AdFi
MI

M&g Investments (USA) Inc.

SEC Registered

Intelligence Connected

Chicago, ILhttps://mandg.com/investments/institutional/en-us-onshore1-872-263-2275
Assets Under Management
$5B–$25B
Employees
47
Office Locations
2 offices
Total Accounts
9

About the firm

M&G Investments is an institutional investment firm that connects the dots globally to identify investment opportunities for its clients. The information on its site is intended for institutional investors only. M&G plc, incorporated in England and Wales, is the direct parent company of The Prudential Assurance Company.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

Pooled Vehicles

Areas of expertise

Institutional InvestingGlobal InvestmentsInvestment Funds

Services

Investment opportunities and funds for institutional investors

Who they serve

Institutional investors only

Client segmentClientsAssets managed
Individuals (Non-HNW)0
High Net Worth Individuals0
Investment Companies0
Pooled Investment Vehicles0
Pension/Profit Sharing Plans0
Charitable Organizations0
State/Municipal Entities0
Sovereign Wealth Funds0
Corporations0

1 total clients reported on Form ADV.

Leadership

Nicholas Robert McMorran
DIRECTOR
M&g Investments (americas) Inc.
PARENT COMPANY
Graham David Mason
DIRECTOR
Anthony Gerard Balestrieri
DIRECTOR / PRESIDENT / CHIEF INVESTMENT OFFICER
David Andrew Muckley
CHIEF COMPLIANCE OFFICER / HEAD OF LEGAL, US
Nelson Alejandro Zamora
CHIEF OPERATING OFFICER

Office locations

2 offices in 2 states
IL
ChicagoHQ
NY
New York

Regulatory & compliance

CRD number
#305254
SEC Number
801-118836
Disciplinary History
Yes
Fee Model & Minimums
Model: AUM / Performance-based

Data as of March 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. M&g Investments (USA) Inc. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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M&g Investments (USA) Inc. in Chicago, IL | AdvisorFinder