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AEGON GROUP

Business and Investment Profile

The AEGON GROUP is a publicly held investment adviser that advises $341.6Bn in regulatory assets under management held in 5 SEC fund types across 7 investment strategies. AEGON GROUP is a Public/Private Fund Assets increased by 15.44% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 35.23 years and is comprised of 7 filing and 0 relying advisers. They operate out of 37 office locations with their Headquarters at 6300 C STREET SW, CEDAR RAPIDS, IOWA. The Group has been subject to regulatory enforcement actions. They are regulated by 14 US and Non-US bodies.

Employee Profile

They have 2,095 employees comprised of 1,379 investment and 716 non-investment staff. The total number of Employees decreased by 14.42% over the last 5-years.

Asset Profile

Their $341.6Bn in assets advised are owned by 294 private funds, 134 public funds and BDCs and 199 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients own $145.16Bn or 42.49% of Total Assets and Insurance Companies own $92.8Bn or 27.17% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include Multi Strat, Long/Short Equity and FI/Credit - Diverse, representing 34.22%, 33.21% and 25.24% of total assets, respectively.

Client Profile

They advise 8 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC) and Insurance Companies.

Service Provider Profile

The Group uses 19 Fund Administrators, 3 Fund Auditors, 0 Prime Brokers, 17 Custodians and 27 Marketers. It does not report a third-party Fund Administrator in 71 private funds with $68.54Bn in assets.

Fee Profile

The Group discloses advisory fees, fixed fees, management fees and performance-based fees.

Sub-Advisers

AEGON GROUP names 5 sub-advisers AEGON ASSET MANAGEMENT US, GOLDMAN SACHS ASSET MANAGEMENT, L.P., INVESCO ADVISERS, INC., PACIFIC INVESTMENT MANAGEMENT COMPANY LLC, WELLINGTON MANAGEMENT COMPANY LLP to 1 different fund advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: AEGON GROUP

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