MELLON INVESTMENTS CORPORATION

RIASEC RegisteredEst. 1983

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 corporation-style investment adviser registered with the SEC since 1983. It serves both individual and family clients as well as institutional investors, offering portfolio management across separately managed accounts, investment companies and pooled vehicles. The firm operates in multiple advisory roles—acting as an investment manager, sponsor or general partner on pooled products and operating in commodity/managed‑futures capacities (CPO/CTA). Fee arrangements include percentage‑of‑AUM structures, fixed fees and other fee types. The firm identifies as an active ESG investor and maintains a range of industry affiliations that include broker‑dealer, trust, banking and insurance relationships.