Transamerica Asset Management, Inc.

RIASEC Registered
Total AUM
$65.9B
Discretionary
$64.2B
97% of AUM
Avg account
$554M
Accounts
119
Employees
53
Advisory reps
3

Firm details

Headquarters
Denver, Colorado
CRD number
107376
Registered since
December 31, 1996
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Investment Companies97.29%
  • Pooled Investment Vehicles2.71%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Transamerica Asset Management, Inc. is a corporate, institutional registered investment adviser that has been SEC-registered since 1996. The firm serves institutional clients and provides portfolio management for investment companies and pooled investment vehicles. It also operates in the capacity of a commodity pool operator/commodity trading adviser (CPO/CTA). Fee arrangements include both percentage-of-AUM and fixed-fee structures. The firm identifies as an active ESG investor and reports ownership tied to domestic entities and individuals. Beyond its RIA activities, Transamerica Asset Management is affiliated with a range of industry roles including broker-dealer activity, other investment adviser functions, trust company and insurance company relationships, pension consulting, and sponsor/GP or managing-member roles in pooled investment vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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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

Owners & executives

1 of 1
  • Jamie Borcherding

    Chief Accounting OfficerCRD 2106864

Contacts

2 of 2
  • Izabela Sadeghi

    Izabela Sadeghi

    Senior DirectorCRD 3247785

  • John Reifsnider

    John Reifsnider

    Strategic AdvisorCRD 2201708

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Denver, CO

Denver

Location

Denver, CO

Headquartered in Denver, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
Denver
Address
1801 California St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth