Mellon Investments Corporation

RIASEC Registered

Total AUM

$874B

Discretionary

$874B

100% of AUM

Avg account

$222M

Accounts

3,942

Employees

Advisory reps

Firm details

Headquarters: Pittsburgh, Pennsylvania
CRD number: 105764
Registered since: September 30, 1983
Website: www.mellon.com
Custodians: THE BANK OF NEW YORK MELLON, STATE STREET BANK AND TRUST COMPANY, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: Investment Companies67.59%
State / Municipal Government9.95%
Sovereign Wealth Funds8.64%
Pension & Profit Sharing Plans6.59%
Pooled Investment Vehicles3.28%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Mellon Investments Corporation is a long-standing SEC-registered investment manager (registration year 1983) that serves both individuals and families as well as institutional clients. Its advisory mandate spans direct portfolio management for individuals and small businesses, investment companies, pooled investment vehicles, and institutional/business clients. The firm also operates in commodity-related capacities, identifying itself as a CPO/CTA, and maintains affiliations across broker-dealer, banking, trust, insurance, and sponsor/GP roles. The firm charges a mix of percentage-of-AUM fees, fixed fees, and other fee arrangements, and reports that it integrates ESG considerations into its investment approach. Ownership is listed as a combination of domestic entity and individual interests.