M&G Investments (USA) Inc.
Firm details
- Headquarters
- Chicago, Illinois
- CRD number
- 305254
- Registered since
- May 29, 2020
- Website
- www.mandg.com
- Custodians
- HSBC, STATE STREET (LUX), STATE STREET BANK AND TRUST COMPANY
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Insurance Companies100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
M&G Investments (USA) Inc. operates as an institutional registered investment adviser organized as a corporation and registered with the SEC in 2020. Its advisory role centers on managing portfolios for pooled investment vehicles rather than providing individual wealth management. The firm charges asset-based fees and can collect performance-based fees, and it reports affiliations that include other investment advisers, commodity pool operator/commodity trading adviser roles, and an insurance company relationship. It does not identify as an active ESG investor and is not positioned as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Investment Grade Corp Bonds64%
- US Government Bonds13%
- Derivatives13%
- Cash & Cash Equivalents6%
- Non-Investment Grade Corp Bonds3%
Owners & executives
3 of 3
Anthony Balestrieri
President and Chief Investment OfficerCRD 2496936
Nelson Zamora
Chief Operating OfficerCRD 6516076
Joseph Pinto
Chief Executive OfficerCRD 6287534
Contacts
2 of 2
Christopher Yarbrough
CCO, Head of Legal and ComplianceCRD 5021190
Nicholas McMorran
Finance ManagerCRD 7092935
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
- 30 S Wacker Dr
- Time zone
- CT (UTC-6)
- Office locations
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