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| Legal & General Investment Management America Inc
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|---|---|
| CRD # | 149156 |
| SEC # | 801-69862 |
| CIK # | 0001559265 |
| AUM | 267.16 B (2026-04-24) |
| Employees | 262 (40% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 312-585-0300 |
| Address | 71 South Wacker Drive Chicago, IL 60606 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 29.5 | ||
| Apple Inc | 27.4 | ||
| Microsoft Corp | 18.6 | ||
| Amazon Com Inc | 11.6 | ||
| Alphabet Inc | 10.9 | ||
| Broadcom Inc | 10.0 | ||
| Alphabet Inc | 8.8 | ||
| Facebook Inc | 8.2 | ||
| Tesla Motors Inc | 7.5 | ||
| J P Morgan Chase & Co | 5.5 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | LGIM America Russell 1000 Growth SL Fund LLC | [2025-05-09] | 587.1 M | 676.9 M |
| Filed 2026-02-06 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $50,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | LGIM America Russell 1000 Value SL Fund LLC | [2025-05-09] | 344.4 M | 382.7 M |
| Filed 2026-02-06 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $50,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | LGIM America US Intermediate Credit Fund LLC | [2024-09-26] | 90.0 M | 97.0 M |
| Filed 2025-09-08 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | LGIM America US Short Duration Opportunistic Fixed Income Fund LLC | [2024-08-07] | 155.8 M | 210.2 M |
| Filed 2025-05-22 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | LEGA & General Developed World Climate Index Fund LLC | 2020-03-24 | ||
| Other | Legal & General Developed Multi-Factor SL Fund LLC | [2020-03-24] | 151.0 M | 293.9 M |
| Filed 2019-05-08 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $500,000 · Remaining Indefinite · Duration More than one year · Net Assets Over $100,000,000 | ||||
| Other | Legal & General MSCI ACWI Fund LLC | [2020-03-24] | ||
| Filed 2019-06-17 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $500,000 · Remaining Indefinite · Duration More than one year · Net Assets No Aggregate Net Asset Value | ||||
| Other | Legal & General Developed Ex-US Multi-Factor Fund LLC | 2019-03-20 | ||
| Other | Legal & General US Multi-Factor Fund LLC | [2019-03-20] | ||
| Filed 2019-05-14 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $500,000 · Remaining Indefinite · Duration More than one year · Net Assets No Aggregate Net Asset Value | ||||
| Other | Legal & General Scientific Beta Emerging Markets Fund LLC | [2018-03-23] | 74.0 M | 106.0 M |
| Filed 2019-06-25 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $500,000 · Remaining Indefinite · Duration More than one year · Net Assets $50,000,001 - $100,000,000 | ||||
| HF | Legal & General S&P 500 SL Fund LLC | [2017-08-24] | 106.5 M | 631.6 M |
| Filed 2019-10-07 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $500,000 · Remaining Indefinite · Duration More than one year · Net Assets Over $100,000,000 | ||||
| HF | Legal & General MSCI EAFE SL Fund LLC | [2017-03-15] | 518.9 M | 1,063.6 M |
| Filed 2019-10-07 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $500,000 · Remaining Indefinite · Duration More than one year · Net Assets Over $100,000,000 | ||||
| HF | Legal & General S&P 400 SL Fund | [2017-03-15] | 511.2 M | 246.3 M |
| Filed 2019-10-07 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $500,000 · Remaining Indefinite · Duration More than one year · Net Assets Over $100,000,000 | ||||
| HF | Legal & General S&P 600 SL Fund LLC | [2017-03-15] | 586.1 M | 278.1 M |
| Filed 2019-10-07 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $500,000 · Remaining Indefinite · Duration More than one year · Net Assets Over $100,000,000 | ||||
| HF | Legal & General MSCI World Fund LLC | [2016-07-15] | 200.0 M | 67.3 M |
| Filed 2017-08-31 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $500,000 · Remaining Indefinite · Duration More than one year · Net Assets Over $100,000,000 | ||||
| Other | Legal & General Russell 2000 Fund LLC | [2016-07-15] | ||
| Filed 2019-06-25 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $500,000 · Remaining Indefinite · Duration More than one year · Net Assets No Aggregate Net Asset Value | ||||
| Other | L&G Developed Markets High Yield Fund LLC | [2016-07-15] | 66.0 M | 48.0 M |
| Filed 2017-08-31 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $500,000 · Remaining Indefinite · Duration More than one year · Net Assets $50,000,001 - $100,000,000 | ||||
| Other | Legal & General Emerging Markets Fund LLC | [2016-04-28] | 74.0 M | |
| Filed 2019-06-25 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $500,000 · Remaining Indefinite · Duration More than one year · Net Assets $50,000,001 - $100,000,000 | ||||
| Other | Legal & General MSCI ACWI EX USA Fund LLC | [2016-04-28] | ||
