# M&G Investments: portfolio, investments and team

> M&G Investments is a private equity based in United Kingdom. 6 investments on record, 4 in the last 12 months, latest Nov 2026.

Source: https://millionrounds.com/fund/m-and-g-investments (Millionrounds; every figure on the page links to its filing or article)

United Kingdom · [Investor](https://millionrounds.com/investors)

# M&G Investments

Last cheque observed Nov 2026; 6 cheques on record.

Email

Private equity Deploying now

Series A Series B Growth Immigrant Woman-led Social Good

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Deploying now

**100%** of best year **4** **cheques in 12 months**, 6 on record

Since the last cheque **1** days **00** hrs **00** min **00** sec

Median round **$113M** Cheque size, as they say **$10M – $30M** Rounds led **1 of 6** Mostly in **United Kingdom, 50%**

Pitch M&G Investments

## M&G Investments highlights

- 01 4 cheques in the last 12 months
- 02 Mostly Series C and Series D: 83% of its rounds
- 03 Led 1 rounds

## What they do

> The site advertises 'Retirement Planning, Saving & Investing, Financial Advice' and describes itself as providing 'clear & transparent information' for customers, indicating it manages clients' money rather than investing its own capital in private companies. From their own website

- **Type:** Private equity (from a list, unverified)
- **Cheque size:** $10M – $30M as they say
- **Stages:** Series A Series B Growth Pre-IPO
- **Sectors:** Immigrant Woman-led Social Good
- **Based in:** CHICAGO, United Kingdom
- **Cold pitches:** Not stated

## The record

Every round we can evidence, newest first **6 appearances**

- **2026** 4 rounds
- **Nov** **[bit.bio](https://millionrounds.com/company/bit-bio)** Series D · GB · Tech.eu **$25M** With 1 other
- **Jun** **[Nearfield Instruments](https://millionrounds.com/company/nearfield-instruments)** Series D · NL · Ventureburn **$380M** With 8 others
- **Jun** **[PhysicsX](https://millionrounds.com/company/physicsx)** Series C · GB · Firms' own news pages **$300M** With 10 others
- **Mar** **NoTraffic** Series C · IL · TechStartups **$90M** With 5 others
- **2024** 1 round
- **Oct** **[Submer](https://millionrounds.com/company/submer)** Series C · ES · TechCrunch **$56M** *Led*
- **2019** 1 round
- **Sept** **[Sonovate](https://millionrounds.com/company/sonovate)** Debt · GB · Londonlovesbusiness **$136M** With 3 others

An announcement gives the size of the round, not the size of this investor's cheque: the only rounds that imply a cheque are those where they were the sole named investor.

## The team

Named by the firm itself, on a filing, its Form ADV or its company registration **12 named**

AG **Anthony Gerard Balestrieri** Director / President / Chief Investment Officer i Form ADV

CC **Chris Chaloner** Non Executive Director i Form ADV

CK **Christopher Keene Yarbrough** Chief Compliance Officer / Head of Legal i Form ADV

JL **Jeffrey Lawrence Cotton** Chief Compliance Officer i Form ADV

JG **Joseph Gilou Pinto** Director i Form ADV

MT **Massimo Tosato** Non Executive Director i Form ADV

NA **Nelson Alejandro Zamora** Chief Operating Officer i Form ADV

NR **Nicholas Robert Mcmorran** Director i Form ADV

PQ **Philippe Quix** Non Executive Director i Form ADV

RT **Richard Turnill** Non Executive Director i Form ADV

SA **Sean Andrew Fitzgerald** Director i Form ADV

SC **Susan Clare Brady** Non Executive Director i Form ADV

We also hold **12** people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them.

## What the register says

From the firm's own filings with the SEC, which it must file accurately by law

**$34B** assets it manages, 2 advisers combined Oct 2026

**Registered** investment adviser full reporting to the SEC

- **Legal name:** M&amp;G INVESTMENT MANAGEMENT LTD.
- **SEC number:** CRD 305254

## What they claim to have backed

From their own portfolio page (on their website)

**0** of 4 we have independently watched raise

M&amp;G Group M&amp;G Investments Prudential International Workplace Pensions

Weaker than a round we watched, stronger than a list somebody sold us. A firm is far less willing to put a company on its own site that it never funded.

## The cheque

Series A Series B Growth

Median round joined **$113M** the round, not its cheque

Led 1 of 6 rounds **17%**

- **Said size:** $10M – $30M
- **Sole investor:** Never alone
- **Last cheque:** Nov 2026

Rounds by stage said on their site

- Series C *3*
- Series D *2*
- Debt *1*
- Series A said *-*
- Series B said *-*
- Growth said *-*
- Pre-IPO said *-*

Cheques by month Led Joined

Dec 2023 Nov 2026

Often in the room with

- [Temasek Holdings](https://millionrounds.com/fund/temasek) 2

**Pitching M&G Investments?** Put them on your fundraising board with this record on the card, and follow them to hear when they write a new cheque.

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## Who they invest alongside

The investors most often in the same rounds as M&G Investments. A count of rooms they were both in, not a relationship either has claimed.

[**Temasek Holdings** VC firm **2** rounds together](https://millionrounds.com/fund/temasek)

## Recently backed

The latest companies M&G Investments put money into.

[**bit.bio** $25M · Nov 2026](https://millionrounds.com/company/bit-bio)[**Nearfield Instruments** $380M · Jun 2026](https://millionrounds.com/company/nearfield-instruments)[**PhysicsX** $300M · Jun 2026](https://millionrounds.com/company/physicsx)[**Submer** $56M · Oct 2024](https://millionrounds.com/company/submer)[**Sonovate** $136M · Sept 2019](https://millionrounds.com/company/sonovate)

## Quick answers about M&G Investments

### What does M&G Investments invest in?

M&G Investments invests most often at Series C and Series D (83% of the rounds on record), in sectors such as Immigrant, Woman-led and Social Good.

### How active is M&G Investments?

6 investments on record, 4 of them in the last 12 months, and it led 1. The most recent was in Nov 2026.

### What has M&G Investments invested in recently?

Its most recent investments on record: bit.bio (Series D, Nov 2026), Nearfield Instruments (Series D, Jun 2026) and PhysicsX (Series C, Jun 2026).

### How big are M&G Investments's cheques?

The median round it joins is $113M. It says it writes cheques of $10M to $30M.

### Does M&G Investments lead rounds?

Yes: it led 1 of its 6 investments on record (17%).

### Where does M&G Investments invest?

Most of the companies it backs are in the United Kingdom (50%), the Netherlands (17%) and Israel (17%).

### Is M&G Investments investing now?

Yes: it is actively investing, with 4 investments in the last 12 months.

### Who does M&G Investments invest alongside?

Most often Temasek Holdings (2 rounds together).

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