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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: New York, NY HQ: New York, NY

Bny Mellon Advisors, Inc.

$33.2B Total AUM · Institutional LP profile covering 29 historical fund disclosure records ($2.95B parsed USD across disclosed rows) across disclosed strategy exposure in Real Estate, Private Credit, Buyout, Secondaries, Growth Equity (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
29
5 Open Source Trails Below
Sum of Disclosed Rows
$2.95B
Total AUM: $33.2B
Median Disclosed Amount
$96.2M
Range: $15.0M – $232.2M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/29)
2 Gatekeepers · 5 Disclosed Strategies
SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — Bny Mellon Advisors, Inc.

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 29 total tracked records (+24 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
TPG Partners Asia VIIIAdviser 7.B Vehicle Buyout 2025
$191.8M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Virtus Real Estate Capital IV, LPAdviser 7.B Vehicle Real Estate 2025
$171.6M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Strategic Partners Fund X, L.P.Adviser 7.B Vehicle Secondaries 2025
$171.6M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Parthenon Investors VIIAdviser 7.B Vehicle Buyout 2023
$30.0M
Adviser-managed fund GAV · As of March 2026
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
Churchill Middle Market Senior Loan Fund VAdviser 7.B Vehicle Private Credit 2023
$25.0M
Adviser-managed fund GAV · As of March 2026
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Bny Mellon Advisors, Inc.

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Bny Mellon Advisors, Inc. (OCIO / Wealth RIA, $33.2B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 19.0% vs. 18.2% Actual; $265.7M Unallocated Target Bandwidth). SEC Form ADV (801-52378, CRD #106108) verified $33.21B discretionary AUM (Item 5.G.(12) External Private Manager Selection); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($10M-$30M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-02-19

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Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (2) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Bny Mellon Advisors, Inc.

810 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Bny Mellon Advisors, Inc. (24 shared vehicles tracked; showing top 3 bilateral overlaps).

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1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 9 Shared Vehicles

Venice Veneto Sviluppo Regional Sovereign Fund Casco Sovereign Strategic Investment Fund

Sovereign Wealth Fund North America
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
AG Direct Lending Evergreen Fund LP (2022 Vintage)
Bny Mellon Advisors, Inc.: $99.0M · SEC Form ADV 7.B
Venice Veneto Sviluppo Regional Sovereign Fund Casco Sovereign Strategic Investment Fund: $29.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: AG Direct Lending Fund IV Annex, L.P. (2022 Vintage) · AEW Partners Real Estate Fund IX (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 9 Shared Vehicles

Allianz SE Group General Account (Allianz Investment Management)

Insurance Company North America
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
AG Direct Lending Fund IV Annex, L.P. (2022 Vintage)
Bny Mellon Advisors, Inc.: $95.8M · SEC Form ADV 7.B
Allianz SE Group General Account (Allianz Investment Management): $150.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: AG Direct Lending Evergreen Fund LP (2022 Vintage) · AEW Partners Real Estate Fund IX (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 8 Shared Vehicles

Catawba Valley Charlevoix Breckenridge Industrial Consolidated Master Retirement Trust

Corporate Pension Plan Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
AG Direct Lending Fund V (2022 Vintage)
Bny Mellon Advisors, Inc.: $96.5M · SEC Form ADV 7.B
Catawba Valley Charlevoix Breckenridge Industrial Consolidated Master Retirement Trust: $45.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: AG Direct Lending Evergreen Fund LP (2022 Vintage) · AG Direct Lending Fund IV Annex, L.P. (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+807 Additional Institutional LPs Report Shared Vehicles with Bny Mellon Advisors, Inc.

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Pre-Launch Pilot Mode · Early-Access Waitlist

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You are viewing 5 open public preview records (out of 29 total tracked records for Bny Mellon Advisors, Inc.) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 29 tracked historical disclosure records (+24 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (810 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (2), investment contacts (4) & CRM export

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Strategies Disclosed by Bny Mellon Advisors, Inc.

Real Estate LPs →Private Credit LPs →Buyout LPs →Secondaries LPs →Growth Equity LPs →

Frequently Asked Questions: Bny Mellon Advisors, Inc.

What type of institutional allocator is Bny Mellon Advisors, Inc. and what is their typical disclosed ticket size?

Bny Mellon Advisors, Inc. is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: New York, NY; Headquarters: New York, NY). Across 29 historical disclosure records tracked on Prilago ($2.95B total parsed USD across disclosed rows), the median disclosed amount is $96.2M (range: $15.0M to $232.2M).

Which private-market strategies appear in Bny Mellon Advisors, Inc.'s public disclosures?

Bny Mellon Advisors, Inc. has disclosed records across Real Estate, Private Credit, Buyout, Secondaries, Growth Equity. Open preview records include TPG Partners Asia VIII (2025 Vintage), Virtus Real Estate Capital IV, LP (2025 Vintage), Strategic Partners Fund X, L.P. (2025 Vintage), Parthenon Investors VII (2023 Vintage).

How are Bny Mellon Advisors, Inc.'s historical records substantiated and separated from active searches on Prilago?

Records for Bny Mellon Advisors, Inc. cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Bny Mellon Advisors, Inc.'s full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/bny-mellon-advisors-inc or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Bny Mellon Advisors, Inc.?

In Prilago's bilateral commitment graph, Bny Mellon Advisors, Inc. shares resolved underlying fund vehicles with 810 institutional LPs across 24 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include Venice Veneto Sviluppo Regional Sovereign Fund Casco Sovereign Strategic Investment Fund (9 shared vehicles, e.g. AG Direct Lending Evergreen Fund LP (2022 Vintage)), Allianz SE Group General Account (Allianz Investment Management) (9 shared vehicles, e.g. AG Direct Lending Fund IV Annex, L.P. (2022 Vintage)), Catawba Valley Charlevoix Breckenridge Industrial Consolidated Master Retirement Trust (8 shared vehicles, e.g. AG Direct Lending Fund V (2022 Vintage)).

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