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Mellon Investments Corporation
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CRD # | 105764 |
SEC # | 801-19785 |
CIK # | 0001730307, 0000874779 |
AUM | $307.2 BB (2023-03-31) |
Employees | 180 (35% Investors, 15% Brokers) |
Phone | 617-722-7250 |
Address | 201 Washington Street Boston, MA 02108 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
Total AUM ($BB) |
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Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
---|---|---|---|
MSFT | 1,918.2 | 21.6 | |
AAPL | 2,382.8 | 21.4 | |
AMZN | 1,093.0 | 7.7 | |
NVDA | 399.6 | 6.0 | |
GOOGL | 1,475.1 | 5.8 | |
GOOG | 1,482.6 | 5.6 | |
XOM | 385.5 | 5.4 | |
MA | 309.6 | 4.3 | |
TSLA | 723.4 | 4.1 | |
JPM | 340.2 | 4.0 | |
View All |
Holdings by Sector ($BB) |
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AUM Breakdown | Accounts | AUM ($BB) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 1 | 0.7 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 140 | 127.2 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 3 | 1.6 |
(g) Pension and profit sharing plans | 130 | 38.4 |
(h) Charitable organizations | 34 | 5.6 |
(i) State or municipal government entities | 83 | 56.9 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 6 | 1.1 |
(l) Sovereign wealth funds and foreign official institutions | 18 | 70.6 |
(m) Corporations or other businesses not listed above | 4 | 2.0 |
(n) Other | 30 | 3.2 |
Total | 449 | 307.2 |
By Discretionary | ||
Discretionary | 449 | 307.2 |
Non-Discretionary | 0 | 0.0 |
Total | 449 | 307.2 |
By Non-United States Persons | ||
Non-United States Persons | 72.6 | |
United States Persons | 234.6 | |
Total | 449 | 307.2 |
Form D Directors | # Filings | # Firms | 2011 - 2024 | |
---|---|---|---|---|
Paul Bachtold | 44 | |||
Jeremy Radcliffe | 67 | |||
John Blaisdell | 38 | |||
John Price | 56 | |||
Salient Capital Management LLC | 12 | |||
William Guinn | 10 | |||
Jonathan Depriest | 7 | |||
David Brooks | 51 | |||
Bart Grenier | 17 | |||
Adam Joffe | 10 | |||
View All |
EDGAR Form | CIK | 2011 - 2024 |
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13F-NT | [0000874779] | |
SC 13G | [0001730307] |
Form 13D/13G Filer | Form 13D/13G Subject | Filed |
---|---|---|
MRI Interventions Inc | Mellon Group LLC | [2018-02-05] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Columbia Management Investment Advisers LLC
✚
|
MA | 388.4 |
Parametric Portfolio Associates LLC
✚
|
WA | 386.3 |
Allspring Global Investments LLC
✚
|
NC | 367.2 |
Loomis Sayles & Company LP
✚
|
MA | 254.2 |
Macquarie Investment Management Business Trust
✚
|
PA | 236.0 |
Allspring Funds Management LLC
✚
|
NC | 235.2 |
Nikko Asset Management Co Ltd
✚
|
225.0 | |
Pictet Asset Management Sa
✚
|
215.9 | |
JP Morgan Securities LLC
✚
|
NY | 212.9 |
Janus Henderson Investors US LLC
✚
|
CO | 203.2 |