Bny Investment Strategy And Solutions Group, LLC (Boston)

Name: Bny Investment Strategy And Solutions Group, LLC
Address: 201 Washington Street, Boston, MA, 02108
Telephone: 617-722-3995

Bny Investment Strategy And Solutions Group, LLC is a large advisory firm based in Boston. It manages $742.9 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdiction of Massachusetts.

Bny Investment Strategy And Solutions Group provides portfolio management for businesses and institutional clients 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.

Bny Investment Strategy And Solutions Group: assets under management

The assets under management (AUM) of Bny Investment Strategy And Solutions Group, LLC is $742.9 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 41% since the beginning of its operation, and $723.6 million of the total AUM is attributable to clients outside of the United States.

The firm manages $742.9 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $247.63 million each.

Investments

The firm invests in pooled investment vehicles the most. They account for 84% of the total AUM. The second-largest asset type is derivatives, which make up 16% of the firm’s portfolio.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bny Investment Strategy And Solutions Group, LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Bny Investment Strategy And Solutions Group serves?

The only and largest group of clients of Bny Investment Strategy And Solutions Group is other investment advisers with 1 clients and $627.49 million of assets under management. Among the 11 most similar advisory firms, Bny Investment Strategy And Solutions Group has the highest percentage of other investment advisers out of all clients.

The amount of regulatory assets under management is $627.49 million for 1 clients. 33% of the firm’s clients are foreign persons or businesses.

Bny Investment Strategy And Solutions Group doesn't advise any private funds.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
The Bank Of New York Mellon Corporation	Owner	1 May 1987	75% - 100%	13-2614959

Based in Boston

The principal office where Bny Investment Strategy And Solutions Group, LLC performs its advisory services is located at 201 Washington Street, Boston, MA 02108, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-722-3995 or by fax 617-248-3021. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at bnymellonam.com/issg.