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BNY MELLON INVESTMENT ADVISER, INC.
CRD 105642File 801-8147
APPROVED
Custody
Disclosure events
Filing as of Jun 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$419.46B
Top 10% of cohort (national)
Discretionary AUM
$419.46B
Clients
91
91 accounts
Employees
69
Top 10% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Dec 10, 1971
- Principal office
- 240 GREENWICH STREET, NEW YORK, NY, 10286
- Phone
- 2129226273
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $419.46B
- Discretionary AUM
- $419.46B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 91
- Non-discretionary accounts
- 0
- Total accounts
- 91
- AUM per client
- $4.61B
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 82 | $405.79B |
| Pooled investment vehicles | 9 | $13.67B |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11
- Q11C1
- Q11C2
- Q11C4
- Q11C5
- Q11D2
- Q11D4
- Q11E2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Custody | false | true |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.