Standish Mellon Asset Management
advisor29 known aliases resolved via the canonical alias map
Market position · 2024
Plans served1-2 YoYRank #9021 of mapped providers
Assets under administration$7M0.0%Market share · rank #9064
Fees received$0Median $0/planSum across Schedule C direct + indirect
Net wins YoY-21 won · 3 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Standish Mellon Asset Management plan look like?
Service mix · median fees per plan
Count of plans where Standish Mellon Asset Management ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Shareholder servicing fees; Investment managementCode 28 | 1 | $0 |
Competitor overlap
Percent of Standish Mellon Asset Management's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Standish Mellon Asset Management.
| Sponsor | From | Assets |
|---|---|---|
AVESHKA, INC.VA · 272056047-002 | Voya | $7M |
Plans lost in 2024
Appeared last year under Standish Mellon Asset Management; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES LOCAL 580 ANNUITY FUNDNY · 136178512-001 | INSIGHT NORTH AMERICA | $703M |
BOARD OF TRUSTEES OF HAWAII LABORERS PENSION TRUSTHI · 996025107-001 | Pacific Administrators Inc. | $346M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
AVESHKA, INC.VA · 272056047-002 | $7M | 236 | $0 | 1y | - |
Flag exposure
100.0%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (29)
Raw Schedule C names collapsed into Standish Mellon Asset Management.
- BYN MELLON ASSET MANAGEMENT
- INVESTMENT CONSULTING SERVICE
- MELLON ASSET MANAGEMENT
- STANDISH
- STANDISH - MELLON
- STANDISH BNY MELLON
- STANDISH MELLON
- STANDISH MELLON ASSET
- STANDISH MELLON ASSET MA
- STANDISH MELLON ASSET MANAGE., LLC
- STANDISH MELLON ASSET MANAGEMENT
- STANDISH MELLON ASSET MANAGEMENT CO
- STANDISH MELLON ASSET MANAGEMENT LL
- STANDISH MELLON ASSET MANAGMEMENT
- STANDISH MELLON ASSET MANGEMENT, LL
- STANDISH MELLON ASSET MGMT
- STANDISH MELLON ASSET MGMT CO. LLC
- STANDISH MELLON ASSET MGMT CO. LLC.
- STANDISH MELLON ASSET MGMT CO., LLC
- STANDISH MELLON ASSET MGMT LLC
- STANDISH MELLON ASSET MGMT, LLC
- STANDISH MELLON ASSET MGMT.
- STANDISH MELLON ASSET MGT
- STANDISH MELLON ASSET MGT LLC
- STANDISH MELLON ASSET MNGMT LLC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Standish Mellon Asset Management's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Standish Mellon Asset Management. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%+0.0 pp vs incumbent
Frequent partners by role
Who else shows up on Standish Mellon Asset Management's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| BlackRock | 1 | 100.0% |
| JPMorgan Chase | 1 | 100.0% |