Investment adviser · CRD 113972
STANDISH
Investment adviser filing (IA)
STANDISH MELLON ASSET MANAGEMENT COMPANY LLC
BOSTON, MA, United States · Form ADV filed Nov 15, 2017
- Regulatory AUM
- $130B Form ADV · Item 5.F
- Client accounts
- 1,742 Accounts, not individual clients
- Employees
- 158 Reported in this filing
- Advisory professionals
- 110 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 119 | $44,163,000,000 | 33.9% |
| Insurance companies | 53 | $20,416,000,000 | 15.7% |
| Government entities | 23 | $15,561,000,000 | 11.9% |
| Corporations & businesses | 66 | $11,901,000,000 | 9.1% |
| Banks & thrifts | 11 | $8,686,000,000 | 6.7% |
| Business development companies | 4 | $5,964,000,000 | 4.6% |
| Charities | 38 | $5,957,000,000 | 4.6% |
| Sovereign wealth & foreign institutions | Fewer than 5 | $5,024,000,000 | 3.9% |
| High-net-worth individuals | 49 | $4,316,000,000 | 3.3% |
| Investment companies | 4 | $3,003,000,000 | 2.3% |
| Pooled investment vehicles | 9 | $2,839,000,000 | 2.2% |
| Other investment advisers | 15 | $2,185,000,000 | 1.7% |
| Individuals | Fewer than 5 | $0 | 0.0% |
Filing source
Form ADV 1151208 · Nov 15, 2017 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Nov 15, 2017. View historical filings
Reported services
Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Business portfolio management · Publication of newsletters
Compensation
Percentage of assets · Fixed · Performance-based
Principal office
BNY MELLON CENTER, 201 WASHINGTON STREET, SUITE 2900BOSTON, MA, 02108-4408, United States
CRD 113972
Filing source
Form ADV 1151208 · Nov 15, 2017 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.