Bny Mellon Investment Management Cayman Ltd is a large advisory firm based in George Town. It manages $7.33 billion of regulatory assets for 15 client accounts. It has been registered with the SEC as an adviser since 2014.
Bny Mellon Investment Management Cayman provides portfolio management for pooled investment vehicles and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Bny Mellon Investment Management Cayman Ltd is $7.33 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -20% since the beginning of its operation, and $388.46 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has a single stream of revenue. Clients pay Bny Mellon Investment Management Cayman Ltd for their services and products based on a percentage of assets under management. 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.
The only and largest group of clients of Brendon Joseph Donnellan is pooled investment vehicles with 15 clients and $7.33 billion of assets under management. Among the 8 most similar advisory firms, Bny Mellon Investment Management Cayman has the 3rd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $7.33 billion for 15 clients. 53% of the firm’s clients are foreign persons or businesses.
Bny Mellon Investment Management Cayman also advises several private funds. Namely, seven other private funds. The minimum investment commitment required of non-related persons ranges from $10,000,000 to $50,000,000.
The company employs 10 people that are either part- or full-time employees. 10 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Brendon Joseph Donnellan has been acting as President since 1 Feb 2014. Rochelle Beth Levy joined the executive team most recently as the Chief Compliance Officer.
The principal office where Bny Mellon Investment Management Cayman Ltd performs its advisory services is located at Ugland House, George Town, Ky1 1104, 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 (345) 949-8066 or by fax (724) 540-6791. The normal business hours are 9 - 5 est on Monday - Friday.