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Mellon Equity Associates LLP (Pittsburgh)


Mellon Equity Associates LLP is a large advisory firm based in Pittsburgh. It manages $21.93 billion of regulatory assets for 137 client accounts. It has been registered with the SEC as an adviser since 2001.

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Mellon Equity Associates provides portfolio management for investment companies and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mellon Equity Associates: assets under management

The assets under management (AUM) of Mellon Equity Associates LLP is $21.93 billion. The firm's AUM has gone down by -40% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $21.67 billion in discretionary accounts and $255.45 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $160.52 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $127.72 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mellon Equity Associates LLP for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 9 indirect owners.

Name Entity Date acquired Ownership Employer ID
Mellon Financial Corporation Shareholder 1 Oct 1972 75% - 100% 25-1233834
N.A. Mellon Bank Sole member 1 Nov 1995 75% - 100% 25-0659306
Mam (De) Trust Indirect owner 1 May 2007 75% - 100% 86-1067823
Robert Arthur Repetto Manager, mmip, llc 1 May 2007 Other 810398
James Edward Blue Manager, mmip, llc 1 May 2007 Other 5358541
Ronald Philip O'hanley Trustee, mam (ma) holding trust 1 May 2007 Other 4331592
Scott Edward Wennerholm Trustee, mam (ma) holding trust 1 May 2007 Other 2398744
Gordon L. Motter Manager, mmip, llc 1 May 2007 Other 5359181
The Bank Of New York Mellon Corporation Indirect owner 1 Jul 2007 75% - 100% 56-2643194

Based in Pittsburgh

The principal office where Mellon Equity Associates LLP performs its advisory services is located at 500 Grant St, Pittsburgh, PA 15258 0001, which is also the mailing address of the firm. An additional office of the firm is in Philadelphia, PA. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 412-234-5130 or by fax 412-236-1703. The normal business hours are 8:30 - 5:00 on Monday - Friday. You can find more information about the New York firm at www.mellonequity.com (not yet active).


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