BNY MELLON INVESTMENT ADVISER, INC.

Latest filing: Apr 01, 2025 (216 days ago)
View on IAPD
Adviser Website

AUM

$365,424,538,138
8% change vs. 1 year ago
-5% change vs. 3 years ago
35% change vs. 5 years ago
24% change vs. 10 years ago

Employee Count

80
-17% change vs. 1 year ago
-31% change vs. 3 years ago
-61% change vs. 5 years ago
-72% change vs. 10 years ago

Main Office

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

Client AUM

Discretion AUM
Discretionary $365.4
Non-Discretionary $0.0
Total $365.4
Client AUM
Retail $0.0
Pooled $365.4
Institutional $0.0
Total $365.4
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 $763.7 105764
INSIGHT NORTH AMERICA LLC $140.4 145995
WALTER SCOTT & PARTNERS LIMITED $78.2 112161
NEWTON INVESTMENT MANAGEMENT NORTH AMERICA LLC $47.4 312937
NEWTON INVESTMENT MANAGEMENT LTD $39.2 111208
BNY MELLON ADVISORS, INC. $24.0 106108
BNY MELLON ETF INVESTMENT ADVISER, LLC $7.2 306148
BNY MELLON SECURITIES CORPORATION $7.1 broker-dealer 231
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 % ∆
2025-08-01 $365.4 $0.0 0% 80 0 0%
2025-04-21 $365.4 $0.0 0% 80 0 0%
2024-04-02 $339.7 $25.7 8% 96 -16 -17%
2023-04-04 $360.5 $4.9 1% 113 -33 -29%
2022-04-01 $384.2 -$18.7 -5% 116 -36 -31%
2021-04-05 $315.1 $50.3 16% 200 -120 -60%
2020-04-01 $271.0 $94.4 35% 206 -126 -61%
2019-04-01 $260.3 $105.1 40% 222 -142 -64%
2018-04-02 $292.3 $73.2 25% 285 -205 -72%
2017-04-01 $256.1 $109.3 43% 299 -219 -73%
2016-04-01 $269.9 $95.5 35% 284 -204 -72%
2015-04-01 $293.9 $71.5 24% 283 -203 -72%
2014-04-01 $299.3 $66.1 22% 351 -271 -77%
2013-04-01 $278.2 $87.2 31% 363 -283 -78%

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