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L&G - ASSET MANAGEMENT, AMERICA

Legal name: LEGAL & GENERAL INVESTMENT MANAGEMENT AMERICA INC.

CRD 149156File 801-69862
APPROVED
Custody
Disclosure events
Filing as of Jul 1, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$267.16B
Top 10% of cohort (national)
Discretionary AUM
$266.79B
Non-discretionary $372.3M
Clients
193
554 accounts
Employees
262
Top 10% of cohort in IL

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
CHRO
Registration date
Jan 8, 2009
Principal office
71 SOUTH WACKER DRIVE, SUITE 800, CHICAGO, IL, 60606
Phone
312-585-0300

Assets & accounts

ADV Item 5F
Total regulatory AUM
$267.16B
Discretionary AUM
$266.79B
Non-discretionary AUM
$372.3M
Discretionary accounts
546
Non-discretionary accounts
8
Total accounts
554
AUM per client
$1.38B

Clients by type

ADV Item 5D
Client typeClientsAUM
Other6$4.80B
Non-U.S. personsFewer than 5$1.04B
Insurance companies11$12.00B
Investment companies2$10.83B
Charitable organizationsFewer than 5$820.9M
Other investment advisers15$146.57B
Pooled investment vehicles52$47.15B
Pension and profit sharing plans98$39.94B
State or municipal government entities5$3.88B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11
  • Q11C2
  • Q11C4
  • Q11C5

Filed changes

DateFieldFromToChange
Aug 17, 2026Clients195193decreased by2
Apr 1, 2026Employees279262decreased by17
Apr 1, 2026Clients201195decreased by6
Apr 1, 2026AUM$233,246,497,310$267,164,377,153increased by$33,917,879,843
Apr 1, 2026Accounts555554decreased by1
May 1, 2025
vs Oct 1, 2022
Employees263279increased by16
May 1, 2025
vs Oct 1, 2022
DisclosuresNoYes
May 1, 2025
vs Oct 1, 2022
Clients222201decreased by21
May 1, 2025
vs Oct 1, 2022
AUM$286,839,787,975$233,246,497,310decreased by$53,593,290,665
May 1, 2025
vs Oct 1, 2022
Accounts520555increased by35
Apr 1, 2022Employees222263increased by41
Apr 1, 2022Clients218222increased by4
Apr 1, 2022AUM$254,008,202,729$286,839,787,975increased by$32,831,585,246
Apr 1, 2022Accounts472520increased by48
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “ASSET MANAGEMENT” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ASSET MANAGEMENT” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.