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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

BNY MELLON INVESTOR SOLUTIONS, LLC

CRD 277132

BOSTON, MA

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Search this name across graphsid dfx:ria:79fb5de5-5f7d-1448-ff0f-d17aa7816489

Data as of Mar 23, 2023 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 36
Dated events: 19
On other graphs: 0
Observed: Aug 18, 2015 to Mar 23, 2023
24 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $853MItem 5.F on the latest filing (2023-03-23); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $853M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 54
Advisory employees: 37
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 9
SEC number: 801-106578
CRD: 277132
Filings on the tape: 24
First filed: Aug 18, 2015
Latest filed: Mar 23, 2023
Organised: Limited Liability Company, Delaware

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
DIPETRILLO, DAVID, JOHN	ELECTED MANAGER	Na	yes	01/2020	Mar 24, 2020	Mar 23, 2023
Grant, Sinead, Mary	ELECTED MANAGER AND PRESIDENT	Na	yes	07/2021	Jan 11, 2019	Mar 23, 2023
MBC INVESTMENTS CORPORATION	Owner	E	yes	06/2015	Aug 18, 2015	Mar 23, 2023
NUZZO, MICHAEL	ELECTED MANAGER	Na	yes	01/2020	Mar 24, 2020	Mar 23, 2023
REHN, GERALD, DENNIS	ELECTED MANAGER	Na	yes	01/2020	Mar 24, 2020	Mar 23, 2023
THE BANK OF NEW YORK MELLON CORPORATION	Owner	E	yes	05/1987	Aug 18, 2015	Mar 23, 2023
WEIR, PAUL, ANTHONY	ELECTED MANAGER AND CHIEF OPERATING OFFICER	Na	yes	01/2020	Mar 24, 2020	Mar 23, 2023
BRAITHWAITE, JULIA	CHIEF COMPLIANCE OFFICER	Na	no	08/2019	Aug 5, 2019	Mar 23, 2023

