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. is a corporate, SEC-registered institutional adviser that provides portfolio management services for pooled investment vehicles. The firm, registered in 2020, charges fees based on a percentage of assets under management and can also collect performance-based fees. It is not organized as a capital allocator and reports no active ESG investing program. Industry affiliations listed for the firm include other investment advisers, commodity pool operators/commodity trading advisers (CPO/CTA), and insurance company relationships.
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 3Joseph Pinto
Chief Executive OfficerCRD 6287534
Nelson Zamora
Chief Operating OfficerCRD 6516076
Anthony Balestrieri
President and Chief Investment OfficerCRD 2496936
Contacts
2 of 2Nicholas McMorran
Finance ManagerCRD 7092935
Christopher Yarbrough
CCO, Head of Legal and ComplianceCRD 5021190
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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