BNY Mellon ETF Investment Adviser, LLC
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 306148
- Registered since
- November 15, 2019
- Website
- im.bnymellon.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
BNY Mellon ETF Investment Adviser, LLC is an institutional SEC‑registered investment adviser that provides portfolio management to investment companies, primarily ETFs. Organized as an LLC and registered with the SEC in 2019, the firm serves an institutional client base and charges fees as a percentage of assets under management. It is not positioned as a capital allocator or an active ESG investor. Regulatory and business filings list CPO/CTA activity among its business lines, and the firm maintains affiliations across brokerage, trust, banking, insurance and pooled vehicle sponsor roles.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4
Kimberly Mackenzie-perman
Chief Financial OfficerCRD 4576869

Stephanie Pierce
CEOCRD 2526452
Gareth Becker
CFOCRD 8015877
Contacts
2 of 2
David Dipetrillo
DirectorCRD 4904926

Jason Ronca
PrincipalCRD 4419458
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Boston, MA
Suffolk
Location
Boston, MA
Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Suffolk
- Address
- 201 Washington St
- Time zone
- ET (UTC-5)
- Office locations
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