← Directory
AEGON ASSET MANAGEMENT US
Legal name: AEGON USA INVESTMENT MANAGEMENT, LLC
CRD 114537File 801-60667
APPROVED
Custody
Disclosure events
Filing as of Mar 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$88.80B
Top 10% of cohort (national)
Discretionary AUM
$88.43B
Non-discretionary $364.6M
Clients
75
199 accounts
Employees
217
Top 10% of cohort in IA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Nov 1, 2001
- Principal office
- 6300 C STREET SW, CEDAR RAPIDS, IA, 52499-5338
- Phone
- 319-355-5408
- Website
- http://WWW.AEGONAM.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $88.80B
- Discretionary AUM
- $88.43B
- Non-discretionary AUM
- $364.6M
- Discretionary accounts
- 195
- Non-discretionary accounts
- 4
- Total accounts
- 199
- AUM per client
- $1.18B
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $24.1M |
| Non-U.S. persons | Fewer than 5 | $41.3M |
| Insurance companies | 12 | $61.89B |
| Investment companies | 15 | $14.04B |
| Charitable organizations | 5 | $129.2M |
| Other investment advisers | Fewer than 5 | $31.0M |
| Pooled investment vehicles | 36 | $10.37B |
| Pension and profit sharing plans | 7 | $1.37B |
| State or municipal government entities | Fewer than 5 | $490.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11
- Q11C1
- Q11C2
- Q11C4
- Q11C5
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 80 | 75 | decreased by5 |
| Apr 1, 2026 | Employees | 239 | 217 | decreased by22 |
| Apr 1, 2026 | Clients | 88 | 80 | decreased by8 |
| Apr 1, 2026 | AUM | $91,033,107,847 | $88,799,180,145 | decreased by$2,233,927,702 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 83 | 88 | increased by5 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $86,310,065,074 | $91,033,107,847 | increased by$4,723,042,773 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 202 | 199 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 304 | 239 | decreased by65 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 89 | 83 | decreased by6 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $108,880,313,198 | $86,310,065,074 | decreased by$22,570,248,124 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 205 | 202 | decreased by3 |
| Apr 1, 2022 | Employees | 307 | 304 | decreased by3 |
| Apr 1, 2022 | Clients | 84 | 89 | increased by5 |
| Apr 1, 2022 | AUM | $113,207,978,442 | $108,880,313,198 | decreased by$4,327,665,244 |
| Apr 1, 2022 | Accounts | 211 | 205 | decreased by6 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “AEGON ASSET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“AEGON ASSET” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.