RIA Intel›Advisers›Massachusetts›STANDISH MELLON ASSET MANAGEMENT COMPANY LLC

STANDISH MELLON ASSET MANAGEMENT COMPANY LLC

Advisory

N·BOSTON, MA

Data as of Nov 15, 2017 · Source: SEC Form ADV

Total AUM

$130.2B

1-Year AUM Growth

-6.2%

3-Year CAGR

-2.7%

Employees

110

Assets Under Management

Total AUM$130.2B

Discretionary AUM$126.3B

Non-Discretionary AUM$3.9B

Discretionary %97%

Total Clients—

Team

Total Employees110

Investment Advisers158

Employee Growth (1Y)—

Filing History

Total Filings on Record62

First FilingAug 24, 2001

Latest FilingNov 15, 2017

🔒 Full AUM trend chart and 62 historical filings spanning 16+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on STANDISH MELLON ASSET MANAGEMENT COMPANY LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.