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| Aegon USA Realty Advisors LLC
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|---|---|
| CRD # | 286438 |
| SEC # | 801-110854 |
| CIK # | |
| AUM | 394.5 M (2026-03-27) |
| Employees | 178 (23% Investors, 1% Brokers) |
| Phone | 319-355-5408 |
| Address | 6300 C Street SW Cedar Rapids, IA 52499-5338 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| RE | Natural Resources Alternatives Portfolio II LLC | 2021-03-29 | 97.4 M | |
| RE | Aegon LIHTC Fund 61 LLC | 2021-01-27 | 14.7 M | |
| RE | Natural Resources Alternatives Portfolio 3 LLC | 2020-03-30 | 391.4 M | |
| RE | LIHTC Fund 51 LLC | 2019-03-28 | 48.5 M | |
| RE | LIHTC Fund 56 LLC | 2019-03-28 | 28.2 M | |
| RE | Aegon Multi-Family Equity Fund LLC | 2018-03-29 | 108.5 M | |
| RE | LIHTC Fund 53 LLC | 2018-03-29 | 87.5 M | |
| RE | Natural Resources Alternatives Portfolio I LLC | 2018-03-29 | 435.4 M | |
| RE | Garnet LIHTC Fund VI LLC | 2017-06-20 | 1.1 M | |
| RE | Garnet LIHTC Fund V LLC | 2017-06-20 | 1.5 M | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| 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 | 14 | 41.4 |
| (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 | 353.1 |
| (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 | 21 | 394.5 |
| By Discretionary | ||
| Discretionary | 2 | 353.1 |
| Non-Discretionary | 19 | 41.4 |
| Total | 21 | 394.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 394.5 | |
| Total | 21 | 394.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.7B |
| Clients | 11 |
| Serves | Institutional |
| Fund Types | Real Estate |
| LEI | 54930021S1WCKH88L448 |
| Related Firms | State | AUM |
|---|---|---|
|
Aegon USA Investment Management LLC
✚
|
IA | 88.80 B |
|
Aegon USA Realty Advisors LLC
✚
|
IA | 394.5 M |
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