# BNY Mellon: portfolio, investments and team > BNY Mellon is a corporate vc based in United States. 3 investments on record, 1 in the last 12 months, latest Jan 2026. Source: https://millionrounds.com/fund/bny-mellon (Millionrounds; every figure on the page links to its filing or article) United States · [Investor](https://millionrounds.com/investors) # BNY Mellon Last cheque observed Jan 2026; 3 cheques on record. Email Corporate VC Deploying now Last fund $91M, Feb 2015 Series B Construction GovTech Follow BNY Mellon and see its new cheques in your feed. [Start following](https://millionrounds.com/login?join=1&why=follow&next=%2Ffund%2Fbny-mellon) Deploying now **100%** of best year **1** **cheques in 12 months**, 3 on record Since the last cheque **280** days **00** hrs **00** min **00** sec Median round **$38M** Rounds led **0 of 3** Pitch BNY Mellon ## BNY Mellon highlights - 01 1 cheques in the last 12 months - 02 Mostly Series B: 100% of its rounds ## What they do - **Type:** Corporate VC (from a list, unverified) - **Cheque size:** Not stated - **Sectors:** Construction GovTech - **Based in:** United States - **Cold pitches:** Not stated ## The record Every round we can evidence, newest first **3 appearances** - **2026** 1 round - **Jan** **[Talos](https://millionrounds.com/company/talos)** Series B · US · Ventureburn **$45M** With 13 others - **2019** 1 round - **Apr** **[Vestwell](https://millionrounds.com/company/vestwell)** Series B · US · FinSMEs **$30M** With 9 others - **2014** 1 round - **Oct** **[Symphony](https://millionrounds.com/company/symphony)** US **$66M** With 15 others An announcement gives the size of the round, not the size of this investor's cheque: the only rounds that imply a cheque are those where they were the sole named investor. ## The team Named by the firm itself, on a filing, its Form ADV or its company registration **16 named** AD **Alan Dixon** of the Issuer's Manager i Filing they signed AV **Alan Vincent Mearns** Director i Filing they signed BM **BNY Mellon, N.A.** Sole member of Mellon Private Equity, LLC, General Partner i Filing they signed CV **C. Vincent Reilly** Director i Filing they signed DS **Daniel S. Morrissey** Director i Filing they signed GS **Gregory S. Brisk** Director i Filing they signed JK **Jerry Kirby-Houlihan** of the Issuer's Manager i Filing they signed JG **John Griffith** of the Issuer's Manager i Filing they signed JS **Joseph S. Dimartino** Director i Filing they signed KG **Kieran Glennon** of the Issuer's Manager i Filing they signed PR **Paul R. Vittone** Principal of BNY Mellon, N.A., Sole member of Mellon Private Equity, LLC, general partner i Filing they signed RS **Roshani Shah** of the Issuer's Manager i Filing they signed SG **Sean Golden** of the Issuer's Manager i Filing they signed SM **Stuart Medlen** of the Issuer's Manager i Filing they signed TB **Tom Birkin** of the Issuer's Manager i Filing they signed TC **Tom Cresswell** of the Issuer's Manager i Filing they signed We also hold **63** people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them. ## What the register says From the firm's own filings with the SEC, which it must file accurately by law **4+** funds on file numbered funds in its name ## What they claim to have backed From their own portfolio page (on their website) **0** of 4 we have independently watched raise AdvisorCentral open_in_new BNY Institute Check firm's background Userway Weaker than a round we watched, stronger than a list somebody sold us. A firm is far less willing to put a company on its own site that it never funded. ## Companies it bought Acquisitions by the firm itself **I3 Advisors** **Undisclosed** Sept 2010 **PNC Global Investment Servicing** **$2.3B** Feb 2010 Latest fund on file **$91M** raised in Feb 2015 From its SEC filing. Nothing newer is on file yet. ## The cheque Series B Median round joined **$38M** the round, not its cheque Led 0 of 3 rounds **0%** - **Sole investor:** Never alone - **Last cheque:** Jan 2026 Rounds by stage said on their site - Series B *2* Cheques by month Led Joined Dec 2023 Nov 2026 Often in the room with - [Citibank](https://millionrounds.com/fund/citi) 2 **Pitching BNY Mellon?** Put them on your fundraising board with this record on the card, and follow them to hear when they write a new cheque. Add to your CRM *→* ## Who they invest alongside The investors most often in the same rounds as BNY Mellon. A count of rooms they were both in, not a relationship either has claimed. [**Citibank** Growth equity **2** rounds together](https://millionrounds.com/fund/citi) ## Recently backed The latest companies BNY Mellon put money into. [**Vestwell** $30M · Apr 2019](https://millionrounds.com/company/vestwell) ## On podcasts 1 episode naming BNY Mellon in the title, and 4 more that mention it. - [Money Maze Podcast](https://millionrounds.com/podcasts/money-maze) 23 May 2024 · 38 min The 30% Club and the Future of Institutional Investment Management - With Hanneke Smits, Global Head of Investment Management, BNY Mellon Mentions [BNY Mellon](https://millionrounds.com/fund/bny-mellon) Apple PodcastsShow page ### Mentioned in - [BRAVE Southeast Asia Tech](https://millionrounds.com/podcasts/brave-southeast-asia) 15 Dec 2022 · 40 min Herston Powers: Southeast Asia Fintech Supercycle, Launching a VC Fund & Mutual Respect - E223 Apple PodcastsShow page - [Growth Investor](https://millionrounds.com/podcasts/growth-investor) 15 May 2022 · 25 min Powering Small Businesses: Fundbox CEO Prashant Fuloria Apple PodcastsShow page - [Fintech Insider](https://millionrounds.com/podcasts/fintech-insider) 24 Jul 2017 · 1h 14m Ep. 115. News: buying jewellery from a bank? Apple PodcastsShow page - [Fintech Insider](https://millionrounds.com/podcasts/fintech-insider) 7 Jun 2017 · 1h 10m Ep. 260 – Blockchain Special Part 3: EEA and ZCash – Open Blockchains for Enterprise? Apple PodcastsShow page ## Quick answers about BNY Mellon ### What does BNY Mellon invest in? BNY Mellon invests most often at Series B (100% of the rounds on record), in sectors such as Construction and GovTech. ### How active is BNY Mellon? 3 investments on record, 1 of them in the last 12 months. The most recent was in Jan 2026. ### What has BNY Mellon invested in recently? Its most recent investments on record: Talos (Series B, Jan 2026) and Vestwell (Series B, Apr 2019). ### How big are BNY Mellon's cheques? The median round it joins is $38M. ### Is BNY Mellon investing now? Yes: it is actively investing, with 1 investments in the last 12 months. ### Who does BNY Mellon invest alongside? Most often Citibank (2 rounds together). ### What kind of investor is BNY Mellon? BNY Mellon is a corporate VC based in United States. ### Has BNY Mellon raised a new fund? Its latest fund filing with the SEC was in Feb 2015, reporting $91M raised. ## Raising now? Find the investors who back rounds like yours, and keep every conversation on one fundraising board. Find similar investorsOpen your CRM Built from the rounds we watched, its filings and its own website, refreshed every night. [How we count](https://millionrounds.com/methodology) · [Report a correction](https://millionrounds.com/corrections?slug=bny-mellon) · [Is this your firm? Claim it](https://millionrounds.com/claim?org=bny-mellon)