATION $0.0 trust company -
BNY MELLON BANCO S.A. $0.0 trust company -
PERSHING SECURITIES SINGAPORE PRIVATE LIMITED $0.0 broker-dealer -
ARX INVESTIMENTOS LTDA $0.0 148403
BNY MELLON INVESTMENT MANAGEMENT HONG KONG LIMITED $0.0 broker-dealer -
PERSHING SECURITIES LIMITED $0.0 broker-dealer -
BNY MELLON INVESTMENT MANAGEMENT SINGAPORE PTE. LIMITED $0.0 -
BNY MELLON INVESTMENT SERVICING TRUST COMPANY $0.0 trust company -
NEWTON INVESTMENT MANAGEMENT JAPAN LTD. $0.0 -
BNY MELLON IM TAIWAN SECURITIES INVESTMENT CONSULTING CO., LTD $0.0 -
PERSHING LIMITED $0.0 broker-dealer -
INSIGHT INVESTMENT MANAGEMENT (GLOBAL) LIMITED $0.0 -
BNY MELLON INVESTMENT MANAGEMENT AUSTRALIA LIMITED $0.0 broker-dealer -
BNY MELLON ALOCACAO DE PATRIMONIO LTDA. $0.0 -
BNY MELLON INVESTMENT MANAGEMENT JAPAN LIMITED $0.0 169829
BNY MELLON INVESTMENT MANAGEMENT EMEA LIMITED $0.0 broker-dealer -
PERSHING SECURITIES CANADA LIMITED $0.0 broker-dealer -
PERSHING LLC $0.0 broker-dealer 7560
BNY MELLON INTERNATIONAL MANAGEMENT LIMITED $0.0 -
CIBC MELLON GLOBAL SECURITIES SERVICES COMPANY $0.0 trust company -
THE BANK OF NEW YORK MELLON SECURITIES COMPANY JAPAN LIMITED $0.0 broker-dealer -
INSIGHT INVESTMENT AUSTRALIA PTY LIMITED $0.0 -
BNY MELLON FUND MANAGEMENT (LUXEMBOURG) S.A. $0.0 broker-dealer -
MELLON HEDGE ADVISORS, LLC $0.0 133402
BNY MELLON TRUST COMPANY OF ILLINOIS $0.0 trust company -
CIBC MELLON TRUST COMPANY $0.0 trust company -
THE BANK OF NEW YORK MELLON $0.0 trust company -
THE BANK OF NEW YORK MELLON TRUST COMPANY, N.A. $0.0 trust company -
BNY MELLON CAPITAL MARKETS, LLC $0.0 broker-dealer, municipal advisor 17454
THE BANK OF NEW YORK MELLON SA/NV $0.0 -
BNY MELLON ASSET MANAGEMENT CANADA, LTD $0.0 broker-dealer -
BNY MELLON TRUST OF DELAWARE $0.0 trust company -

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Control Persons

13 active

Name Title
BITETTO, JAMES, NMI SECRETARY
BRADLE, KENNETH, JAMES VICE PRESIDENT & DIRECTOR
PASQUALE, GREGORY, JOHN CHIEF FINANCIAL OFFICER
DIPETRILLO, DAVID, JOHN VICE PRESIDENT & DIRECTOR
SQUILLACE, JOHN CHIEF COMPLIANCE OFFICER
SULLIVAN, PETER, MICHAEL CHIEF LEGAL OFFICER
WINDELS, JAMES DIRECTOR
MANNAN, BUSHRA DIRECTOR
PAPADOULIS, IRENE, DESPINA DIRECTOR

ADVDB.CO • SOURCE: SEC

Representatives

No representatives found with matching CRD

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2024-10-01 $339.7 $0.0 0% 96 0 0%
2024-04-02 $339.7 $0.0 0% 96 0 0%
2023-04-04 $360.5 -$20.8 -6% 113 -17 -15%
2022-04-01 $384.2 -$44.5 -12% 116 -20 -17%
2021-04-05 $315.1 $24.6 8% 200 -104 -52%
2020-04-01 $271.0 $68.7 25% 206 -110 -53%
2019-04-01 $260.3 $79.4 30% 222 -126 -57%
2018-04-02 $292.3 $47.4 16% 285 -189 -66%
2017-04-01 $256.1 $83.6 33% 299 -203 -68%
2016-04-01 $269.9 $69.8 26% 284 -188 -66%
2015-04-01 $293.9 $45.8 16% 283 -187 -66%
2014-04-01 $299.3 $40.4 13% 351 -255 -73%
2013-04-01 $278.2 $61.5 22% 363 -267 -74%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
NY,
ADVISER ACTIVITIES
PORTFOLIO MANAGEMENT (RIC)
PORTFOLIO MANAGEMENT (POOLS)
OTHER ACTIVITIES
COMMODITY TRADING ADVISOR

ADVDB.CO • SOURCE: SEC FORM ADV