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Building 2BNY MELLON INVESTOR SOLUTIONS, LLC

Map pinBOSTON, MA
Phone6172486016
NotebookSEC #801-106578
Total AUM
$853M
Employees
54
Clients
8

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
BNY MELLON CENTER
201 WASHINGTON STREET, 7TH FLOOR
BOSTON
MA 02108
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
6172486016
Other Offices
2

ReceiptFinancials

Total AUM
$853M
Accounts
9
Discretionary
$853M
Accounts
9
Non-Discretionary
$0
Accounts
0

ContactClients

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Charitable Organization Clients
6
AUM
$153.7M
Investment Advisor Clients
1
AUM
$497.4M
Other Clients
1
AUM
$201.8M
Description of Other Clients
SEED CAPITAL ACCOUNTS

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
Dismissed Civil Action (Settlement)Other Regulator Order (Past 10 Years)Other Regulator Violation FindingSEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
CACOCTDCDEFLGAILMAMINCNJNVNYOHPATXVAWA

HandshakeAffiliates

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Affiliates
Reported 50 business affiliates.
Claimed Affiliates
Reported as an affiliate by 15 other businesses.

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