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| Mellon Investments Corporation
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| CRD # | 105764 |
| SEC # | 801-19785 |
| CIK # | 0001730307, 0000874779 |
| AUM | 873.87 B (2026-05-12) |
| Employees | 98 (62% Investors, 7% Brokers) |
| Fees | |
| Minimum | |
| Phone | 617-248-3682 |
| Address | 500 Ross Street Pittsburgh, PA 15258 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 26.8 | ||
| Apple Inc | 23.4 | ||
| Microsoft Corp | 19.1 | ||
| Amazon Com Inc | 13.9 | ||
| Alphabet Inc | 11.5 | ||
| Broadcom Inc | 8.9 | ||
| Alphabet Inc | 8.2 | ||
| Facebook Inc | 8.1 | ||
| J P Morgan Chase & Co | 6.2 | ||
| Tesla Motors Inc | 5.5 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | HarborWalk Risk Parity Delta Rho Q V10 Fund LP | [2019-01-02] | 70.0 M | 0.0 M |
| Filed 2018-06-14 (D/A) · Exemption 506(b) · Minimum $10,000,000 · Remaining Indefinite · Duration More than one year · Commission $102,469 · Revenue Decline to Disclose | ||||
| HF | HarborWalk Risk Parity Fund V12 LP | [2019-01-02] | 240.0 M | 2.5 M |
| Filed 2019-08-12 (D/A) · Exemption 506(b) · Minimum $500,000 · Remaining Indefinite · Duration More than one year · Commission $863,593 · Net Assets Decline to Disclose | ||||
| HF | HarborWalk Risk Parity Fund V15 LP | [2019-01-02] | 732.2 M | 20.0 M |
| Filed 2019-08-12 (D/A) · Exemption 506(b) · Minimum $500,000 · Remaining Indefinite · Duration More than one year · Commission $3,114,503 · Net Assets Decline to Disclose | ||||
| HF | HarborWalk Trend Institutional V20 Fund LP | [2019-01-02] | 66.0 M | 4.9 M |
| Offered $2,000,000,000 · Filed 2018-06-14 (D/A) · Exemption 506(b) · Minimum $10,000,000 · Remaining $1,933,978,015 · Duration More than one year · Commission $44,308 · Net Assets Decline to Disclose | ||||
| HF | HarborWalk Global Growth LP | [2016-08-26] | 5.4 M | 5.0 M |
| Filed 2019-05-14 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | HarborWalk Opportunistic Investor LP | [2016-03-30] | 6.0 M | 1.4 M |
| Filed 2019-05-14 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | HarborWalk Opportunistic Appreciation Fund LP | [2015-08-19] | 119.9 M | 124.5 M |
| Filed 2018-05-11 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | MCM ConvertibleAlpha Offshore Multicurrency Fund Ltd | 2013-05-29 | ||
| HF | MCM Offshore Global Fixed Income Fund Ltd Multicurrency | 2013-05-29 | ||
| HF | Mellon Currency Opportunity Fund LLC | 2013-05-29 | ||
| HF | Mellon Offshore AlphaAccess Select Fund Ltd Multicurrency | 2013-05-29 | ||
| HF | Mellon Offshore Currency Opportunity Fund Ltd | 2013-05-29 | ||
| HF | Mellon Offshore Currency Opportunity Master Fund Ltd | 2013-05-29 | ||
| HF | Redwood Point Commodityalpha Master Fund Ltd | 2012-11-14 | 34.4 M | |
| HF | HarborWalk Opportunistic Alpha Fund LP | [2012-03-30] | 201.1 M | 64.7 M |
| Filed 2019-05-14 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Macro Opportunity Fund Ltd | 2012-03-30 | 1,046.2 M | |
| HF | MCM ConvertibleAlpha Offshore Fund Ltd | [2012-03-30] | 15.0 M | 16.4 M |
| Filed 2014-07-16 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | MCM ConvertibleAlpha Offshore Master Fund Ltd | 2012-03-30 | 18.5 M | |
| HF | MCM CreditAlpha Market Neutral Premier Multicurrency Fund Ltd | 2012-03-30 | 75.9 M | |
| HF | MCM CreditAlpha Market Neutral Premier Offshore Fund Ltd | [2012-03-30] | 88.1 M | 90.5 M |
| Filed 2013-10-11 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | MCM CreditAlpha Market Neutral Premier Offshore Master Fund Ltd | 2012-03-30 | 209.4 M | |
| HF | MCM Dynamic AlternativeBeta Offshore Fund Ltd | [2012-03-30] | 13.0 M | |
| Filed 2011-06-13 (D) · Exemption 506, 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | MCM Dynamic AlternativeBeta Offshore Master Fund Ltd | 2012-03-30 | 5.9 M | |
| HF | MCM Offshore Credit Market Neutral Fund Ltd | [2012-03-30] | 80.3 M | 35.7 M |
| Filed 2014-01-31 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | MCM Offshore Credit Market Neutral Master Fund Ltd | 2012-03-30 | 35.0 M | |
| HF | MCM Offshore Global Fixed Income Fund Ltd | [2012-03-30] | 25.5 M | 23.2 M |