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page; showing 40 of 51

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
MELLON INVESTMENTS CORPORATION	n/a	Asset manager	$874B	N	yes	n/a
BNY MELLON INVESTMENT ADVISER, INC.	n/a	Asset manager	$419B	N	yes	n/a
INSIGHT NORTH AMERICA LLC	n/a	Other adviser	$171B	N	yes	n/a
WALTER SCOTT & PARTNERS LIMITED	n/a	Other adviser	$67B	N	yes	n/a
NEWTON INVESTMENT MANAGEMENT NORTH AMERICA LLC	n/a	Asset manager	$59B	N	yes	n/a
NEWTON INVESTMENT MANAGEMENT LTD	n/a	Asset manager	$42B	N	yes	n/a
LOCKWOOD ADVISORS INC	n/a	Bank affiliated wealth	$33B	N	yes	n/a
BNY MELLON INVESTMENT MANAGEMENT JAPAN LIMITED	n/a	Former SEC adviser	$32B	N	yes	n/a
BNY MELLON ETF INVESTMENT ADVISER, LLC	n/a	Asset manager	$11B	N	yes	n/a
BNY MELLON SECURITIES CORPORATION	n/a	Other adviser	$8.4B	N	yes	n/a
INSIGHT INVESTMENT INTERNATIONAL LIMITED	n/a	Former SEC adviser	$3.0B	N	yes	n/a
ARX INVESTIMENTOS LTDA	n/a	Former SEC adviser	$1.9B	N	yes	n/a
MELLON HEDGE ADVISORS, LLC	n/a	Former SEC adviser	$0	N	yes	n/a
BNY MELLON ALOCACAO DE PATRIMONIO LTDA	n/a	n/a	n/a	N	yes	n/a
BNY MELLON ASSET MANAGEMENT CANADA LTD	n/a	n/a	n/a	N	yes	n/a
BNY MELLON BANCO S.A.	n/a	n/a	n/a	N	yes	n/a
BNY MELLON CAPITAL MARKETS, LLC	n/a	n/a	n/a	N	yes	n/a
BNY MELLON FUND MANAGEMENT (LUXEMBOURG) S.A.	n/a	n/a	n/a	N	yes	n/a
BNY MELLON FUND MANAGERS LIMITED	n/a	n/a	n/a	N	yes	n/a
BNY MELLON IM KOREA LIMITED	n/a	n/a	n/a	N	yes	n/a
BNY MELLON INTERNATIONAL MANAGEMENT LIMITED	n/a	n/a	n/a	N	yes	n/a
BNY MELLON INVESTMENT MANAGEMENT (SHANGHAI) LIMITED	n/a	n/a	n/a	N	yes	n/a
BNY MELLON INVESTMENT MANAGEMENT EMEA LIMITED	n/a	n/a	n/a	N	yes	n/a
BNY MELLON INVESTMENT MANAGEMENT HONG KONG LIMITED	n/a	n/a	n/a	N	yes	n/a
BNY MELLON INVESTMENT MANAGEMENT SINGAPORE PTE. LIMITED	n/a	n/a	n/a	N	yes	n/a
BNY MELLON NATIONAL ASSOCIATION	n/a	n/a	n/a	N	yes	n/a
BNY MELLON SERVICOS FINANCEIROS DISTRIBUIDORA DE TITULOS E VALORES MOBILIARIOS (DTVM) S.A.	n/a	n/a	n/a	N	yes	n/a
BNY MELLON TRUST COMPANY OF ILLINOIS	n/a	n/a	n/a	N	yes	n/a
BNY MELLON TRUST OF DELAWARE	n/a	n/a	n/a	N	yes	n/a
CIBC MELLON GLOBAL SECURITIES SERVICES COMPANY	n/a	n/a	n/a	N	yes	n/a
CIBC MELLON TRUST COMPANY	n/a	n/a	n/a	N	yes	n/a
HEDGEMARK SECURITIES LLC	n/a	n/a	n/a	N	yes	n/a
INSIGHT INVESTMENT AUSTRALIA PTY LIMITED	n/a	n/a	n/a	N	yes	n/a
INSIGHT INVESTMENT FUNDS MANAGEMENT LIMITED	n/a	n/a	n/a	N	yes	n/a
INSIGHT INVESTMENT MANAGEMENT (GLOBAL) LIMITED	n/a	n/a	n/a	N	yes	n/a
INSIGHT INVESTMENT MANAGEMENT (IRELAND) LIMITED	n/a	n/a	n/a	N	yes	n/a
NEWTON INVESTMENT MANAGEMENT JAPAN LTD.	n/a	n/a	n/a	N	yes	n/a
PERSHING (CHANNEL ISLANDS) LIMITED	n/a	n/a	n/a	N	yes	n/a
PERSHING ADVISOR SOLUTIONS LLC	n/a	n/a	n/a	N	yes	n/a
PERSHING LIMITED	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
NEW YORK	NY	United States	11	no
Pittsburgh	Pa	United States	9	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2022	Mar 23, 2023	$853M	$853M	54	37	2	n/a	n/a
2021	Mar 30, 2022	$986M	$986M	52	34	2	n/a	n/a
2020	Mar 30, 2021	$1.1B	$1.1B	51	37	2	n/a	n/a
2019	Mar 24, 2020	$863M	$863M	50	37	2	n/a	n/a
2018	Mar 27, 2019	$743M	$743M	0	0	2	n/a	n/a
2017	Mar 29, 2018	$856M	$856M	5	5	1	n/a	n/a
2016	Mar 31, 2017	$544M	$544M	0	0	n/a	n/a	n/a
2015	Mar 29, 2016	n/a	n/a	0	0	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2022	$853M	$986M	-13.5%	$863M	-0.4%	54	52	2	2

Relationships

Affiliated with (28)

