Aegon/Transamerica Fund Advisers, Inc. (St Petersburg)

Aegon/Transamerica Fund Advisers, Inc. is an adviser based in St Petersburg. It manages $27.96 billion of regulatory assets for 90 client accounts. It has been registered with the SEC as an adviser since 2002.

Aegon/Transamerica Fund Advisers provides portfolio management for investment companies and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Aegon/Transamerica Fund Advisers: assets under management

The assets under management (AUM) of Aegon/Transamerica Fund Advisers, Inc. is $27.96 billion. The company doesn't manage any assets belonging to foreign clients.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Aegon/Transamerica Fund Advisers, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Aegon/Transamerica Fund Advisers, Inc.

Douglas C Kolsrud has been acting as President since 1 Dec 2001. Kim Denise Day joined the executive team most recently as the Senior Vice President & Treasurer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Western Reserve Life Assurance Company Of Ohio	Sole owner of applicant	1 Sep 1996	75% - 100%	43-1162657
Western Reserve Life Assurance Co. Of Ohio & Ausa Holding Company	Joint owner of applicant	1 Sep 1996	75% - 100%	43-1162657
Kim Denise Day	Vice president	1 Sep 1997	Other	3100663
Allan John Hamilton	Vice president & treasurer	1 Sep 1998	Other	4361570
John Kinnley Carter	Vice president, general counsel, compliance officer & secretary	1 Apr 2000	Other	2419234
Larry Neil Norman	Chairman & director	1 Dec 2001	Other	719080
Douglas C Kolsrud	Director	1 Dec 2001	Other	4331888
Thomas Raymond Moriarty	Executive vice president	1 Dec 2001	Other	1519354
William Thomas Davis	Vice president	1 Dec 2001	Other	730850
Christopher George Roetzer	Vice president	1 Dec 2001	Other	1854549
Brian C Scott	President, chief executive officer & director	1 Dec 2001	Other	4422488
Brian Charles Scott	President, chief executive officer & director	1 Dec 2001	Other	4422488
Brian C Scott	President, chief executive officer and director	1 Mar 2002	Other	4422488
Kim Denise Day	Vice president & treasurer	1 Oct 2002	Other	3100663
John Kinnley Carter	Director, senior vice president, general counsel, compliance officer & secretary	1 Dec 2002	Other	2419234
Kim Denise Day	Senior vice president & treasurer	1 Feb 2004	Other	3100663
Kyle Aldon Keelan	Senior vice president	1 Feb 2004	Other	1491759

Indirect Owners

The SEC currently registers 6 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Aegon Nv	Owner	1 Feb 1991	75% - 100%	foreign
First Ausa Life Insurance Company	Owner	1 Feb 1991	75% - 100%	00-0000000
Aegon U.S. Holding Corporation	Owner	1 Feb 1991	75% - 100%	13-3350744
Aegon International N.V.	Owner	1 Feb 1991	75% - 100%	foreign
Transamerica Holding Company	Owner	1 Oct 1999	75% - 100%	42-1496490
Inc Aegon Usa	Owner	1 Oct 1999	75% - 100%	42-1310237

Based in St Petersburg

The principal office where Aegon/Transamerica Fund Advisers, Inc. performs its advisory services is located at 570 Carillon Pkwy, St Petersburg, FL 33716, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 727-299-1800 or by fax 727-299-1641. The normal business hours are 8am to 7pm on Monday - Friday.