BNY MELLON INVESTMENT ADVISER, INC.
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $419.46B |
| Discretionary | $419.46B100% of AUM |
| Client Accounts | 91 |
| Avg Account Size | $4.61B |
| Employees | 69 |
| Peak AUM | $475.93BJan 2009 |
| AUM CAGR | +4.1% /yrover 25 yrs · 95 filings |
AUM by Client Type
Total AUM
$419.5B
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $419.5B | +14.8% | +4.9% | +5.9% | |
| Discretionary AUM | $419.5B | +14.8% | +4.9% | +5.9% | |
| Total Accounts | 91 | 9.9% | 11.5% | 7.9% | |
| Avg Account Size | $4.6B | +27.4% | +18.5% | +14.9% | |
| Employees | 69 | 13.8% | 14.4% | 19.2% | |
| AUM / Employee | $6.1B | +33.1% | +22.6% | +31.0% | |
Client AUM Segments | |||||
| Fund / Pooled AUM | $419.5B | +14.8% | +4.9% | +5.9% | |
Client Count Segments | |||||
| Pooled / Fund | 91 | 9.9% | 11.5% | 7.9% | |
Key Metrics
| Total AUM | $419.46B |
| Discretionary | $419.46B |
| Employees | 69 |
| Client Accounts | 91 |
| Client Range | 0 |
Contact & Location
Address
240 GREENWICH STREET
NEW YORK NY 10286
Phone
2129226273
Filing History
95 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Portfolio Mgmt (Pooled)Portfolio Mgmt (Institutional)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$419.5B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Non-US Client AUM
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Pooled Vehicles
Risk & Structure
Regulatory Disclosures
⚠ Disclosures Reportedfirst noted Jan 2001
•SRO proceeding/bar
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