← INSIGHT INVESTMENTRegistered adviserother investment adviser, custodian, common control
factForm ADV
→ BNY MELLON INVESTMENT ADVISER, INC.Registered adviserother investment adviser, bank, common control
factForm ADV
→ MELLON INVESTMENTS CORPORATIONRegistered adviserother investment adviser, bank, common control
factForm ADV
→ BNY MELLON ADVISORS, INC.Registered adviserother investment adviser, common control
factForm ADV
→ INSIGHT INVESTMENTRegistered adviserother investment adviser, bank, common control
factForm ADV
→ NEWTON INVESTMENT MANAGEMENT LTDRegistered adviserother investment adviser, bank, common control
factForm ADV
→ WALTER SCOTT & PARTNERS LIMITEDRegistered adviserother investment adviser, bank, common control
factForm ADV
→ MELLON HEDGE ADVISORSRegistered adviserother investment adviser, common control
factForm ADV
→ INSIGHT INVESTMENTRegistered adviserother investment adviser, bank, common control
factForm ADV
→ ARX INVESTIMENTOS LTDARegistered adviserother investment adviser, bank, common control
factForm ADV
→ BNY MELLON INVESTMENT MANAGEMENT JAPAN LIMITEDRegistered adviserother investment adviser, common control
factForm ADV
→ BNY MELLON SECURITIES CORPORATIONRegistered adviserother investment adviser, broker-dealer, common control
factForm ADV
→ BNY MELLON ETF INVESTMENT ADVISER, LLCRegistered adviserother investment adviser, bank, common control
factForm ADV
→ NEWTON INVESTMENT MANAGEMENT NORTH AMERICARegistered adviserother investment adviser, bank, pooled vehicle sponsor, common control
factForm ADV
← BNY MELLON INVESTMENT MANAGEMENT JAPAN LIMITEDRegistered adviserother investment adviser, bank, common control
factForm ADV
← BNY MELLON INVESTMENT MANAGEMENT CAYMAN LTDRegistered adviserother investment adviser, bank, common control
factForm ADV
← EACM ADVISORS LLCRegistered adviserother investment adviser, bank, common control
factForm ADV
← INSIGHT INVESTMENTRegistered adviserother investment adviser, common control
factForm ADV
← INSIGHT INVESTMENTRegistered adviserother investment adviser, common control
factForm ADV
← THE BOSTON COMPANY ASSET MANAGEMENT LLCRegistered adviserother investment adviser, common control
factForm ADV
← STANDISHRegistered adviserother investment adviser, common control
factForm ADV
← HEDGEMARK ADVISORS, LLCRegistered adviserother investment adviser, common control
factForm ADV
← CENTERSQUARE INVESTMENT MANAGEMENT HOLDINGS, INC.Registered adviserother investment adviser, common control
factForm ADV
← CENTERSQUARE INVESTMENT MANAGEMENT, INC.Registered adviserother investment adviser, common control
factForm ADV
← BNY MELLON INVESTMENT MANAGEMENT HONG KONG LIMITEDRegistered adviserother investment adviser, common control
factForm ADV
← BNY MELLON INVESTMENT MANAGEMENT SINGAPORE PTE. LIMITEDRegistered adviserother investment adviser, common control
factForm ADV
← ARX INVESTIMENTOS LTDARegistered adviserother investment adviser, common control
factForm ADV
← TIBER CAPITAL MANAGEMENT, LLCRegistered adviserother investment adviser, common control
factForm ADV

Controls (7)

← NUZZO, MICHAELOwnerELECTED MANAGER, ownership code NA, individual
Mar 24, 2020 to presentfactForm ADV
← REHN, GERALD, DENNISOwnerELECTED MANAGER, ownership code NA, individual
Mar 24, 2020 to presentfactForm ADV
← DIPETRILLO, DAVID, JOHNOwnerELECTED MANAGER, ownership code NA, individual
Mar 24, 2020 to presentfactForm ADV
← Grant, Sinead, MaryOwnerELECTED MANAGER AND PRESIDENT, ownership code NA, individual
Jan 11, 2019 to presentfactForm ADV
← WEIR, PAUL, ANTHONYOwnerELECTED MANAGER AND CHIEF OPERATING OFFICER, ownership code NA, individual
Mar 24, 2020 to presentfactForm ADV
← MBC INVESTMENTS CORPORATIONOwnerOWNER, ownership code E, domestic entity
Aug 18, 2015 to presentfactForm ADV
← THE BANK OF NEW YORK MELLON CORPORATIONOwnerOWNER, ownership code E, domestic entity
Aug 18, 2015 to presentfactForm ADV

Owns (1)

← BRAITHWAITE, JULIAOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Aug 5, 2019 to presentfactForm ADV

