SourcingSourcing

AEGON ASSET MANAGEMENT UK PLC

C27
CRD 289505·SEC 801-111656
AUM
$52.63B
$1B+
Est. Revenue
$526.3M
@ 1% on AUM
Est. EBITDA
$157.9M
@ 30% margin
Est. Deal Value
$1.26B
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
AEGON ASSET MANAGEMENT UK PLC
CRD
289505
SEC file #
801-111656
EIN
854983000
DBA names
—

Economics

AUM
$52.63B
AUM band
$1B+
AUM trajectory
'22'26
$1.17B → $52.63B▲ +4379%
Client mix
Pooled Investment Vehicles44
Pension Profit Sharing Plans6
Investment Companies2

Operations

Employees (total)
254
Advisory staff (per ADV)
87
Advisory staff (5-yr trend)
'20'26
100 advisors → 87 advisors▼ -13%
Primary office
—
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
linkedin.com/company/aegonamuk(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
AEGON ASSET MANAGEMENT UK
Top Owner Pct
87.5
Top Owner Entity Kind
FE
Owner Count
8
Control Persons
AEGON ASSET MANAGEMENT UK
Hull, Adrian, John Charles
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
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001539994
Edgar Registered
Yes
Edgar Filing Count
72
Edgar First Filing Date
2012-05-31
Edgar Last Filing Date
2026-04-16
Edgar 13f Count
70
Edgar 13f Latest AUM Estimate
Filing Date2026-04-16
Accession0001539994-26-000024
Edgar Former Names
Kames Capital plc

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
E*trade4
Edgar Addresses
Mailing
3 LOCHSIDE CRESCENTEDINBURGH, X0, EH12 9SA
Business
3 LOCHSIDE CRESCENTEDINBURGH, X0, EH12 9SA
Edgar EIN
854983000
Edgar Recent Filings
13F-HR2026-04-16 · 0001539994-26-000024
13F-HR/A2026-04-10 · 0001539994-26-000022
Fee Schedule
Bracket I45
Bracket V17
Bracket Vi12
Bracket Xi10
Bracket Ix9
Firm Has Custody
No
Mailing Office Differs
No
Trust Company Affiliate
Yes

People (7)

7
Hull, Adrian, John Charles
Executive Officer · 2.5%
7636148
KERRIGAN, MARY
Executive Officer · 2.5%
7505814
MacGillivray, Kirstie, Sarah
Executive Officer · 2.5%
7636151
MACK, ANDREW, JOHN
Executive Officer · 2.5%
2767906
Tumilty, Michael, NMN
Executive Officer · 2.5%
7162691
van Weede, Jonkheer, Marc Alexander
Executive Officer · 2.5%
7885414
SHINE, SCOTT, CHRISTOPHER
Executive Officer · 2.5%
4893686