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AEGON REAL ASSETS US
Legal name: AEGON USA REALTY ADVISORS, LLC
CRD 286438File 801-110854
APPROVED
Custody
Filing as of Mar 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$394.5M
Below cohort median (national)
Discretionary AUM
$353.1M
Non-discretionary $41.4M
Clients
14
21 accounts
Employees
178
Below cohort median in IA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jul 21, 2017
- 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
- $394.5M
- Discretionary AUM
- $353.1M
- Non-discretionary AUM
- $41.4M
- Discretionary accounts
- 2
- Non-discretionary accounts
- 19
- Total accounts
- 21
- AUM per client
- $28.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Insurance companies | Fewer than 5 | $353.1M |
| Pooled investment vehicles | 14 | $41.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — REFER TO SCHEDULE D MISC
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- 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
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 176 | 178 | increased by2 |
| Apr 1, 2026 | Clients | 20 | 14 | decreased by6 |
| Apr 1, 2026 | AUM | $512,887,508 | $394,495,673 | decreased by$118,391,835 |
| Apr 1, 2026 | Accounts | 25 | 21 | decreased by4 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 28 | 20 | decreased by8 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $1,833,052,440 | $512,887,508 | decreased by$1,320,164,932 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 33 | 25 | decreased by8 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 167 | 176 | increased by9 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,800,489,550 | $1,833,052,440 | increased by$32,562,890 |
| Apr 1, 2022 | Employees | 165 | 167 | increased by2 |
| Apr 1, 2022 | Clients | 27 | 28 | increased by1 |
| Apr 1, 2022 | AUM | $1,520,237,832 | $1,800,489,550 | increased by$280,251,718 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “AEGON REAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“AEGON REAL” 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.