AEGON ASSET MANAGEMENT US

RIASEC RegisteredEst. 2001
Total AUM
$88.8B
Discretionary
$88.4B
100% of AUM
Avg account
$446M
Accounts
199
Employees
217
Advisory reps
6

Firm details

Headquarters
CEDAR RAPIDS, Iowa
CRD number
114537
Registered since
November 1, 2001
Custodians
CITI PRIVATE BANK, J.P. MORGAN SECURITIES INC.
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Insurance Companies69.7%
  • Investment Companies15.82%
  • Pooled Investment Vehicles11.68%
  • Pension & Profit Sharing Plans1.55%
  • State / Municipal Government0.55%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Aegon Asset Management US operates as a multi-strategy investment manager focused on institutional clients and pooled investment vehicles. The firm combines a strong fixed-income orientation—notably large allocations to investment-grade corporate bonds—with capabilities across securitized products and private-market strategies. Its advisory scope includes portfolio management for investment companies and pooled vehicles, selection of sub-advisers, and CPO/CTA activities, which points to an operational model that mixes in-house asset management with delegated manager relationships. The firm reports an active ESG stance and charges a mix of fee types (percentage of AUM, fixed fees and performance-based fees), consistent with managing both traditional institutional mandates and sponsored private funds. Aegon Asset Management US also maintains a range of industry affiliations (broker-dealer, trust company, sponsor/GP roles), which supports both custody/operational connectivity and direct sponsorship of pooled vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Investment Grade Corp Bonds 54%, Other 16%, Non-Investment Grade Corp Bonds 12%, US Government Bonds 7%, Cash & Cash Equivalents 6%, Sovereign Bonds 2%, Exchange Traded Equities 1%, Non-Exchange Traded Equities 1%, State & Local Bonds 1%, Derivatives 1%, Public Funds/Mutual Funds 1%, Private Funds 1%54%
  • Investment Grade Corp Bonds54%
  • Other16%
  • Non-Investment Grade Corp Bonds12%
  • US Government Bonds7%
  • Cash & Cash Equivalents6%

Owners & executives

3 of 3
  • ALINA SAYRE

    Chief Compliance OfficerCRD 4713184

  • SCOTT SHINE

    Chief Compliance OfficerCRD 4893686

  • STEPHEN JONES

    Chief Investment OfficerCRD 6841737

Contacts

3 of 3
  • MARK JOHNSON

    Managing DirectorCRD 6625795

  • CHRISTOPHER THOMPSON

    Head of Global Client GroupCRD 1842220

  • LARA OSTERHAUS

    Global HeadCRD 7345681

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 9

Active vs passive

$97.6M in ETFs

Passive

98%

$95.4M

Active

2%

$2.1M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI)VanguardPassiveLarge Blend$89.8M280,03192.07%

Location

Primary office

CEDAR RAPIDS, IA

LINN

Location

CEDAR RAPIDS, IA

Headquartered in CEDAR RAPIDS, IA, anchoring the Cedar Rapids-Iowa City, IA metro in the Midwest.

Metro area
Cedar Rapids-Iowa City, IA
Region
Midwest
County
LINN
Address
6300 C St SW
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth