Mellon Bond Associates LLP (Pittsburgh)

Name: Mellon Bond Associates LLP
Address: One Mellon Center Ste 5400, Pittsburgh, PA, 15258 0001
Telephone: 412-236-9602

Mellon Bond Associates LLP is a large advisory firm based in Pittsburgh. It manages $83.33 billion of regulatory assets for 289 client accounts. It has been registered with the SEC as an adviser since 2001.

Mellon Bond 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 Bond Associates: assets under management

The assets under management (AUM) of Mellon Bond Associates LLP is $83.33 billion. The firm's AUM has grown by 46% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $82.86 billion in discretionary accounts and $463.59 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $289.73 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $154.53 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mellon Bond Associates LLP for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Mellon Bond Associates LLP

Paul Roger Mccann has been acting as President since 1 Oct 1986. Patrick James Sheppard joined the executive team most recently as the Executive Committee Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
William Folwell Adam	Executive vice president	1 Oct 1986	Other	4334099
David Burch Chittim	Senior vice president	1 Oct 1986	Other	4334105
Paul Roger Mccann	President/ceo executive committee	1 Oct 1986	Other	4346056
John Kenneth Milne	Executive vice president	1 Oct 1986	Other	4346064
James Milton Gockley	Executive committee member	1 Aug 1995	Other	2791166
Llc Mmip	General partner (1%)	1 Nov 1995	Other	51-0370421
N.A. Mellon Bank	Limited partner (99%)	1 Dec 1995	75% - 100%	25-0659306
Llc Mmip	General partner (1%)	1 Dec 1995	Other	51-0370421
Christopher Mark Condron	Executive committee member	1 Jan 1998	Other	51937
Ronald Philip O'hanley	Chairman executive committee	1 Jan 1998	Other	4331592
Stephen Edward Canter	Executive committee member	1 Jan 1999	Other	1837432
John Joseph Nagoniak	Executive committee member	1 Jul 2000	Other	4334095
John Joseph Nagorniak	Executive committee member	1 Jul 2000	Other	4334095
William Folwell Adam	Chief executive officer	1 May 2001	Other	4334099
John Kenneth Milne	President/cio	1 May 2001	Other	4346064
Patrick James Sheppard	Executive committee member	1 Nov 2002	Other	1779929

Indirect Owners

The SEC currently registers 2 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

Based in Pittsburgh

The principal office where Mellon Bond Associates LLP performs its advisory services is located at One Mellon Center Ste 5400, Pittsburgh, PA 15258 0001, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 412-236-9602 or by fax 412-234-9763. The normal business hours are 8:30 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.mellonbond.com.