{"url":"https://nivawealth.com/firms/apg-asset-management-us-160795","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/160795","regulatoryAum":141326309861,"crd":"160795","secFileNumber":"801-74200","legalName":"Apg Asset Management US, Inc","displayName":"Apg Asset Management US","website":null,"founded":null,"organization":"Delaware corporation","fiscalYearEnd":"December","headquarters":{"street":"666 Third Ave, 2nd Floor","city":"New York","state":"NY","stateName":"New York","country":"United States","postalCode":"10017"},"tradeNames":[],"registration":{"secApproved":"30 March 2012","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":183,"advisory":100,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":53964805343,"discretionaryAccounts":15,"nonDiscretionary":87361504518,"nonDiscretionaryAccounts":29,"wrapProgram":null,"nonUsClientsPct":100,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":1,"regulatoryAum":86957793112},{"label":"Pension and profit-sharing plans","clients":null,"regulatoryAum":54368516749}],"fees":[],"feeNotes":[],"custodians":[{"name":"State Street Bank","shortName":"State Street Bank","location":"Boston, MA","smaAssets":29182894469}],"custodyNote":"Apg Asset Management US has custody of $47.62B for 1 clients.","otherCustodians":[],"leadership":[{"name":"Matilde Segarra Van Es","title":"Chief Executive Officer","crd":"6906806"},{"name":"Jeroen Frens","title":"Chief Financial and Risk Officer","crd":"8044752"},{"name":"Evan Gordon","title":"Chief Compliance Officer","crd":"3087863"},{"name":"Allen Parker","title":"General Counsel","crd":"7161898"}],"ownership":[{"label":"Apg Asset Management N.V.","detail":"Direct owner in the 75% or more ownership band and a control person, since January 2014."},{"label":"Apg Groep NV","detail":"Indirect owner: a indirect owner of Apg Asset Management N.V. in the 75% or more band and a control person, since January 2014.","parent":"Apg Asset Management N.V."},{"label":"Stichting Penioenfonds Abp","detail":"Indirect owner: a indirect owner of Apg Groep NV in the 75% or more band and a control person, since June 1998.","parent":"Apg Groep NV"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"officesByState":[{"state":"New York","offices":1,"addresses":[{"street":"666 Third Ave, 2nd Floor","city":"New York","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"917-368-3500","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Other"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"0","assetMix":[{"label":"Investment grade corporate bonds","percent":28},{"label":"Non-investment grade corporate bonds","percent":9},{"label":"Derivatives","percent":28},{"label":"Securities issued by registered investment companies or business development companies","percent":1},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":30},{"label":"Cash and cash equivalents","percent":4}],"privateFunds":29},"sources":{"adv1FilingDate":"25 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/160795/PDF/160795.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Apg Asset Management US have?","answer":"Apg Asset Management US has 1 clients and manages $141.3 billion for them, as of March 2026.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 25 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Apg Asset Management US offer?","answer":"Apg Asset Management US provides portfolio management for pooled vehicles, portfolio management for institutions and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Apg Asset Management US use?","answer":"Apg Asset Management US’s separately managed account assets are held at State Street Bank (Boston, MA), with $29,182,894,469. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Apg Asset Management US have?","answer":"Apg Asset Management US has 0 investment adviser representatives registered with state securities authorities, out of 183 employees, and 100 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Apg Asset Management US invest in?","answer":"At the end of its last fiscal year, Apg Asset Management US’s separately managed accounts held 30% pooled vehicles (private funds and similar), 28% investment grade corporate bonds, 28% derivatives, 9% high-yield corporate bonds, 4% cash and equivalents and 1% registered funds (mutual funds, ETFs, BDCs). It advises 29 private funds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Apg Asset Management US?","answer":"Apg Asset Management US is owned through a chain of holding companies by Stichting Penioenfonds Abp. Its direct owner is Apg Asset Management N.V. (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 25 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Apg Asset Management US get paid?","answer":"Apg Asset Management US is paid through a percentage of assets under management and other arrangements. 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Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}