BNY Mellon Investor Solutions LLC

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BNY Mellon Investor Solutions LLC
CRD #277132
SEC #801-106578
CIK #0001918605
AUM
Employees 54 (69% Investors, 0% Brokers)
Phone617-248-6016
AddressBny Mellon Center
Boston, MA 02108
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
120096072048024002009201420192025
Sector Form 13F Holdings Value ($B)
Microsoft Corp 25.6
Apple Inc 22.9
Amazon Com Inc 10.7
Nvidia Corp 10.1
Alphabet Inc 7.2
Alphabet Inc 6.8
Facebook Inc 5.6
J P Morgan Chase & Co 4.9
Tesla Motors Inc 4.7
Broadcom Inc 4.6
View All
Holdings by Sector ($B)
80064048032016002010201520212027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 6 153.7
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 497.4
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 201.8
Total 9 853.0
By Discretionary
Discretionary 9 853.0
Non-Discretionary 0 0.0
Total 9 853.0
By Non-United States Persons
Non-United States Persons 547.3
United States Persons 305.6
Total 9 853.0
EDGAR Form CIK 2011 - 2026
13F-NT [0001918605]
Firm Profile (Form ADV)
Clients16 (36 non-US)
ServesInstitutional
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