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AdvisorCensus / Financial advisors / Illinois / Chicago, IL / BNY Mellon Capital Markets, LLC

Financial advisors in Chicago, IL using BNY Mellon Capital Markets, LLC

3 SEC-registered investment advisory firms headquartered in the Chicago, IL metro area name BNY Mellon Capital Markets, LLC as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.

All firms headquartered in Chicago, IL ยท How this list is built

FirmCityRegistrationAssets band
Dorsey Asset ManagementChicagoSEC-registered investment adviser$1 billion to $5 billion
Heard Capital LLCChicagoSEC-registered investment adviser$1 billion to $5 billion
V-Square Quantitative ManagementChicagoSEC-registered investment adviser$1 billion to $5 billion

Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. BNY Mellon Capital Markets, LLC nationwide

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AdvisorCensus. Financial advisors in Chicago, IL using BNY Mellon Capital Markets, LLC. https://advisorcensus.com/advisors/il/chicago/custodians/bny-mellon-capital-markets
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