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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 Aug 17, 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 |
|---|---|---|---|
| Aug 17, 2026 | Clients | 80 | 75 |
| Aug 12, 2026 | Registration | — | APPROVED |
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.