Firm profile

M&G INVESTMENTS (USA) INC.

CHICAGO, ILCRD 305254Latest ADV March 26, 2026

M&G Investments (Usa) Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Chicago, IL. Its latest Form ADV filing, dated March 26, 2026, reports $14.3B in regulatory assets under management, 47 employees, 2 offices, and 9 accounts.

Assets Under Management
$14.3B
Employees
47
Offices
2 offices
Total Clients
<5
Primary office
CHICAGO, IL
30 SOUTH WACKER DRIVE, SUITE 3750, CHICAGO, IL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links
Phone(872) 263-2275
WebsiteNot reported
LinkedInNot reported

Leadership

3 roles identified
CCOChristopher K. Yarbrough
COONelson A. Zamora
CIOAnthony G. Balestrieri

Advisory services offered

1 types reported
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026

Client Coverage Demographics

Categories with <5 clients
Insurance companies<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$14.3Bas of March 26, 2026
Discretionary100.0%
$14.3B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$14.3B
Total Accounts9
10Y AUM Change+$14.3B

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees47
Clients per Employee
10Y Employee Change+42 (+840.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.