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BNY Mellon Investment Adviser, Inc.

● SEC registered since 1971CRD 105642SEC# 801-8147New York, NY
Export (members)
Ranks #34 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$419.46B
Fund GAV
$10.94B
Private funds
5
Employees
69
Accounts
91
Location
New York, NY

BNY Mellon Investment Adviser, Inc. assets under management

BNY Mellon Investment Adviser, Inc. operates as an SEC-registered investment adviser based in New York, NY. The firm has been registered since 1971. It reports $419.5 billion in regulatory assets under management and employs 69 people. BNY Mellon Investment Adviser, Inc. manages 5 private funds with combined gross assets of $10.9 billion, including Sf Overnight Short Term Investment Onshore Fund, LLC. By regulatory assets, it ranks 34 of 6,004 private fund managers.

BNY Mellon Investment Adviser, Inc. private funds

5 funds · $10.94B GAV
FundTypeGross assetsMin.
Sf Overnight Short Term Investment Onshore Fund, LLCOther Private$5.83B$1K
Ncs Group Trust Global FundOther Private$2.9B$5M
Ncs Group Trust International FundOther Private$1.14B$5M
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BNY Mellon Investment Adviser, Inc. owners & executives

13 reported
NameTitleOwnershipSince
Bushra Mannan ControlDirectorUnder 5%2023
David John Dipetrillo ControlVice President & DirectorUnder 5%2021
Gregory John Pasquale ControlChief Financial OfficerUnder 5%2021
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Frequently asked questions

How much does BNY Mellon Investment Adviser, Inc. manage?

BNY Mellon Investment Adviser, Inc. reports $419.5 billion in regulatory assets under management on its Form ADV.

How many private funds does BNY Mellon Investment Adviser, Inc. manage?

BNY Mellon Investment Adviser, Inc. manages 5 private funds with combined gross assets of $10.9 billion.

How many employees does BNY Mellon Investment Adviser, Inc. have?

BNY Mellon Investment Adviser, Inc. reports 69 employees.

Where is BNY Mellon Investment Adviser, Inc. located?

BNY Mellon Investment Adviser, Inc. is based in New York, NY and has been SEC-registered since 1971.

Does BNY Mellon Investment Adviser, Inc. disclose fund performance?

BNY Mellon Investment Adviser, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address240 Greenwich Street, New York, NY 10286
Phone2129226273
Office hours9:00 a.m. - 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
CIK30163
Discloses disciplinary historyYes

Regulatory AUM

$419.46B▲ 1147772%
Mar '25 — $36.5MApr '25 — $36.5MMay '25 — $36.5MJun '25 — $36.5MJul '25 — $36.5MAug '25 — $36.5MSep '25 — $365.42BOct '25 — $365.42BNov '25 — $365.42BDec '25 — $365.42BJan '26 — $365.42BFeb '26 — $365.42BMar '26 — $419.46BApr '26 — $419.46BMay '26 — $419.46BJun '26 — $419.46B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 1%
Larger than 99% of 16,271 advisers
AUM vs fund managersTop 1%
Larger than 99% of 6,004 private-fund managers
Number of fundsTop 40%
More funds than 60% of fund managers
EmployeesTop 9%
More than 91% of 16,825 advisers

Assets under management

$419.46Bregulatory AUM
Discretionary $419.46B

Service providers