Data / Investment advisers / Pennsylvania / Mellon Investments Corporation
Mellon Investments Corporation, Pittsburgh, PA: $874 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Mellon Investments Corporation is an SEC registered investment adviser with its main office in Pittsburgh, Pennsylvania and reports $874 billion in regulatory assets under management in its Form ADV filed September 18, 2026. Its clients include investment companies, state and municipal governments and sovereign wealth funds and foreign official institutions. It is paid through a percentage of assets under management, fixed fees and other fees.
The request: Watch Mellon Investments Corporation (CRD number 105764): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 105764
- SEC file number
- 801-19785
- SEC status
- Approved, effective September 30, 1983
- Main office
- 500 Ross Street, Pittsburgh, PA 15258
- Phone
- (617) 248-3682
- Regulatory AUM
- $873,866,603,349 in the Form ADV filed September 18, 2026
- Discretionary AUM
- $873,866,603,349
- Accounts
- 3,942
- Employees
- 98, of which 61 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, fixed fees, other fees
- Other offices
- 4
- Form ADV Item 11 disclosures
- Reported: SEC or CFTC regulatory actions, other federal, state or foreign regulatory actions, self-regulatory organization actions
- Latest Form ADV filing
- September 18, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 176 | $590.62 billion |
| State or municipal government entities | 89 | $86.96 billion |
| Sovereign wealth funds and foreign official institutions | 15 | $75.46 billion |
| Pension and profit sharing plans | 106 | $57.61 billion |
| Pooled investment vehicles | 6 | $28.63 billion |
| High net worth individuals | 3,492 | $19.63 billion |
| Charitable organizations | 26 | $5.12 billion |
| Corporations or other businesses | 9 | $3.58 billion |
| Insurance companies | 6 | $1.85 billion |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $873.87 billion | March 31, 2026 |
| December 1, 2025 | $763.69 billion | July 31, 2025 |
Other advisers in Pittsburgh
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Federated Investment Management Company | Pittsburgh | $590.10 billion | Not listed | adviserinfo.sec.gov |
| Federated Investment Counseling | Pittsburgh | $207.21 billion | 3 | adviserinfo.sec.gov |
| PNC Wealth Management | Pittsburgh | $30.27 billion | Not listed | adviserinfo.sec.gov |
| Federated Equity Management Company of Pennsylvania | Pittsburgh | $14.25 billion | Not listed | adviserinfo.sec.gov |
| Greycourt & Co., Inc. | Pittsburgh | $6.61 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Pittsburgh, PA
- Investment advisers in Pennsylvania
- Advisers with Over $100 billion in AUM
- Advisers serving investment companies
- Advisers serving state and municipal governments
- Mellon Investments Corporation on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.