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M&G INVESTMENTS (USA) INC.
CRD 305254File 801-118836
APPROVED
Disclosure events
Filing as of Mar 26, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$14.32B
Top 10% of cohort (national)
Discretionary AUM
$14.32B
Clients
0
9 accounts
Employees
47
Top 10% of cohort in IL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- May 29, 2020
- Principal office
- 30 SOUTH WACKER DRIVE, SUITE 3750, CHICAGO, IL, 60606
- Phone
- 1-872-263-2275
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $14.32B
- Discretionary AUM
- $14.32B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 9
- Non-discretionary accounts
- 0
- Total accounts
- 9
- AUM per client
- —
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Insurance companies | Fewer than 5 | $14.32B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11D2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.