L&G - ASSET MANAGEMENT, AMERICA
Firm details
- Headquarters
- CHICAGO, Illinois
- CRD number
- 149156
- Registered since
- January 8, 2009
- Website
- www.lgima.com
- Custodians
- CITI PRIVATE BANK, THE BANK OF NEW YORK MELLON, NORTHERN TRUST SECURITIES
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Other Investment Advisers54.86%
- Pooled Investment Vehicles17.65%
- Pension & Profit Sharing Plans14.95%
- Insurance Companies4.49%
- Investment Companies4.05%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
L&G - Asset Management, America is the U.S. arm of a corporate asset manager that serves primarily institutional clients. The firm operates as a portfolio manager for investment companies, pooled investment vehicles and institutional balance sheets, and it also functions in CPO/CTA capacities. Its mandate set includes traditional discretionary portfolio management as well as vehicles that carry performance-based and fixed fees. L&G - Asset Management, America flags itself as an active ESG investor and is classified in FINTRX as a hedge fund/other fund provider rather than a capital allocator. The firm has business ties that span sponsor/GP roles, insurance-company relationships and other registered-investment-adviser activities, indicating it both runs proprietary pooled vehicles and allocates capital into third-party structures. Fee schedules cover percentage-of-AUM arrangements alongside fixed and incentive components, consistent with its mix of institutional mandates and private funds.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities50%
- Investment Grade Corp Bonds25%
- US Government Bonds13%
- Non-Investment Grade Corp Bonds5%
- Other3%
Owners & executives
3 of 3PAT RYAN
Chief Financial OfficerCRD 6454657
JED PLAFKER
U.S. Chief Executive OfficerCRD 2793695
JASON SHOUP
Chief Investment OfficerCRD 5055947
Contacts
3 of 5DONALD ANDREWS
Head of DistributionCRD 4599796
Kristina St. Charles
General CounselCRD 7678019
ABIGAIL MARFURT
Head of Human ResourcesCRD 5184723
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CHICAGO, IL
COOK
Location
CHICAGO, IL
Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- COOK
- Address
- 71 S Wacker Dr
- Time zone
- CT (UTC-6)
- Office locations
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