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MELLON INVESTMENTS CORPORATION
CRD 105764File 801-19785
APPROVED
Retail clients
Custody
Disclosure events
Filing as of May 12, 2026
Feed vintage Aug 17, 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
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 |
|---|---|---|---|
| Aug 17, 2026 | Clients | 3942 | 3925 |
| 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.