AEGON ASSET MANAGEMENT US
Firm details
- Headquarters
- CEDAR RAPIDS, Iowa
- CRD number
- 114537
- Registered since
- November 1, 2001
- Website
- www.aegonam.com
- Custodians
- CITI PRIVATE BANK, J.P. MORGAN SECURITIES INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Insurance Companies69.7%
- Investment Companies15.82%
- Pooled Investment Vehicles11.68%
- Pension & Profit Sharing Plans1.55%
- State / Municipal Government0.55%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Aegon Asset Management US operates as a multi-strategy investment manager focused on institutional clients and pooled investment vehicles. The firm combines a strong fixed-income orientation—notably large allocations to investment-grade corporate bonds—with capabilities across securitized products and private-market strategies. Its advisory scope includes portfolio management for investment companies and pooled vehicles, selection of sub-advisers, and CPO/CTA activities, which points to an operational model that mixes in-house asset management with delegated manager relationships. The firm reports an active ESG stance and charges a mix of fee types (percentage of AUM, fixed fees and performance-based fees), consistent with managing both traditional institutional mandates and sponsored private funds. Aegon Asset Management US also maintains a range of industry affiliations (broker-dealer, trust company, sponsor/GP roles), which supports both custody/operational connectivity and direct sponsorship of pooled vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Investment Grade Corp Bonds54%
- Other16%
- Non-Investment Grade Corp Bonds12%
- US Government Bonds7%
- Cash & Cash Equivalents6%
Owners & executives
3 of 3ALINA SAYRE
Chief Compliance OfficerCRD 4713184
SCOTT SHINE
Chief Compliance OfficerCRD 4893686
STEPHEN JONES
Chief Investment OfficerCRD 6841737
Contacts
3 of 3MARK JOHNSON
Managing DirectorCRD 6625795
CHRISTOPHER THOMPSON
Head of Global Client GroupCRD 1842220
LARA OSTERHAUS
Global HeadCRD 7345681
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 9Active vs passive
$97.6M in ETFs
98%
$95.4M
2%
$2.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $89.8M | 280,031 | 92.07% |
Location
CEDAR RAPIDS, IA
LINN
Location
CEDAR RAPIDS, IA
Headquartered in CEDAR RAPIDS, IA, anchoring the Cedar Rapids-Iowa City, IA metro in the Midwest.
- Metro area
- Cedar Rapids-Iowa City, IA
- Region
- Midwest
- County
- LINN
- Address
- 6300 C St SW
- Time zone
- CT (UTC-6)
- Office locations
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