SourcingSourcing

AEGON USA REALTY ADVISORS, LLC

C39
CRD 286438·SEC 801-110854·CEDAR RAPIDS, IA
AUM
$394.5M
$100M-$500M
Est. Revenue
$3.9M
@ 1% on AUM
Est. EBITDA
$1.2M
@ 30% margin
Est. Deal Value
$9.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
AEGON USA REALTY ADVISORS, LLC
CRD
286438
SEC file #
801-110854
EIN
—
DBA names
Aegon Real Assets Us

Economics

AUM
$394.5M
AUM band
$100M-$500M
AUM trajectory
'20'26
$1.43B → $394.5M▼ -72%
Client mix
Pooled Investment Vehicles14

Operations

Employees (total)
178
Advisory staff (per ADV)
41
Advisory staff (5-yr trend)
'20'26
35 advisors → 41 advisors▲ +17%
Primary office
CEDAR RAPIDS IA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMFixed feesPerformance-based feesOther Compensation

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
aegonam.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
AEGON USA ASSET MANAGEMENT
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
AEGON USA ASSET MANAGEMENT
OSTERHAUS, LARA, ANN
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

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
AEGONAM.COM
Rdap Domain Creation Date
2012-10-31T18:31:10Z
Rdap Firm Age Years
14
Rdap Firm Age Band
10-20y
Rdap Registrar
CSC Corporate Domains, Inc.

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Fdic Zip Total Deposits
76,919,000
Fdic Zip Branch Count
15
Fdic Zip Top Banks
U.S. Bank National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

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
E*trade4
U.s. Bank3
Fdic Zip Branches Raw
U.S. Bank National AssociationCedar Rapids, IA
U.S. Bank National AssociationCedar Rapids, IA
Fdic Zip HHI
10,000
Fdic Zip Top Bank Share Pct
100
Fdic Zip Year
2017
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-10-31T18:31:10Z
Rdap Domain Last Changed
2025-10-27T05:06:12Z
Rdap Nameservers
Ns1.aegonins.comNs2.aegonins.comNs3.aegonins.comNs4.aegonins.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
Yes

People (4)

4
OSTERHAUS, LARA, ANN
Executive Officer · 2.5%
7345681
SHINE, SCOTT, CHRISTOPHER
Executive Officer · 2.5%
4893686
THOMPSON, CHRISTOPHER, C
Executive Officer · 2.5%
1842220
SAYRE, ALINA
Executive Officer · 2.5%
4713184