SourcingSourcing

LEGAL & GENERAL INVESTMENT MANAGEMENT AMERICA INC.

C25
CRD 149156·SEC 801-69862·CHICAGO, IL
AUM
$267.16B
$1B+
Est. Revenue
$2.67B
@ 1% on AUM
Est. EBITDA
$801.5M
@ 30% margin
Est. Deal Value
$6.41B
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
LEGAL & GENERAL INVESTMENT MANAGEMENT AMERICA INC.
CRD
149156
SEC file #
801-69862
EIN
—
DBA names
L&g - Asset Management, America

Economics

AUM
$267.16B
AUM band
$1B+
AUM trajectory
'20'26
$183.15B → $267.16B▲ +46%
Client mix
Pension Profit Sharing Plans98
Pooled Investment Vehicles52
Other Investment Advisers15
Insurance Companies11
Corporations6

Operations

Employees (total)
262
Advisory staff (per ADV)
104
Advisory staff (5-yr trend)
'20'26
84 advisors → 104 advisors▲ +24%
Primary office
CHICAGO IL
Branches
—

Custodian & Brokerage

Primary custodian
Northern Trustmedium confidence
Services offered
Portfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing
04/24/2026
ADV-W filed at
—
Website
am.landg.us.com

Compliance

Disclosures (firm)
3
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
LEGAL & GENERAL INVESTMENT
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
8
Control Persons
LEGAL & GENERAL INVESTMENT
ANDREWS, DONALD, OLIVER
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Window
Northern Trust2
Full
Northern Trust65
E*trade4
State Street3
Bny Mellon2
Fee Schedule
Bracket I50
Bracket Vi25
Bracket Iii13
Bracket Vii5
Bracket Xii3
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (7)

7
ANDREWS, DONALD, OLIVER
Executive Officer · 2.5%
4599796
GOTTSCHALCH, ALEXIA, KAROLINA
Executive Officer · 2.5%
5792738
PLAFKER, JED, ANDREW
Executive Officer · 2.5%
2793695
REIFFSTECK, CLAUDE, MICHEL
Executive Officer · 2.5%
5572318
RYAN, PATRICK, JOSEPH
Executive Officer · 2.5%
6454657
SHOUP, JASON, BRENDAN
Executive Officer · 2.5%
5055947
ST. CHARLES, KRISTINA, LOIS JEAN
Executive Officer · 2.5%
7678019