Aegon Asset Management US
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$88,799,180,145
This total excludes 80 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
1
0% high-net worth
Total advisors
1
of 217 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
1
Average account size
$88,799,180,145
About
Aegon USA Investment Management, LLC (Aegon AM US) primarily manages institutional and pooled vehicles and reported approximately $88.8 billion in regulatory assets under management as of December 31, 2025. It provides discretionary and non‑discretionary investment management across fixed income, investment solutions, private equity, natural resources private equity, mutual funds, ETFs, collective investment trusts, and related research services for institutional clients.
The firm’s investment approach combines fundamental, bottom‑up credit research with top‑down macroeconomic analysis coordinated through a Global Research Platform shared with certain Aegon affiliates, and portfolio construction emphasizes risk management and active trading where appropriate. Aegon AM US designs and executes derivatives strategies for hedging and portfolio management and, for some accounts, can employ leverage, borrowing, and other more advanced instruments as part of separately managed account and private fund strategies.
Aegon AM US is integrated into a broader Aegon Asset Management and Transamerica group, with affiliated arrangements that include sub‑advisory, distribution, and trustee relationships (for example, Transamerica Trust Company as trustee for CITs and bundled solutions with Transamerica retirement affiliates), and it serves a diverse set of institutional client types including insurance companies, pension and benefit plans, state and municipal governments, sovereign wealth funds, charitable organizations, investment companies, and other advisers. The firm has reported a disciplinary disclosure: an SEC order in 2018 resolving deficiencies identified for the 2011–2015 period, which resulted in civil penalties, disgorgement, and prejudgment interest and is described in its Form ADV Part 2A.
Client services
Portfolio management
Selection of other advisers
Credit research
Expertise
Private / alternative investments
Active portfolio management
ESG / Sustainable investing
Concentrated stock management
Fee options
Performance-based fees are charged for certain qualified clients and strategies, typically involving a base fee plus a participation rate on capital gains or appreciation.
Account minimum: $50 million Minimum fee: Aegon AM US typically requires a minimum fee amount for each product or service; minimum amounts differ by product/strategy and can be waived.
Main office location
Aegon Asset Management US
6300 C Street Sw
Cedar Rapids IA 52499-5338, United States
Number of offices
3
Most active in
Aegon Asset Management US has reported serving >5 clients in these states in the last 12 months.
Florida · Illinois · Iowa · Maryland
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Lawyer
They provide legal services, typically billed separately.
Forms ADV
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