AdvisorCensus / Financial advisors / North Carolina / Charlotte, NC / The Bank of New York Mellon
Financial advisors in Charlotte, NC using The Bank of New York Mellon
8 SEC-registered investment advisory firms headquartered in the Charlotte, NC metro area name The Bank of New York Mellon as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Allspring Global Investments, LLC | Charlotte | SEC-registered investment adviser | Over $5 billion |
| Alumina Investment Management | Charlotte | SEC-registered investment adviser | Over $5 billion |
| Barings LLC | Charlotte | SEC-registered investment adviser | Over $5 billion |
| Eastover Capital Management | Charlotte | SEC-registered investment adviser | $100 million to $500 million |
| Global Endowment Management, LP | Charlotte | SEC-registered investment adviser | Over $5 billion |
| Hale Partnership Capital Management, LLC | Charlotte | SEC-registered investment adviser | $500 million to $1 billion |
| Sterling Capital Management LLC | Charlotte | SEC-registered investment adviser | Over $5 billion |
| Wedge Capital Management LLP | Charlotte | SEC-registered investment adviser | Over $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. The Bank of New York Mellon nationwide
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AdvisorCensus. Financial advisors in Charlotte, NC using The Bank of New York Mellon. https://advisorcensus.com/advisors/nc/charlotte/custodians/bank-of-new-york-mellon https://advisorcensus.com/advisors/nc/charlotte/custodians/bank-of-new-york-mellon