SourcingSourcing

APG ASSET MANAGEMENT US, INC

C35
CRD 160795·SEC 801-74200·NEW YORK, NY
AUM
$141.33B
$1B+
Est. Revenue
$1.41B
@ 1% on AUM
Est. EBITDA
$424.0M
@ 30% margin
Est. Deal Value
$3.39B
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
APG ASSET MANAGEMENT US, INC
CRD
160795
SEC file #
801-74200
EIN
000000000
DBA names
—

Economics

AUM
$141.33B
AUM band
$1B+
AUM trajectory
'20'26
$133.89B → $141.33B▲ +6%
Client mix
Pooled Investment Vehicles1

Operations

Employees (total)
183
Advisory staff (per ADV)
100
Advisory staff (5-yr trend)
'20'26
68 advisors → 100 advisors▲ +47%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
State Streetlow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMOther Compensation

Filings

Latest ADV filing
03/25/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
APG ASSET MANAGEMENT N.V.
Top Owner Pct
87.5
Top Owner Entity Kind
FE
Owner Count
5
Control Persons
APG ASSET MANAGEMENT N.V.
Frens, Jeroen
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
1
Form 5500 Total Participants
186
Form 5500 Compensation Trajectory 3y
20240
Form 5500 Plan Count Trajectory 3y
20241
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001434819
Edgar Registered
Yes
Edgar Filing Count
89
Edgar First Filing Date
2008-05-13
Edgar Last Filing Date
2026-05-13
Edgar 13f Count
82
Edgar 13f Latest AUM Estimate
Filing Date2026-05-13
Accession0001434819-26-000005
Edgar Former Names
APG All Pensions Group NV
APG ALL Pensions Group NV

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
State Street57
E*trade4
Edgar Addresses
Mailing
BASISWEG 101043 APAMSTERDAM, P7 00000
Business
BASISWEG 101043 APAMSTERDAM, P7 00000
Edgar EIN
000000000
Edgar Recent Filings
13F-HR2026-05-13 · 0001434819-26-000005
13F-HR2026-02-12 · 0001434819-26-000003
Fee Schedule
Bracket X30
Bracket Vi28
Bracket Viii28
Bracket Vii9
Bracket Xi4
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (4)

4
Frens, Jeroen
Executive Officer · 2.5%
8044752
GORDON, EVAN, ANDREW
Executive Officer · 2.5%
3087863
Parker, Allen, Kelly
Executive Officer · 2.5%
7161898
Segarra Van Es, Matilde
Executive Officer · 2.5%
6906806