TRANSAMERICA ASSET MANAGEMENT, INC.

RIASEC RegisteredEst. 1996
Total AUM
$65.9B
Discretionary
$64.2B
97% of AUM
Avg account
$554M
Accounts
119
Employees
53
Advisory reps
6

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

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Overview

Transamerica Asset Management, Inc. is a corporate-structured investment firm operating as an insurance broker-dealer with an institutional client focus. The firm has been SEC-registered since 1996 and reports owner types as a domestic entity and individual. Its business activities include functioning as a CPO/CTA and providing portfolio management for investment companies and pooled investment vehicles. Fee arrangements include percentage-of-AUM and fixed fees. Transamerica identifies as an active ESG investor and maintains a mix of affiliations that span broker-dealer, other investment adviser, trust company, insurance company, pension consulting, and sponsor/manager roles for pooled vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 5
  • MARIJN SMIT

    President, CEOCRD 6283676

  • BYRON HITTLE

    Chief Compliance OfficerCRD 5502813

  • JAMIE Borcherding

    Chief Accounting OfficerCRD 2106864

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Contacts

1 of 1
  • 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