Dated events

Occurred
Mar 23, 2023
Control person left
Nicholas Greenland (Elected Manager) no longer on Schedule A of Bny Mellon Investor Solutions, Llc (listed 2022-03-30, absent 2023-03-23)
Form ADVobserved 5 days ago
Occurred
Mar 30, 2022
Control person joined
Mary Sinead Grant (Elected Manager And President) appeared on Schedule A of Bny Mellon Investor Solutions, Llc
Form ADVobserved 5 days ago
Occurred
Mar 30, 2022
Control person left
Stephen Kolano (Elected Manager And Chief Investment Officer) no longer on Schedule A of Bny Mellon Investor Solutions, Llc (listed 2021-03-30, absent 2022-03-30)
Form ADVobserved 5 days ago
Occurred
Mar 30, 2022
Control person left
William Jamie Lewin (Elected Manager And President) no longer on Schedule A of Bny Mellon Investor Solutions, Llc (listed 2021-03-30, absent 2022-03-30)
Form ADVobserved 5 days ago
Occurred
Mar 30, 2021
Regulatory AUM changed
Bny Mellon Investor Solutions, Llc reported RAUM $1.1B, up 31% from $862.8M (2020-03-24 to 2021-03-30)
Form ADVobserved 5 days ago
$264M
Occurred
Mar 30, 2021
Control person joined
Nicholas Greenland (Elected Manager) appeared on Schedule A of Bny Mellon Investor Solutions, Llc
Form ADVobserved 5 days ago
Occurred
Mar 24, 2020
Control person joined
John David Dipetrillo (Elected Manager) appeared on Schedule A of Bny Mellon Investor Solutions, Llc
Form ADVobserved 5 days ago
Occurred
Mar 24, 2020
Control person joined
Michael Nuzzo (Elected Manager) appeared on Schedule A of Bny Mellon Investor Solutions, Llc
Form ADVobserved 5 days ago
Occurred
Mar 24, 2020
Control person joined
Dennis Gerald Rehn (Elected Manager) appeared on Schedule A of Bny Mellon Investor Solutions, Llc
Form ADVobserved 5 days ago
Occurred
Mar 24, 2020
Control person joined
Anthony Paul Weir (Elected Manager And Chief Operating Officer) appeared on Schedule A of Bny Mellon Investor Solutions, Llc
Form ADVobserved 5 days ago
Occurred
Mar 24, 2020
Control person left
A. Peter Arcabascio (Elected Manager) no longer on Schedule A of Bny Mellon Investor Solutions, Llc (listed 2020-01-02, absent 2020-03-24)
Form ADVobserved 5 days ago
Occurred
Mar 24, 2020
Control person left
Stiver Brooke Paster (Elected Manager) no longer on Schedule A of Bny Mellon Investor Solutions, Llc (listed 2020-01-02, absent 2020-03-24)
Form ADVobserved 5 days ago
Occurred
Aug 5, 2019
Control person joined
Julia Braithwaite (Chief Compliance Officer) appeared on Schedule A of Bny Mellon Investor Solutions, Llc
Form ADVobserved 5 days ago
Occurred
Jul 19, 2019
Control person joined
William Jamie Lewin (Elected Manager And President) appeared on Schedule A of Bny Mellon Investor Solutions, Llc
Form ADVobserved 5 days ago
Occurred
Jan 25, 2019
Control person left
Robert George Bristow (Chief Compliance Officer) no longer on Schedule A of Bny Mellon Investor Solutions, Llc (listed 2019-01-11, absent 2019-01-25)
Form ADVobserved 5 days ago
Occurred
Jan 11, 2019
Control person left
Patrick Charles Dolan (Elected Manager) no longer on Schedule A of Bny Mellon Investor Solutions, Llc (listed 2018-05-23, absent 2019-01-11)
Form ADVobserved 5 days ago
Occurred
Jan 11, 2019
Control person left
Patrick Joseph Gennaco (Elected Manager) no longer on Schedule A of Bny Mellon Investor Solutions, Llc (listed 2018-05-23, absent 2019-01-11)
Form ADVobserved 5 days ago
Occurred
Mar 29, 2018
Regulatory AUM changed
Bny Mellon Investor Solutions, Llc reported RAUM $855.7M, up 27% from $673.0M (2017-10-06 to 2018-03-29)
Form ADVobserved 5 days ago
$183M
Occurred
Aug 18, 2015
First Form ADV filing
Bny Investment Strategy And Solutions Group, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:79fb5de5-5f7d-1448-ff0f-d17aa7816489
First observed: Aug 18, 2015
Last observed: Mar 23, 2023 42 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BNY MELLON INVESTOR SOLUTIONS, LLC

CRD 277132

BOSTON, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:79fb5de5-5f7d-1448-ff0f-d17aa7816489

Data as of Mar 23, 2023 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:10 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DIPETRILLO, DAVID, JOHN

ELECTED MANAGER

yes

01/2020

Mar 24, 2020

Mar 23, 2023

Grant, Sinead, Mary

ELECTED MANAGER AND PRESIDENT

yes

07/2021

Jan 11, 2019

Mar 23, 2023

MBC INVESTMENTS CORPORATION

Owner

yes

06/2015

Aug 18, 2015

Mar 23, 2023

NUZZO, MICHAEL

ELECTED MANAGER

yes

01/2020

Mar 24, 2020

Mar 23, 2023

REHN, GERALD, DENNIS

ELECTED MANAGER

yes

01/2020

Mar 24, 2020

Mar 23, 2023

THE BANK OF NEW YORK MELLON CORPORATION

Owner

yes

05/1987

Aug 18, 2015

Mar 23, 2023

WEIR, PAUL, ANTHONY

ELECTED MANAGER AND CHIEF OPERATING OFFICER

yes

01/2020

Mar 24, 2020

Mar 23, 2023

BRAITHWAITE, JULIA

CHIEF COMPLIANCE OFFICER

08/2019

Aug 5, 2019

Mar 23, 2023

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

MELLON INVESTMENTS CORPORATION

n/a

Asset manager

$874B

yes

n/a

BNY MELLON INVESTMENT ADVISER, INC.

