Chief Financial Officer & Director · Mellon Investments Corporation
Kimberly A. Mackenzie-Perman
CRD 4576869 · Named on Form ADV at 6 SEC-registered advisers
At a glance
Mellon Investments Corporation, an SEC-registered asset manager based in Pittsburgh, PA with $873.9 billion in regulatory assets, lists Kimberly A. Mackenzie-Perman on its Form ADV as Chief Financial Officer & Director, a control person. The SEC filings also name Kimberly at 5 other registered advisers.
Firms and roles
- Mellon Investments CorporationChief Financial Officer & DirectorAsset manager · Pittsburgh, PA · $874B in regulatory assets
- BNY Mellon Investment Adviser, Inc.DirectorAsset manager · New York, NY · $419B in regulatory assets
- Insight InvestmentMemberAsset manager · New York, NY · $171B in regulatory assets
- Newton Investment Management North AmericaManagerAsset manager · Boston, MA · $59B in regulatory assets
- BNY Mellon Advisors, Inc.Chief Financial OfficerWealth manager · New York, NY · $33B in regulatory assets
- BNY Mellon ETF Investment Adviser, LLCManagerAsset manager · Boston, MA · $11B in regulatory assets
AtlasMembers
Kimberly’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 6 firmsLocked
- Control-person status
- 6 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (27)
- Lori A. NajjarChief Compliance Officer, Mellon Investments Corporation
- Stephanie M. PierceChief Executive Officer & Director, Mellon Investments Corporation
- John H. TobinCIO, Dreyfus, Mellon Investments Corporation
- Marlene R. WalkerCIO, Mellon, Mellon Investments Corporation
- Gregory John PasqualeChief Financial Officer, BNY Mellon Investment Adviser, Inc.
22 more people named with Kimberly on the same filings, with titles and firms. Free in Atlas with a free account.
See all 27 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kimberly’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.