Aegon USA Realty Advisors provides portfolio management for pooled vehicles and portfolio management for institutions. The firm advises 1 private fund.
Aegon USA Realty Advisors reports 14 clients. They include 14 pooled investment vehicles. Of its assets, 89.5% ($353M across 2 accounts) are managed with discretion; $41.4M across 19 accounts are not. It advised 11 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 100% | 11% |
| Insurance companies | Fewer than 5 | 89% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 14 | $41.4M | 10.5% | $2.96M |
| Insurance companies | Fewer than 5 | $353M | 89.5% | — |
| Total | 14 | $394M | 100% | — |
- Clients
- 14
- Regulatory AUM
- $41.4M
- AUM share
- 10.5%
- Avg. per client
- $2.96M
- Clients
- Fewer than 5
- Regulatory AUM
- $353M
- AUM share
- 89.5%
- Avg. per client
- —
Total
- Clients
- 14
- Regulatory AUM
- $394M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 11
- Private funds advised
- 1
Aegon USA Realty Advisors is paid through a percentage of assets under management, fixed fees (other than subscription fees), performance-based fees and other compensation; its fees and minimums are set out in its brochures on the SEC website.
Aegon USA Asset Management Holding, LLC owns 75% or more of Aegon USA Realty Advisors and is in turn owned by Ausa Holding, LLC (75% or more). Christopher Thompson is CEO; the leadership team includes President Lara Osterhaus and Chief Compliance Officer Alina Sayre. It has 178 employees, 41 of them in advisory roles.
Staff
- 178 employees
- 41 in advisory functions
- 2 broker-dealer reps
- 1 insurance agent
- 2 soliciting firms
- Owns 75% or more of Aegon USA Realty Advisors, LLC
Aegon USA Asset Management Holding, LLC
Control person · since October 2009
- Owns 75% or more of Aegon USA Asset Management Holding, LLC
Ausa Holding, LLC
Control person · since October 2009
Lara Osterhaus
Elected manager · Control person · since March 2021
Christopher Thompson
Elected manager · Control person · since June 2019
Scott Shine
Elected manager · Control person · since March 2025
- Owns 75% or more of Aegon International B.V.
Aegon LTD.
Interest filed in Aegon International B.V. · Control person · since December 2007
- Owns 75% or more of Transamerica Corporation
Aegon International B.V.
Interest filed in Transamerica Corporation · Control person · since December 2007
- Owns 75% or more of Aegon International B.V.
Transamerica Corporation
Control person · since December 2004
Aegon USA Realty Advisors’ regulatory assets fell from $1.52B (March 2021) to $394M (March 2026); clients fell from 27 to 14 and employees rose from 165 to 178.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $394M | 14 | 178 | 3 |
| Mar 2025March 2025 | $1.83B | 28 | 176 | 3 |
| Mar 2024March 2024 | $1.9B | 28 | 170 | 3 |
| Mar 2023March 2023 | $1.93B | 28 | 161 | 3 |
| May 2022May 2022 | $1.8B | 28 | 167 | 3 |
| Mar 2021March 2021 | $1.52B | 27 | 165 | 5 |
Besides its headquarters, Aegon USA Realty Advisors has 2 offices, with 3 listed addresses across 3 states.
California · 1 listed address
- 505 Sansome Street, San Francisco
Illinois · 1 listed address
- 222 W. Adams Street, Chicago
Iowa · 1 listed address
- 6300 C Street SW, Cedar RapidsHQ
Other business names
Aegon USA Realty Advisors has reported 8 other business names to the SEC.
- Aegon AM
- Aegon AM Real Assets
- Aegon Asset Management
- Aegon Asset Management NA
- Aegon Asset Management North America
- Aegon Asset Management Real Assets
- Aegon Ra
- Aegon Real Assets
Contact and registration details
- Legal name
- Aegon USA Realty Advisors, LLC
- Headquarters
- 6300 C Street SW, Cedar Rapids, IA 52499-5338
- Website
- aegonam.com
- Phone
- 319-355-5408
- @aegonam
- SEC file
- 801-110854
- Structure
- Iowa LLC
- Fiscal year end
- December
Aegon USA Realty Advisors’ named custodians for separately managed accounts are HSBC Bank USA, N.A. ($213M, 63%), Manufacturers and Traders Trust ($86.7M, 26%) and U.S. Bank N.A. ($39.7M, 12%). Aegon USA Realty Advisors has custody of $394M for 18 clients.
- U.S. Bank N.A.U.S. Bank N.A. · St. Paul, MN · $39.7M12%
- Manufacturers and Traders TrustManufacturers and Traders Trust Company · Baltimore, MD · $86.7M26%
- HSBC Bank USA, N.A.HSBC Bank USA, N.A. · Chicago, IL · $213M63%
What the accounts hold
- Other100%
- Real estate100%
How many clients does Aegon USA Realty Advisors have?
Aegon USA Realty Advisors has 14 clients and manages $394 million for them, as of March 2026. They include 14 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026
What services does Aegon USA Realty Advisors offer?
Aegon USA Realty Advisors provides portfolio management for pooled vehicles and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Aegon USA Realty Advisors use?
Aegon USA Realty Advisors’ separately managed account assets are held at HSBC Bank USA, N.A. (Chicago, IL), with $213M, Manufacturers and Traders Trust Company (Baltimore, MD), with $86.7M and U.S. Bank N.A. (St. Paul, MN), with $39.7M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 March 2026
How many financial advisors does Aegon USA Realty Advisors have?
Aegon USA Realty Advisors has 0 investment adviser representatives registered with state securities authorities, out of 178 employees, and 41 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Aegon USA Realty Advisors invest in?
At the end of its last fiscal year, Aegon USA Realty Advisors’ separately managed accounts held 100% other. The 100% other category is described as: Real Estate. It advises 1 private fund.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Aegon USA Realty Advisors?
Aegon USA Realty Advisors is owned through a holding company by Ausa Holding, LLC. Its direct owner is Aegon USA Asset Management Holding, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 27 March 2026
How does Aegon USA Realty Advisors get paid?
Aegon USA Realty Advisors is paid through a percentage of assets under management, fixed fees, performance-based fees and other compensation. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Aegon USA Realty Advisors?
Aegon USA Realty Advisors’ main office is at 6300 C Street SW, Cedar Rapids, IA 52499-5338. Its phone number is 319-355-5408. Its website is aegonam.com.