M&G INVESTMENTS (USA) INC.
CRD #305254 SEC #801-118836 CHICAGO, IL 312-952-9464
SEC Registered Disclosures
Total AUM
$15.6B
Discretionary
$15.6B
Employees
48
Clients
--
Accounts
9
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $15.6B | $15.6B | $0 | 48 | 1 |
| Apr 2025 | $15.6B | $15.6B | $0 | 48 | 1 |
| Apr 2025 | $15.6B | $15.6B | $0 | 48 | 1 |
| Jun 2024 | $14.8B | $14.8B | $0 | 25 | 1 |
| Mar 2024 | $14.8B | $14.8B | $0 | 25 | 1 |
| Aug 2023 | $11.9B | $11.9B | $0 | 30 | 2 |
| Mar 2023 | $11.9B | $11.9B | $0 | 30 | 2 |
| Oct 2022 | $16.4B | $16.4B | $0 | 22 | 2 |
| Mar 2022 | $16.4B | $16.4B | $0 | 22 | 2 |
| Feb 2022 | $925.5M | $925.5M | $0 | 17 | 2 |
| Jan 2022 | $925.5M | $925.5M | $0 | 17 | 2 |
| Dec 2021 | $925.5M | $925.5M | $0 | 17 | 2 |
| Mar 2021 | $925.5M | $925.5M | $0 | 17 | 2 |
| Dec 2020 | $917.8M | $917.8M | $0 | 14 | 2 |
| Oct 2020 | $120.5M | $120.5M | $0 | 14 | 2 |
| Sep 2020 | $120.5M | $120.5M | $0 | 14 | 2 |
DateJun 2025
Total AUM$15.6B
Discretionary$15.6B
Non-Disc.$0
Employees48
Clients1
DateApr 2025
Total AUM$15.6B
Discretionary$15.6B
Non-Disc.$0
Employees48
Clients1
DateApr 2025
Total AUM$15.6B
Discretionary$15.6B
Non-Disc.$0
Employees48
Clients1
DateJun 2024
Total AUM$14.8B
Discretionary$14.8B
Non-Disc.$0
Employees25
Clients1
DateMar 2024
Total AUM$14.8B
Discretionary$14.8B
Non-Disc.$0
Employees25
Clients1
DateAug 2023
Total AUM$11.9B
Discretionary$11.9B
Non-Disc.$0
Employees30
Clients2
DateMar 2023
Total AUM$11.9B
Discretionary$11.9B
Non-Disc.$0
Employees30
Clients2
DateOct 2022
Total AUM$16.4B
Discretionary$16.4B
Non-Disc.$0
Employees22
Clients2
DateMar 2022
Total AUM$16.4B
Discretionary$16.4B
Non-Disc.$0
Employees22
Clients2
DateFeb 2022
Total AUM$925.5M
Discretionary$925.5M
Non-Disc.$0
Employees17
Clients2
DateJan 2022
Total AUM$925.5M
Discretionary$925.5M
Non-Disc.$0
Employees17
Clients2
DateDec 2021
Total AUM$925.5M
Discretionary$925.5M
Non-Disc.$0
Employees17
Clients2
DateMar 2021
Total AUM$925.5M
Discretionary$925.5M
Non-Disc.$0
Employees17
Clients2
DateDec 2020
Total AUM$917.8M
Discretionary$917.8M
Non-Disc.$0
Employees14
Clients2
DateOct 2020
Total AUM$120.5M
Discretionary$120.5M
Non-Disc.$0
Employees14
Clients2
DateSep 2020
Total AUM$120.5M
Discretionary$120.5M
Non-Disc.$0
Employees14
Clients2