| Filed 2014-03-05 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | MCM Offshore Global Fixed Income Master Fund Ltd | 2012-03-30 | 195.5 M | |
| HF | Mellon AlphaAccess Fund LLC | [2012-03-30] | 14.1 M | 5.7 M |
| Filed 2014-03-05 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Mellon AlphaAccess Select Fund LLC | [2012-03-30] | 14.9 M | 2.7 M |
| Filed 2014-03-05 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| LF | Mellon Offshore All Cash Master Fund Ltd | 2012-03-30 | 474.2 M | |
| HF | Mellon Offshore AlphaAccess Fund Ltd | 2012-03-30 | 82.2 M | |
| HF | Mellon Offshore AlphaAccess Fund Ltd - Multicurrency | 2012-03-30 | 69.8 M | |
| HF | Mellon Offshore AlphaAccess Master Fund Ltd | 2012-03-30 | 168.0 M | |
| HF | Mellon Offshore AlphaAccess Select Fund Ltd | [2012-03-30] | 440.0 M | 37.3 M |
| Filed 2014-03-05 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Mellon Offshore Currency Opportunity Enhanced Master Fund Limited | 2012-03-30 | 71.4 M | |
| HF | Mellon Offshore Enhanced Currency Opportunity Fund Ltd | 2012-03-30 | 58.6 M | |
| HF | Redwood Point Global EquityAlpha Fund Ltd | [2012-03-30] | 10.0 M | 12.5 M |
| Filed 2016-01-25 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Redwood Point Global EquityAlpha Master Fund Ltd | 2012-03-30 | 37.1 M | |
| HF | Redwood Point Global Opportunity Fund LLC | 2012-03-30 | 2.3 M | |
| HF | Redwood Point Global Opportunity Fund Ltd | 2012-03-30 | 5.8 M | |
| HF | Redwood Point Global Opportunity Fund Ltd - Multicurrency | 2012-03-30 | 89.3 M | |
| HF | Redwood Point Global Opportunity Master Fund Ltd | 2012-03-30 | 88.9 M | |
| HF | Redwood Point Orion Fund Ltd | [2012-03-30] | 79.3 M | 100.5 M |
| Filed 2018-01-19 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Redwood Point Orion Master Fund Ltd | 2012-03-30 | 100.6 M | |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 3,492 | 19.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 176 | 590.6 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 6 | 28.6 |
| (g) Pension and profit sharing plans | 106 | 57.6 |
| (h) Charitable organizations | 26 | 5.1 |
| (i) State or municipal government entities | 89 | 87.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 6 | 1.8 |
| (l) Sovereign wealth funds and foreign official institutions | 15 | 75.5 |
| (m) Corporations or other businesses not listed above | 9 | 3.6 |
| (n) Other | 17 | 4.4 |
| Total | 3,942 | 873.9 |
| By Discretionary | ||
| Discretionary | 3,942 | 873.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,942 | 873.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 103.9 | |
| United States Persons | 770.0 | |
| Total | 3,942 | 873.9 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Jeremy Radcliffe | Executive Officer | 74 | 12 | |
| Paul Bachtold | Executive Officer | 44 | 12 | |
| John Price | Executive Officer | 57 | 8 | |
| John Blaisdell | Executive Officer | 38 | 8 | |
| Lee Partridge | Executive Officer | 18 | 8 | |
| Salient Capital Management LLC | Executive Officer | 12 | 6 | |
| William Hunt | Executive Officer | 30 | 5 | |
| Andrew Linbeck | Executive Officer | 24 | 5 | |
| Christopher Arnold | Executive Officer | 15 | 5 | |
| William Guinn | Executive Officer | 10 | 5 | |
| View All | ||||
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0000874779] | |
| SC 13G | [0001730307] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| MRI Interventions Inc | Mellon Group LLC | [2018-02-05] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $270.2B |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund |
| LEI | YP72O3NKHJPQEEM7IG98 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Dimensional Fund Advisors LP
✚
|
TX | 1,020.36 B |
|
Parametric Portfolio Associates LLC
✚
|
WA | 684.78 B |
|
Columbia Management Investment Advisers LLC
✚
|
MA | 502.40 B |
|
Allspring Global Investments LLC
✚
|
NC | 475.78 B |
|
JP Morgan Securities LLC
✚
|
NY | 429.69 B |
|
Loomis Sayles & Company LP
✚
|
MA | 386.88 B |
|
NISA Investment Advisors LLC
✚
|
MO | 343.89 B |
|
Pictet Asset Management Sa
✚
|
330.70 B | |
|
Allspring Funds Management LLC
✚
|
NC | 324.65 B |
|
AQR Capital Management LLC
✚
|
CT | 311.70 B |