Data / Investment advisers / Iowa / Aegon Real Assets US
Aegon Real Assets US, Cedar Rapids, IA: $394 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Aegon Real Assets US is an SEC registered investment adviser with its main office in Cedar Rapids, Iowa and reports $394 million in regulatory assets under management in its Form ADV filed March 27, 2026. Its clients include insurance companies and pooled investment vehicles. It is paid through a percentage of assets under management, fixed fees and performance based fees. It advises 1 private fund.
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- Registration
- SEC registered investment adviser
- CRD number
- 286438
- SEC file number
- 801-110854
- SEC status
- Approved, effective July 21, 2017
- Legal name
- Aegon USA Realty Advisors, LLC
- Main office
- 6300 C Street SW, Cedar Rapids, IA 52499
- Phone
- (319) 355-5408
- Website
- aegonam.com
- Regulatory AUM
- $394,495,673 in the Form ADV filed March 27, 2026
- Discretionary AUM
- $353,055,236
- Non discretionary AUM
- $41,440,437
- Accounts
- 21
- Employees
- 178, of which 41 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, performance based fees, other fees
- Private funds
- 1: 1 real estate fund
- Gross assets of private funds
- $28,248,068
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- 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 | Fewer than 5 | $353.1 million |
| Pooled investment vehicles | 14 | $41.4 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 | $394.5 million | March 27, 2026 |
| December 1, 2025 | $512.9 million | 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 |
| Beacon Capital, LLC | Cedar Rapids | $278.3 million | Not listed | adviserinfo.sec.gov |
| Cedar Point Capital Partners, LLC | Cedar Rapids | $248.1 million | Not listed | adviserinfo.sec.gov |
| Bridgeway Wealth Management, LLC | Cedar Rapids | $164.6 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Cedar Rapids, IA
- Investment advisers in Iowa
- Advisers with $100 million to $500 million in AUM
- Advisers serving insurance companies
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Aegon Real Assets 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.