BNY Mellon ETF Investment Adviser, LLC
Firm details
- Headquarters
- BOSTON, Massachusetts
- CRD number
- 306148
- Registered since
- November 15, 2019
- Website
- im.bnymellon.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
BNY Mellon ETF Investment Adviser, LLC is a limited liability company registered with the SEC in 2019 that serves institutional clients. Its stated advisory activity is portfolio management for investment companies, consistent with an adviser that operates ETFs and other registered pooled vehicles. The firm charges fees based on a percentage of assets under management and is not described as an active ESG investor. It is not identified as a capital allocator or a multi-state adviser, and it does not appear to operate as a related adviser to another registered adviser. Business activity listings include CPO/CTA (commodity pool operator/commodity trading advisor), and industry affiliations extend to broker-dealer, registered municipal advisor, trust company, insurance company and sponsor/GP of pooled investment vehicles, indicating it sits inside a broader financial-services group and can participate across product and distribution channels.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3STEPHANIE PIERCE
CEOCRD 2526452
Gareth Becker
CFOCRD 8015877
LISA RUIZ
Chief Compliance OfficerCRD 6377247
Contacts
2 of 2DAVID DIPETRILLO
DirectorCRD 4904926
JASON RONCA
PrincipalCRD 4419458
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BOSTON, MA
SUFFOLK
Location
BOSTON, MA
Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- SUFFOLK
- Address
- 201 Washington St
- Time zone
- ET (UTC-5)
- Office locations
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