Data / Investment advisers / Iowa / Aegon Asset Management US
Aegon Asset Management US, Cedar Rapids, IA: $88.8 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Aegon Asset Management US is an SEC registered investment adviser with its main office in Cedar Rapids, Iowa and reports $88.8 billion in regulatory assets under management in its Form ADV filed March 27, 2026. Its clients include insurance companies, investment companies and pooled investment vehicles. It is paid through a percentage of assets under management, fixed fees and performance based fees. It advises 19 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 114537
- SEC file number
- 801-60667
- SEC status
- Approved, effective November 1, 2001
- Legal name
- Aegon USA Investment Management, LLC
- Main office
- 6300 C Street SW, Cedar Rapids, IA 52499
- Phone
- (319) 355-5408
- Website
- aegonam.com
- Regulatory AUM
- $88,799,180,145 in the Form ADV filed March 27, 2026
- Discretionary AUM
- $88,434,617,307
- Non discretionary AUM
- $364,562,838
- Accounts
- 199
- Employees
- 217, of which 76 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, performance based fees
- Private funds
- 19: 15 securitized asset funds, 3 private equity funds, 1 other private fund
- Gross assets of private funds
- $7,692,687,042
- Other offices
- 2
- Form ADV Item 11 disclosures
- Reported: SEC or CFTC regulatory actions
- Latest Form ADV filing
- March 27, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Insurance companies | 12 | $61.89 billion |
| Investment companies | 15 | $14.04 billion |
| Pooled investment vehicles | 36 | $10.37 billion |
| Pension and profit sharing plans | 7 | $1.37 billion |
| State or municipal government entities | Fewer than 5 | $490.1 million |
| Charitable organizations | 5 | $129.2 million |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $41.3 million |
| Other investment advisers | Fewer than 5 | $31 million |
| Corporations or other businesses | Fewer than 5 | $24.1 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $88.80 billion | March 27, 2026 |
| December 1, 2025 | $91.03 billion | September 15, 2025 |
Other advisers in Cedar Rapids
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Transamerica Retirement Advisors, LLC | Cedar Rapids | $18.83 billion | Not listed | adviserinfo.sec.gov |
| Nations Financial Group, Inc. | Cedar Rapids | $4.77 billion | Not listed | adviserinfo.sec.gov |
| BFC Planning, Inc. | Cedar Rapids | $3.84 billion | Not listed | adviserinfo.sec.gov |
| Berthel Fisher & Company Financial Services, Inc. | Cedar Rapids | $906.4 million | Not listed | adviserinfo.sec.gov |
| Basepoint Wealth, LLC | Cedar Rapids | $883.8 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Cedar Rapids, IA
- Investment advisers in Iowa
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving insurance companies
- Advisers serving investment companies
- Advisers that manage private funds
- Aegon Asset Management US on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.