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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 Aug 17, 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 |
|---|---|---|---|
| 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.