Mellon Hbv Alternative Strategies Uk Limited (London)

Name: Mellon Hbv Alternative Strategies Uk Limited
Address: 160 Queen Victoria Street, London, Ec4 V 4 La
Telephone: 44 (20) 7163 6300

Mellon Hbv Alternative Strategies Uk Limited is a large advisory firm based in London. It manages $500 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2005.

Mellon Hbv Alternative Strategies Uk Limited provides portfolio management for pooled investment vehicles and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mellon Hbv Alternative Strategies Uk Limited: assets under management

The assets under management (AUM) of Mellon Hbv Alternative Strategies Uk Limited is $500 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $500 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $71.43 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mellon Hbv Alternative Strategies Uk Limited for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Mellon Hbv Alternative Strategies Uk Limited

Patrick James Sheppard has been acting as President since 1 Jul 2002. Phillip Nicholas Maisano joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
William Francis Harley	President, chief executive officer, director, member of operating committee	1 Apr 1999	Other	1967746
Daniel Patrick Harley	Managing director	1 Apr 1999	Other	2170040
Mellon Hbv Alternative Strategies Llc	Owner	1 Jan 2001	75% - 100%	108277
Patrick James Sheppard	Director	1 Jul 2002	Other	1779929
John Joseph Nagorniak	Director	1 Jan 2003	Other	4334095
Francis David Antin	Director	1 Jun 2004	Other	4333847
Patrick Brennan	Chief administrative officer	1 Oct 2004	Other	1274320
Patrick Sullivan	Chief compliance officer	1 Dec 2005	Other	5074333
William Yip	Chief operating officer	1 Jan 2006	Other	2578793
Douglas Wade Squasoni	General counsel	1 Mar 2006	Other	5123519
Phillip Nicholas Maisano	Director	1 May 2006	Other	317558

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Mellon Financial Corporation	Member	1 Jul 2002	75% - 100%	25-1233834
Mellon Holdings Llc	Member	1 Jul 2002	75% - 100%	42-1542297

Based in London

The principal office where Mellon Hbv Alternative Strategies Uk Limited performs its advisory services is located at 160 Queen Victoria Street, London, Ec4 V 4 La, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 44 (20) 7163 6300 or by fax 44 (20) 7163 5464. The normal business hours are 8am - 6pm local time on Monday - Friday. You can find more information about the New York firm at mellonhbv.com.