Aegon Usa Realty Advisors, LLC is a mid-sized advisory firm based in Cedar Rapids. It manages $1.43 billion of regulatory assets for 27 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of California, Illinois, and Iowa.
Aegon Usa Realty Advisors provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Aegon Usa Realty Advisors, LLC is $1.43 billion. The firm's AUM has grown by 38% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Aegon Usa Realty Advisors, LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Gary Douglas Black is pooled investment vehicles with 21 clients and $1.04 billion of assets under management. Among the 10 most similar advisory firms, Aegon Usa Realty Advisors has the 4th highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $1.04 billion for 21 clients. None of the firm’s clients are foreign persons or businesses.
Aegon Usa Realty Advisors also advises several private funds. Namely, twenty one real estate funds. The minimum investment commitment required of non-related persons ranges from $0 to $1,000,000.
The company employs 198 people that are either part- or full-time employees. 18 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There are 3 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.
Gary Douglas Black has been acting as President since 1 Jun 2016. Christopher C Thompson joined the executive team most recently as the President.
The principal office where Aegon Usa Realty Advisors, LLC performs its advisory services is located at 6300 C Street Sw, Cedar Rapids, IA 52499 5338, which is also the mailing address of the firm. An additional office of the firm is in Chicago, IL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 319-355-3598. The normal business hours are 8:00 a.m. - 4:30 p.m. on Monday - Friday. You can find more information about the New York firm at aegonrealassets.com.