Aegon USA Realty Advisors LLC

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Aegon USA Realty Advisors LLC ✚
CRD #	286438
SEC #	801-110854
CIK #
AUM	$1.8 B (2025-03-28)
Employees	176 (24% Investors, 2% Brokers)
Phone	319-355-5408
Address	6300 C Street SW Cedar Rapids, IA 52499-5338
Source	[IAPD] [Website] [LinkedIn]

Total AUM ($M) Copy

Type	Form D Funds	Date	AUM ($M)
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	34.8
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
RE	Garnet LIHTC Fund XIX LLC	2017-06-20	9.2
RE	Garnet LIHTC Fund XL LLC	2017-06-20	11.6
RE	Garnet LIHTC Fund XVII LLC	2017-06-20	18.1
RE	Garnet LIHTC Fund XV LLC	2017-06-20	3.8
RE	Garnet LIHTC Fund XXIII LLC	2017-06-20	0.0
RE	Garnet LIHTC Fund XXVII LLC	2017-06-20	10.1
RE	Garnet LIHTC Fund XXV LLC	2017-06-20	8.8
RE	Garnet LIHTC Fund Xxxiv LLC	2017-06-20	1.7
RE	Garnet LIHTC Fund Xxxix LLC	2017-06-20	76.7
RE	Real Estate Alternatives Portfolio 2 LLC	2017-06-20	12.7
RE	Real Estate Alternatives Portfolio 3A Inc	2017-06-20	8.8
RE	Real Estate Alternatives Portfolio 3 LLC	2017-06-20	17.7
RE	Real Estate Alternatives Portfolio 4HR LLC	2017-06-20	247.9
RE	Real Estate Alternatives Portfolio 4MR LLC	2017-06-20	5.3

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	28	1,374.1
(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	459.0
(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	1,833.1
By Discretionary
Discretionary	13	1,762.5
Non-Discretionary	20	70.5
Total	33	1,833.1
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		1,833.1
Total	33	1,833.1

Related Firms	State	AUM ($B)
Aegon USA Investment Management LLC ✚	IA	86.3
Aegon USA Realty Advisors LLC ✚	IA	1.8

Comparable Firms	State	AUM ($B)
Cloud Capital Advisors LLC ✚	DC	2.0
Lument Investment Management LLC ✚	NY	2.0
Laramar Multi-Family Value Manager LLC ✚	IL	1.9
Rose Smart Growth Investment Advisors LLC ✚	NY	1.9
Maxim Capital Group LLC ✚	NY	1.9
Blue Vista Capital LLC ✚	IL	1.9
Black Chamber Partners LLC ✚	DC	1.8
Marcus Partners LLC ✚	MA	1.8
Equus Capital Partners Ltd ✚	PA	1.8
Unison Investment Management LLC ✚	CA	1.7

Assets, Funds, Holdings