← Directory
MELLON INVESTMENTS CORPORATION
CRD 105764File 801-19785
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Sep 18, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$873.87B
Top 10% of cohort (national)
Discretionary AUM
$873.87B
Clients
3,925
3,942 accounts
Employees
98
Top 10% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Sep 30, 1983
- Principal office
- 500 ROSS STREET, PITTSBURGH, PA, 15258
- Phone
- 617-248-3682
- Website
- HTTPS://WWW.MELLON.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $873.87B
- Discretionary AUM
- $873.87B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 3,942
- Non-discretionary accounts
- 0
- Total accounts
- 3,942
- AUM per client
- $222.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 9 | $3.58B |
| Non-U.S. persons | 15 | $75.46B |
| Insurance companies | 6 | $1.85B |
| Investment companies | 176 | $590.62B |
| Charitable organizations | 26 | $5.12B |
| Other investment advisers | Fewer than 5 | $0 |
| High net worth individuals | 3,492 | $19.63B |
| Pooled investment vehicles | 6 | $28.63B |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Pension and profit sharing plans | 106 | $57.61B |
| State or municipal government entities | 89 | $86.96B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — SECURITIES LENDING
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11C2
- Q11C5
- Q11D2
- Q11D4
- Q11E2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 3,942 | 3,925 | decreased by17 |
| Apr 1, 2026 | Employees | 155 | 98 | decreased by57 |
| Apr 1, 2026 | Clients | 533 | 3,942 | increased by3,409 |
| Apr 1, 2026 | AUM | $763,691,686,710 | $873,866,603,349 | increased by$110,174,916,639 |
| Apr 1, 2026 | Accounts | 533 | 3,942 | increased by3,409 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 145 | 155 | increased by10 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 541 | 533 | decreased by8 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $368,150,954,123 | $763,691,686,710 | increased by$395,540,732,587 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 541 | 533 | decreased by8 |
| Apr 1, 2022 | Employees | 509 | 145 | decreased by364 |
| Apr 1, 2022 | Clients | 547 | 541 | decreased by6 |
| Apr 1, 2022 | AUM | $355,246,308,729 | $368,150,954,123 | increased by$12,904,645,394 |
| Apr 1, 2022 | Accounts | 547 | 541 | decreased by6 |
| Oct 1, 2021 | Clients | 2,313 | 547 | decreased by1,766 |
| Oct 1, 2021 | AUM | $438,524,035,063 | $355,246,308,729 | decreased by$83,277,726,334 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MELLON INVESTMENTS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MELLON INVESTMENTS” may also match similarly-named firms). Confirm identity against each filing.
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.