# BNY Wealth Management

BNY Wealth Management is a Bank / Wealth / Trust based in New York, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** 200 Park Avenue, New York, NY 10166, United States
- **Founded:** 1784
- **Assets under management:** $2.1T
- **Website:** www.bny.com
- **LinkedIn:** https://www.linkedin.com/company/bnywealth

## Regulatory record

- **CRD number:** 106108
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/106108

## About

BNY provides wealth management offering investments, wealth planning and banking for individuals and family offices. BNY sits at the heart of the world’s capital markets, helping clients operate more efficiently and accelerate growth while remaining resilient through change. It delivers innovative solutions across every stage of the financial lifecycle and touches approximately 20% of the world's investable assets.

## Sectors

- Diversified
- Healthcare
- Information Technology

## Questions

### Who runs investment decisions at BNY Wealth Management?

No named principals or CIO appear in the source records.

### Does BNY Wealth Management participate in fund commitments or only direct deals?

Source records list equity and buyout strategies without specifying commitment versus direct allocation split.

### What investment stages does BNY Wealth Management typically target?

No stage preferences are stated in the available data.

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- [The Investment Corporation of Dubai](https://altss.com/profile/the-investment-corporation-of-dubai)
- [Aviva Group](https://altss.com/profile/aviva-group)

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Last updated: 2026-08-11T15:06:20.694Z

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