|
⚲
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| Aegon USA Realty Advisors LLC
✚
| |
|---|---|
| CRD # | 286438 |
| SEC # | 801-110854 |
| CIK # | |
| AUM | $1.9 BB (2024-03-26) |
| Employees | 170 (25% Investors, 2% Brokers) |
| Phone | 319-355-5408 |
| Address | 6300 C Street SW Cedar Rapids, IA 52499-5338 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| RE | Natural Resources Alternatives Portfolio II LLC | 2021-03-29 | 97.4 | |
| RE | Aegon LIHTC Fund 61 LLC | 2021-01-27 | 14.7 | |
| RE | Natural Resources Alternatives Portfolio 3 LLC | 2020-03-30 | 391.4 | |
| RE | LIHTC Fund 51 LLC | 2019-03-28 | 48.5 | |
| RE | LIHTC Fund 56 LLC | 2019-03-28 | 70.7 | |
| RE | Aegon Multi-Family Equity Fund LLC | 2018-03-29 | 108.5 | |
| RE | LIHTC Fund 53 LLC | 2018-03-29 | 87.5 | |
| RE | Natural Resources Alternatives Portfolio I LLC | 2018-03-29 | 435.4 | |
| RE | Garnet LIHTC Fund VI LLC | 2017-06-20 | 1.1 | |
| RE | Garnet LIHTC Fund V LLC | 2017-06-20 | 1.5 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 28 | 1,405.4 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 492.6 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 33 | 1,898.0 |
| By Discretionary | ||
| Discretionary | 13 | 1,856.4 |
| Non-Discretionary | 20 | 41.6 |
| Total | 33 | 1,898.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,898.0 | |
| Total | 33 | 1,898.0 |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Aegon USA Investment Management LLC
✚
|
IA | 88.5 |
|
Aegon USA Realty Advisors LLC
✚
|
IA | 1.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Sundance Bay Investment Manager LLC
✚
|
UT | 2.0 |
|
Laramar Multi-Family Value Manager LLC
✚
|
IL | 2.0 |
|
Vanbarton Group LLC
✚
|
NY | 2.0 |
|
Sterling Investment Management LLC
✚
|
FL | 2.0 |
|
Timberland Investment Resources LLC
✚
|
GA | 1.9 |
|
Beacon Capital Partners LLC
✚
|
MA | 1.9 |
|
Kildare Partners US LLC
✚
|
TX | 1.9 |
|
Resmark Equity Partners LLC
✚
|
CA | 1.8 |
|
Maxim Capital Group LLC
✚
|
NY | 1.8 |
|
Equus Capital Partners Ltd
✚
|
PA | 1.8 |