Provided by Convergence Inc.
Institutional intelligence for the asset management industry

BONY GROUP

Business and Investment Profile

The BONY GROUP is a publicly held investment adviser that advises $1,668.92Bn in regulatory assets under management held in 2 SEC fund types across 6 investment strategies. BONY GROUP is a Public Fund A public fund manager is a manager whose >=75% of total assets under management are in public funds (broadly accessible, exchange-listed investment vehicles available to retail investors with typically low minimums and clear, widely available information) Manager. Assets increased by 62.18% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 55.97 years and is comprised of 9 filing and 0 relying advisers. They operate out of 17 office locations with their Headquarters at 500 ROSS STREET, PITTSBURGH, PENNSYLVANIA. The Group has been subject to regulatory enforcement actions. They are regulated by 51 US and Non-US bodies.

Employee Profile

They have 1,040 employees comprised of 469 investment and 571 non-investment staff. The total number of Employees decreased by 44.83% over the last 5-years.

Asset Profile

Their $1,668.92Bn in assets advised are owned by 192 private funds, 448 public funds and BDCs and 2,558 other accounts. Assets of Investment Companies (IC) clients own $1,094.39Bn or 65.57% of Total Assets and Pension and Profit Sharing Plans-Private own $128.82Bn or 7.72% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include FI/Credit - Diverse, Long/Short Equity and Multi Strat, representing 76.97%, 16.9% and 6.12% of total assets, respectively.

Client Profile

They advise 12 types of clients, top clients are Investment Companies (IC) and Pension and Profit Sharing Plans-Private.

Service Provider Profile

The Group uses 42 Fund Administrators, 3 Fund Auditors, 0 Prime Brokers, 32 Custodians and 44 Marketers. It does not report a third-party Fund Administrator in 79 private funds with $406.56Bn in assets.

Fee Profile

The Group discloses advisory fees, fixed fees, management fees and performance-based fees.

Sub-Advisers

BONY GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 2 funds.

Full profile: BONY GROUP

View the complete Convergence profile with structured details, filings context, and derived signals.

View full profile
Keywords: Bony Group, BNY Mellon Advisors, BNY Mellon Alocacao DE Patrimonio, BNY Mellon Asset Management Canada, BNY Mellon Banco, BNY Mellon ETF Investment Adviser, BNY Mellon Investment Adviser, BNY Mellon Securities, BNY Mellon Servicos Financeiros Distribuidora DE Titulos E Valores Mobiliarios, Insight North America, Mellon Investments, Newton Investment Management, Newton Investment Management North America, Walter Scott & Partners, Alocacao, Banco, BNY, Bony, Distribuidora, ETF, Financeiros, Insight, Mellon, Mobiliarios, Newton, Patrimonio, Scott, Servicos, Titulos
Generated 2026-09-12T06:47:41.4774902.  © 2026 Convergence.