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Mellon Investments Corporation

● SEC registered since 1983CRD 105764SEC# 801-19785Pittsburgh, PA
Export (members)
Reg. AUM
$873.87B
Employees
98
Accounts
3,942
Location
Pittsburgh, PA

Mellon Investments Corporation assets under management

Mellon Investments Corporation is an SEC-registered investment adviser based in Pittsburgh, PA. The firm has been registered since 1983. It reports $873.9 billion in regulatory assets under management and employs 98 people.

Mellon Investments Corporation owners & executives

8 reported
NameTitleOwnershipSince
John Haukur TobinCio, DreyfusUnder 5%2025
Kimberly MacKenzie-Perman ControlChief Financial Officer & DirectorUnder 5%2023
Lori Ann NajjarChief Compliance OfficerUnder 5%2021
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Frequently asked questions

How much does Mellon Investments Corporation manage?

Mellon Investments Corporation reports $873.9 billion in regulatory assets under management on its Form ADV.

How many employees does Mellon Investments Corporation have?

Mellon Investments Corporation reports 98 employees.

Where is Mellon Investments Corporation located?

Mellon Investments Corporation is based in Pittsburgh, PA and has been SEC-registered since 1983.

Does Mellon Investments Corporation disclose fund performance?

Mellon Investments Corporation is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address500 Ross Street, Pittsburgh, PA 15258
Phone617-248-3682
Office hours8:00 a.m. - 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK874779
Discloses disciplinary historyYes

Regulatory AUM

$873.87B▲ 1144166%
Mar '25 — $76.4MApr '25 — $76.4MMay '25 — $76.4MJun '25 — $76.4MJul '25 — $76.4MAug '25 — $76.4MSep '25 — $76.4MOct '25 — $76.4MNov '25 — $76.4MDec '25 — $76.4MJan '26 — $76.4MFeb '26 — $76.4MMar '26 — $873.87BApr '26 — $873.87BMay '26 — $873.87BJun '26 — $873.87B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 1%
Larger than 99% of 16,271 advisers
EmployeesTop 7%
More than 93% of 16,825 advisers

Assets under management

$873.87Bregulatory AUM
Discretionary $873.87B