n/a

Asset manager

$419B

yes

n/a

INSIGHT NORTH AMERICA LLC

n/a

Other adviser

$171B

yes

n/a

WALTER SCOTT & PARTNERS LIMITED

n/a

Other adviser

$67B

yes

n/a

NEWTON INVESTMENT MANAGEMENT NORTH AMERICA LLC

n/a

Asset manager

$59B

yes

n/a

NEWTON INVESTMENT MANAGEMENT LTD

n/a

Asset manager

$42B

yes

n/a

LOCKWOOD ADVISORS INC

n/a

Bank affiliated wealth

$33B

yes

n/a

BNY MELLON INVESTMENT MANAGEMENT JAPAN LIMITED

n/a

Former SEC adviser

$32B

yes

n/a

BNY MELLON ETF INVESTMENT ADVISER, LLC

n/a

Asset manager

$11B

yes

n/a

BNY MELLON SECURITIES CORPORATION

n/a

Other adviser

$8.4B

yes

n/a

INSIGHT INVESTMENT INTERNATIONAL LIMITED

n/a

Former SEC adviser

$3.0B

yes

n/a

ARX INVESTIMENTOS LTDA

n/a

Former SEC adviser

$1.9B

yes

n/a

MELLON HEDGE ADVISORS, LLC

n/a

Former SEC adviser

yes

n/a

BNY MELLON ALOCACAO DE PATRIMONIO LTDA

n/a

yes

n/a

BNY MELLON ASSET MANAGEMENT CANADA LTD

n/a

yes

n/a

BNY MELLON BANCO S.A.

n/a

yes

n/a

BNY MELLON CAPITAL MARKETS, LLC

n/a

yes

n/a

BNY MELLON FUND MANAGEMENT (LUXEMBOURG) S.A.

n/a

yes

n/a

BNY MELLON FUND MANAGERS LIMITED

n/a

yes

n/a

BNY MELLON IM KOREA LIMITED

n/a

yes

n/a

BNY MELLON INTERNATIONAL MANAGEMENT LIMITED

n/a

yes

n/a

BNY MELLON INVESTMENT MANAGEMENT (SHANGHAI) LIMITED

n/a

yes

n/a

BNY MELLON INVESTMENT MANAGEMENT EMEA LIMITED

n/a

yes

n/a

BNY MELLON INVESTMENT MANAGEMENT HONG KONG LIMITED

n/a

yes

n/a

BNY MELLON INVESTMENT MANAGEMENT SINGAPORE PTE. LIMITED

n/a

yes

n/a

BNY MELLON NATIONAL ASSOCIATION

n/a

yes

n/a

BNY MELLON SERVICOS FINANCEIROS DISTRIBUIDORA DE TITULOS E VALORES MOBILIARIOS (DTVM) S.A.

n/a

yes

n/a

BNY MELLON TRUST COMPANY OF ILLINOIS

n/a

yes

n/a

BNY MELLON TRUST OF DELAWARE

n/a

yes

n/a

CIBC MELLON GLOBAL SECURITIES SERVICES COMPANY

n/a

yes

n/a

CIBC MELLON TRUST COMPANY

n/a

yes

n/a

HEDGEMARK SECURITIES LLC

n/a

yes

n/a

INSIGHT INVESTMENT AUSTRALIA PTY LIMITED

n/a

yes

n/a

INSIGHT INVESTMENT FUNDS MANAGEMENT LIMITED

n/a

yes

n/a

INSIGHT INVESTMENT MANAGEMENT (GLOBAL) LIMITED

n/a

yes

n/a

INSIGHT INVESTMENT MANAGEMENT (IRELAND) LIMITED

n/a

yes

n/a

NEWTON INVESTMENT MANAGEMENT JAPAN LTD.

n/a

yes

n/a

PERSHING (CHANNEL ISLANDS) LIMITED

n/a

yes

n/a

PERSHING ADVISOR SOLUTIONS LLC

n/a

yes

n/a

PERSHING LIMITED

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

NEW YORK

United States

Pittsburgh

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2022

Mar 23, 2023

$853M

n/a

2021

Mar 30, 2022

$986M

n/a

2020

Mar 30, 2021

$1.1B

n/a

2019

Mar 24, 2020

$863M

n/a

2018

Mar 27, 2019

$743M

n/a

2017

Mar 29, 2018

$856M

n/a

2016

Mar 31, 2017

$544M

n/a

2015

Mar 29, 2016

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2022

$853M

$986M

-13.5%

$863M

-0.4%