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 SEC-registered limited liability company that serves institutional clients as the investment adviser to exchange-traded and other investment company products. Organized in 2019, the firm is structured to provide portfolio management for investment companies and is also registered to operate as a CPO/CTA, indicating it can manage commodity- or futures-based strategies where appropriate. It charges clients on a percentage-of-AUM fee basis and does not position itself as an active ESG investor. The adviser has relationships across broker-dealers, other advisers, municipal advisor channels, banking and trust institutions, insurance companies, and sponsors/GPs of pooled vehicles, reflecting a distribution and operational footprint tied to institutional product sponsorship and fund servicing.
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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