| Filed 2017-06-22 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $500,000 · Remaining Indefinite · Duration More than one year · Net Assets No Aggregate Net Asset Value | ||||
| Other | Legal & General MSCI ACWI Fund LLC | 2016-04-28 | ||
| HF | Legal & General MSCI USA Fund LLC | [2016-04-28] | 123.9 M | 258.8 M |
| Filed 2019-03-05 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $500,000 · Remaining Indefinite · Duration More than one year · Net Assets Over $100,000,000 | ||||
| HF | Legal & General S&P 500 Fund LLC | [2016-04-28] | 472.4 M | 524.4 M |
| Filed 2019-04-25 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $500,000 · Remaining Indefinite · Duration More than one year · Net Assets Over $100,000,000 | ||||
| HF | Legal & General Russell 1000 Fund LLC | [2016-03-28] | 556.4 M | 4,202.4 M |
| Filed 2019-04-25 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $500,000 · Remaining Indefinite · Duration More than one year · Net Assets Over $100,000,000 | ||||
| HF | Legal & General MSCI Canada Fund LLC | [2015-12-21] | 44.0 M | 254.8 M |
| Filed 2019-04-25 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $500,000 · Remaining Indefinite · Duration More than one year · Net Assets $25,000,001 - $50,000,000 | ||||
| HF | Legal & General MSCI EAFE Fund LLC | [2015-12-21] | 572.6 M | 2,024.3 M |
| Filed 2019-04-25 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $500,000 · Remaining Indefinite · Duration More than one year · Net Assets Over $100,000,000 | ||||
| HF | Legal & General MSCI World EX USA Fund LLC | [2015-12-21] | 475.9 M | 2,086.4 M |
| Filed 2019-04-25 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $500,000 · Remaining Indefinite · Duration More than one year · Net Assets Over $100,000,000 | ||||
| Other | LGIMA Treasury 15 Strips Fund LLC | [2014-03-26] | 48.9 M | |
| Filed 2018-04-27 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $500,000 · Remaining Indefinite · Duration More than one year · Net Assets $25,000,001 - $50,000,000 | ||||
| Other | LGIMA US Credit Fund LLC | [2014-03-26] | 43.8 M | |
| Filed 2019-04-23 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $500,000 · Remaining Indefinite · Duration More than one year · Net Assets Over $100,000,000 | ||||
| Other | LGIMA Long Duration US Government/Credit Fund LLC | [2013-05-24] | 81.0 M | 148.1 M |
| Filed 2013-05-22 (D) · Exemption 506, 3(c), 3(c)(7) · Minimum $500,000 · Remaining Indefinite · Duration More than one year · Net Assets $50,000,001 - $100,000,000 | ||||
| Other | LGIMA Liability Aware Long Duration US Credit Fund LLC | [2013-02-12] | 104.2 M | |
| Filed 2018-04-27 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $500,000 · Remaining Indefinite · Duration More than one year · Net Assets Over $100,000,000 | ||||
| Other | LGIMA Canada LDI Fund LLC | [2012-02-02] | ||
| Filed 2016-05-10 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $500,000 · Remaining Indefinite · Duration More than one year · Net Assets No Aggregate Net Asset Value | ||||
| Other | LGIMA Long Duration US Credit Fund LLC | [2012-02-02] | 2,732.9 M | 1,236.8 M |
| Filed 2019-04-23 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $500,000 · Remaining Indefinite · Duration More than one year · Net Assets Over $100,000,000 | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 2 | 10.8 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 52 | 47.1 |
| (g) Pension and profit sharing plans | 98 | 39.9 |
| (h) Charitable organizations | 3 | 0.8 |
| (i) State or municipal government entities | 5 | 3.9 |
| (j) Other investment advisers | 15 | 146.6 |
| (k) Insurance companies | 11 | 12.0 |
| (l) Sovereign wealth funds and foreign official institutions | 1 | 1.0 |
| (m) Corporations or other businesses not listed above | 6 | 4.8 |
| (n) Other | 2 | 0.1 |
| Total | 554 | 267.2 |
| By Discretionary | ||
| Discretionary | 546 | 266.8 |
| Non-Discretionary | 8 | 0.4 |
| Total | 554 | 267.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 138.2 | |
| United States Persons | 128.9 | |
| Total | 554 | 267.2 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Jed Plafker | Executive Officer | 17 | 4 | |
| Patrick Ryan | Executive Officer | 104 | 3 | |
| Eric Adler | Director | 62 | 3 | |
| John Bender | Director, Executive Officer | 75 | 2 | |
| Chad Rakvin | Director | 65 | 2 | |
| Aaron Meder | Director, Executive Officer | 64 | 2 | |
| Mark Zinkula | Director | 63 | 2 | |
| Robert Moore | Executive Officer | 58 | 2 | |
| Jodan Ledford | Executive Officer | 53 | 2 | |
| Richard Davis | Director | 49 | 2 | |
| View All | ||||
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0001559265] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $109.5B |
| Serves | Institutional |
| Fund Types | Hedge Fund |
| LEI | 549300M32WBVVFDTS111 |
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