BNY Mellon

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37 more other clients, 246 more Schedule C rows and 35 more dated events

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Advisory clients on the tape
3
Schedule C, ACFR
Public-system clients
3
ACFR and seeds
ADV institutional clients
n/a
Item 5.D
ADV institutional RAUM
Not disclosed
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
Not disclosed
Item 5.F

Advisory clients

3 allocators

Other roles

40 allocators

+37 more clients

Every name, record and relationship behind this count, with the source on each.

Schedule C rows

249 rows, $26.9M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Carpenters Labor-Management Pension Plan202528NONE$21,630
Massachusetts Service Employees' Pension Fund202528 51NONE$13,386
Automotive Machinists Pension Plan202428 51 52NONE$512,966

+246 more Schedule C rows

Every name, record and relationship behind this count, with the source on each.

What changed

+35 more dated events

Every name, record and relationship behind this count, with the source on each.