Mellon Trust Of New England
$315M reported client assets across 1 advisory firms in FY2024 annual amendments
Reported client assets over time
$315M
$818M
2017
2024
Same-firm comparison: 1 firms that reported Mellon Trust Of New England in both FY2023 and FY2024 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Sanford C. Bernstein & Co., Llc | $315M | $1.6B | 19.1% | 03/28/2025 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.