MELLON HEDGE ADVISORS
MELLON HEDGE ADVISORS, LLC Legal Name
Adviser information for MELLON HEDGE ADVISORS last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 7 |
|---|---|
| Investment Advisory/Research | 6 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 0 | $0 |
| Non-Discretionary | 0 | $0 |
| Total | 0 | $0 |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | REGISTRANT IS NOT PROVIDING ANY ADVISORY SERVICES AT THIS TIME |
|---|---|
| Compensation | REGISTRANT IS NOT COMPENSATED FOR ADVISORY SERVICES AT THIS TIME |
Identifiers
| SEC RIA File Number | 801-63750 |
|---|---|
| SEC ERA File Number | 801-63750 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 133402 |
| Legal Entity Identifier | None |
Principal Office
BNY MELLON CENTER201 WASHINGTON STREET
BOSTON
MA
United States
Monday - Friday, 8:30AM TO 5:00PM, ET
Tel: 617 722 7018, Fax: 617 722 7367
Chief Compliance Officer
JULIE RICHARD
CHIEF COMPLIANCE OFFICER
200 PARK AVENUE, 54TH FL
NEW YORK
NY
United States
Tel:
2129227318
J************@************M
(Full email address available in API data)
Regulatory Contact
ANTHONY MASTROCOLA
VICE PRESIDENT
201 WASHINGTON STREET
BOSTON
MA
United States
Tel:
617 722 7018
Fax:
617 722 7367
A*****************@************M
(Full email address available in API data)
Industry Affiliates
| ARX INVESTIMENTOS LTDA | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| BNY MELLON ADMINISTRACAO DE ATIVOS LTDA | Other investment adviser, including financial planners |
| BNY MELLON ADVISORS, INC. | Other investment adviser, including financial planners |
| BNY MELLON ALOCACAO DE PATRIMONIO LTDA | Other investment adviser, including financial planners |
| BNY MELLON ASSET MANAGEMENT CANADA LIMITED | Broker-dealer, municipal securities dealer, or gov securities broker or dealerOther investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| BNY MELLON BANCO S.A. | Banking or thrift institutionTrust company |
| BNY MELLON CAPITAL MARKETS, LLC | Broker-dealer, municipal securities dealer, or gov securities broker or dealerRegistered municipal advisor |
| BNY MELLON ETF INVESTMENT ADVISER, LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| BNY MELLON FUND MANAGERS LIMITED | Sponsor, GP, manager of pooled investment vehicles |
| BNY MELLON IM KOREA LIMITED | Other investment adviser, including financial planners |
| BNY MELLON IM TAIWAN SECURITIES INVESTMENT CONSULTING CO., LTD | Other investment adviser, including financial planners |
| BNY MELLON INTERNATIONAL MANAGEMENT LIMITED | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| BNY MELLON INVESTMENT ADVISER, INC. | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| BNY MELLON INVESTMENT MANAGEMENT HONG KONG LIMITED | Broker-dealer, municipal securities dealer, or gov securities broker or dealerOther investment adviser, including financial planners |
| BNY MELLON INVESTMENT MANAGEMENT JAPAN LIMITED | Other investment adviser, including financial planners |
| BNY MELLON INVESTMENT MANAGEMENT SINGAPORE PTE. LIMITED | Other investment adviser, including financial planners |
| BNY MELLON NATIONAL ASSOCIATION | Other investment adviser, including financial plannersBanking or thrift institutionTrust company |
| BNY MELLON SECURITIES CORPORATION | Broker-dealer, municipal securities dealer, or gov securities broker or dealerOther investment adviser, including financial plannersInsurance company or agency |
| BNY MELLON TRUST COMPANY OF ILLINOIS | Banking or thrift institutionTrust company |
| BNY MELLON TRUST OF DELAWARE | Other investment adviser, including financial plannersBanking or thrift institutionTrust company |
| BNYMELLON SERVICOS FINANCEIROS DISTRIBUIDORA DE TITULOS E VALORES MOBILIARIOS (DTVM) S.A. | Broker-dealer, municipal securities dealer, or gov securities broker or dealerOther investment adviser, including financial planners |
| BNYMFM-LUX | Broker-dealer, municipal securities dealer, or gov securities broker or dealerOther investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| CIBC MELLON GLOBAL SECURITIES SERVICES COMPANY | Banking or thrift institutionTrust company |
| CIBC MELLON TRUST COMPANY | Banking or thrift institutionTrust company |
| IM EMEA | Broker-dealer, municipal securities dealer, or gov securities broker or dealerOther investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| INSIGHT INVESTMENT | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| INSIGHT INVESTMENT | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| INSIGHT INVESTMENT AUSTRALIA PTY LIMITED | Other investment adviser, including financial planners |
| INSIGHT INVESTMENT FUNDS MANAGEMENT LIMITED | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| INSIGHT INVESTMENT MANAGEMENT (GLOBAL) LIMITED | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| INSIGHT INVESTMENT MANAGEMENT EUROPE LIMITED | Sponsor, GP, manager of pooled investment vehicles |
| MELLON INVESTMENTS CORPORATION | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| NEWTON INVESTMENT MANAGEMENT JAPAN LTD | Other investment adviser, including financial planners |
| NEWTON INVESTMENT MANAGEMENT LTD | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| NEWTON INVESTMENT MANAGEMENT NORTH AMERICA | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| PERSHING (CHANNEL ISLANDS) LIMITED | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| PERSHING ADVISOR SOLUTIONS LLC | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| PERSHING LIMITED | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| PERSHING LLC | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| PERSHING SECURITIES CANADA LIMITED | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| PERSHING SECURITIES INTERNATIONAL LIMITED | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| PERSHING SECURITIES LIMITED | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| PERSHING SECURITIES SINGAPORE PRIVATE LIMITED | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| THE BANK OF NEW YORK MELLON | Other investment adviser, including financial plannersBanking or thrift institutionTrust company |
| THE BANK OF NEW YORK MELLON (INTERNATIONAL) LIMITED | Banking or thrift institutionTrust company |
| THE BANK OF NEW YORK MELLON SA/NV | Banking or thrift institution |
| THE BANK OF NEW YORK MELLON SECURITIES COMPANY JAPAN LIMITED | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| THE BANK OF NEW YORK MELLON TRUST COMPANY, N.A. | Banking or thrift institutionTrust company |
| THE BANK OF NEW YORK MELLON, S.A., INSTITUCION DE BANCA MULTIPLE | Broker-dealer, municipal securities dealer, or gov securities broker or dealerOther investment adviser, including financial plannersTrust company |
| WALTER SCOTT & PARTNERS LIMITED | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| THE BANK OF NEW YORK MELLON CORPORATION | Domestic Entity | – | SOLE MEMBER | 12/2006 | > 75% |
| RICHARD, JULIE | Individual | – | CHIEF COMPLIANCE OFFICER | 01/2024 | < 5% |
| MASTROCOLA, ANTHONY, JOSEPH | Individual | – | VICE PRESIDENT | 04/2015 | < 5% |
| KING, CHRISTINA, SUJIN | Individual | – | TREASURER | 03/2021 | < 5% |
| COLTON, SINEAD | Individual | – | PRESIDENT AND SOLE MANAGER | 12/2023 | < 5% |