RIA Intel›Advisers›Iowa›AEGON USA INVESTMENT MANAGEMENT, LLC

AEGON USA INVESTMENT MANAGEMENT, LLC

Institutional

N·CEDAR RAPIDS, IA

Data as of Mar 27, 2026 · Source: SEC Form ADV

Total AUM

$88.8B

1-Year AUM Growth

-2.5%

3-Year CAGR

-7.4%

Employees

76

Assets Under Management

Total AUM$88.8B

Discretionary AUM$88.4B

Non-Discretionary AUM$365M

Discretionary %99.6%

Total Clients88

Team

Total Employees76

Investment Advisers217

Employee Growth (1Y)-4.6%

Filing History

Total Filings on Record92

First FilingDec 7, 2001

Latest FilingMar 27, 2026

🔒 Full AUM trend chart and 92 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on AEGON USA INVESTMENT MANAGEMENT, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.