Mellon Investments Corporation

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Assets, Funds, Holdings

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Mellon Investments Corporation
CRD #105764
SEC #801-19785
CIK #0000874779
AUM $438.5 BB (98% Disc, 79% US, 2021-03-31)
Employees 509 (36% Investors, 7% Brokers)
Phone617-722-7250
Address201 Washington Street
Boston, MA 02108
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($BB)
4503602701809002001200820152022
Type Form D Funds Date Sold ($MM) AUM ($MM)
HF ZIA Risk Parity Fund LP 2019-08-27 1,646.3
HF Redwood Point Tail Risk Fund Ltd 2019-02-20 787.8
HF HarborWalk Risk Parity Delta Rho Q V10 Fund LP [2019-01-02] 70.0 0.0
HF HarborWalk Risk Parity Delta Rho Q V20 Fund LP [2019-01-02] 133.4 132.8
HF HarborWalk Risk Parity Fund V12 LP [2019-01-02] 240.0 2.5
HF HarborWalk Risk Parity Fund V15 LP [2019-01-02] 732.2 20.0
HF HarborWalk Trend Institutional V20 Fund LP [2019-01-02] 66.0 4.9
HF HarborWalk Global Growth LP [2016-08-26] 5.4 5.0
HF HarborWalk Opportunistic Investor LP [2016-03-30] 6.0 1.4
HF HarborWalk Opportunistic Appreciation Fund LP [2015-08-19] 119.9 124.5
View All
Limited Partners2011 - 2021
Baltimore County Fire and Police Employees' Retirement System
Kansas Public Employees Retirement System
Minnesota State Board of Investment
New York State and Local Retirement System
Ohio Police & Firefighters
Oregon Public Employees Retirement Fund
Pennsylvania Public School Employees' Retirement System
Pennsylvania State Employees' Retirement System
State of Michigan Retirement System
Teachers' Retirement System of the City of New York
Virginia Retirement System
Form D Directors # Filings # Firms 2011 - 2021
Paul Bachtold 44
Jeremy Radcliffe 42
John Blaisdell 38
John Price 52
Salient Capital Management LLC 12
William Guinn 9
Jonathan Depriest 7
David Brooks 43
Adam Joffe 10
TBCAM LLC TBCAM LLC 7
EDGAR Form CIK 2011 - 2021
13F-NT [0000874779]
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CA 482.8
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MA 408.2
Loomis Sayles & Company LP
MA 319.4
Parametric Portfolio Associates LLC
WA 312.9
Wells Fargo Funds Management LLC
CA 306.7
Pictet Asset Management Sa
229.0
Jennison Associates LLC
NY 224.4
Janus Capital Management LLC
CO 219.4
T Rowe Price International Ltd
217.2
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