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M&g Investments (USA) Inc.

● SEC registered since 2020CRD 305254SEC# 801-118836Chicago, IL
Export (members)
Reg. AUM
$14.32B
Employees
47
Accounts
9
Location
Chicago, IL

M&g Investments (USA) Inc. assets under management

M&g Investments (USA) Inc. operates as an SEC-registered investment adviser based in Chicago, IL. The firm has been registered since 2020. It reports $14.3 billion in regulatory assets under management and employs 47 people.

M&g Investments (USA) Inc. owners & executives

10 reported
NameTitleOwnershipSince
Anthony Gerard Balestrieri ControlDirector / President / Chief Investment OfficerUnder 5%2020
Christopher Keene Yarbrough ControlChief Compliance Officer / Head Of LegalUnder 5%2022
Joseph Gilou PintoDirectorUnder 5%2023
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Frequently asked questions

How much does M&g Investments (USA) Inc. manage?

M&g Investments (USA) Inc. reports $14.3 billion in regulatory assets under management on its Form ADV.

How many employees does M&g Investments (USA) Inc. have?

M&g Investments (USA) Inc. reports 47 employees.

Where is M&g Investments (USA) Inc. located?

M&g Investments (USA) Inc. is based in Chicago, IL and has been SEC-registered since 2020.

Does M&g Investments (USA) Inc. disclose fund performance?

M&g Investments (USA) Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address30 South Wacker Drive, Suite 3750, Chicago, IL 60606
Phone1-872-263-2275
Office hours9a.m. -5 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyYes

Regulatory AUM

$14.32B▼ 8%
Apr '25 — $15.58BMay '25 — $15.58BJun '25 — $15.58BJul '25 — $15.58BAug '25 — $15.58BSep '25 — $15.58BOct '25 — $15.58BNov '25 — $15.58BDec '25 — $15.58BJan '26 — $15.58BFeb '26 — $15.58BMar '26 — $14.32BApr '26 — $14.32BMay '26 — $14.32BJun '26 — $14.32B
Apr '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 7%
Larger than 93% of 16,271 advisers
EmployeesTop 12%
More than 88% of 16,825 advisers

Assets under management

$14.32Bregulatory AUM
Discretionary $14.32B