DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
unclassified
Mellon Investments Corporation
unclassifiedMA
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
n/a
Item 5.D
ADV institutional RAUM
n/a
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
n/a
Item 5.F
Advisory clients
No advisory client relationship on the tape.
Other roles
2 allocators
- Massachusetts Service Employees' Pension Fund Custodianthrough Jul 1, 2025
- Iron Workers Locals 40, 361 & 417 Pension Fund Custodianthrough Dec 31, 2022
Schedule C rows
15 rows, $1.2M direct compensation as filed
What changed
- Mellon Investments appears on Alaska Teamster-Employer Pension Trust's Schedule C as investment manager (plan year 2023 vs 2022)with Mellon Investments Corporationaskebsa.dol.gov
- Mellon Investments Corporation appears on SAN Diego County Construction Laborers' Pension Trust Fund's Schedule C as investment manager (plan year 2023 vs 2022)with Mellon Investments Corporationaskebsa.dol.gov