AEGON REAL ASSETS US

RIASEC RegisteredEst. 2017

Total AUM

$394M

Discretionary

$353M

89% of AUM

Avg account

$18.8M

Accounts

Employees

178

Advisory reps

Firm details

Headquarters: CEDAR RAPIDS, Iowa
CRD number: 286438
Registered since: July 21, 2017
Website: www.aegon.com
Custodians: HSBC, M&T SECURITIES, INC., U.S. BANK, N.A.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees, Other
Client types: Insurance Companies89.5%
Pooled Investment Vehicles10.5%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Aegon Real Assets US is an LLC that operates as a real assets/real estate fund advisor to institutional clients. The firm has been SEC-registered since 2017 and is organized under a mixed owner structure (domestic entity and individual). It provides portfolio management for pooled investment vehicles and for businesses or institutions, and also functions as a real estate broker. The firm’s fee arrangements include percentage-of-AUM, fixed fees, performance-based fees and other structures. FINTRX flags Aegon Real Assets US as an active ESG investor and identifies it as a related adviser; it is not classified as a capital allocator. The firm’s industry affiliations span multiple roles beyond investment advisory: broker-dealer, other investment adviser, CPO/CTA, trust company, accountant, insurance company, pension consultant, real estate broker, and sponsor/GP/managing member of pooled vehicles. Those affiliations suggest the firm participates across deal origination, structuring and sponsor/management activities for real asset vehicles.