APG Asset Management U.S., Inc. (APG U.S.) is a fee-only investment management firm and subsidiary of APG Asset Management N.V. (APG N.V.), which is an investment advisor in the Netherlands. The financial advisor has a large team of advisors on staff and is located in New York.
This firm does not provide asset management to individual clients. For help finding one, use SmartAsset’s free financial advisor matching tool.
APG Asset Management Background
APG U.S. began its operations in 1998 as a subsidiary of APG N.V. Since then, the company has worked exclusively to provide investment advisory services to its parent company. APG N.V. is a subsidiary of APG Groep N.V., which Stichting Pensioenfunds ABP owns. ABP functions as a pension fund for Dutch government and civil service employees.
APG Asset Management Client Types and Minimum Account Sizes
APG U.S. only provides services to APG N.V., but the firm has a broker-dealer list it uses for client transactions. APG N.V.’s client base, on the other hand, primarily consists of Dutch pension funds. It also includes employers in the sectors of government, education, construction, cleaning and glass cleaning, housing associations, energy and utility companies, sheltered employment, medical specialists and practices of architects.
The company doesn’t specify a minimum account size requirement.
Services Offered by APG Asset Management
APG U.S. offers investment advisory service for fixed income portfolios, listed real estate portfolios, private real estate portfolios, infrastructure portfolios, hedge fund portfolios, private equity portfolios and other investments structured as private investments. But its parent company, APG N.V., provides these services:
- Executive consultancy
- Asset management
- Pension administration
- Pension communication
- Employers services
APG Asset Management Investment Philosophy
In its service to APG N.V., APG U.S. believes in tailoring its investment advice to meet each specific portfolio’s needs. To forge a specialized approach to each portfolio, the firm follows client-approved investment guidelines. To make strategic investment decisions, the firm may employ a range of investment strategies, including macroeconomic analysis, credit analysis and fundamental analysis. In some instances, APG U.S. may also use quantitative analysis to evaluate market conditions and determine appropriate investment strategies.
The firm retains the discretion to invest in any securities or products on behalf of its advised portfolios, as long as APG N.V. gives its approval.
Fees Under APG Asset Management
APG U.S. only provides administrative and investment advisory services to APG N.V., so it doesn’t offer a fee schedule. The firm negotiates fees annually, and the fees reflect costs with a mark-up for transfer price purposes. APG U.S.’s fees don’t include other costs like transaction fees, custodial fees or third party brokerage commissions. The firm’s fees also exclude the management fees which may result from private funds, mutual funds and exchange-traded funds (ETFs).
What to Watch Out For
APG U.S. does not have any disclosures of legal or disciplinary action on its most recently filed Form ADV. But the firm also doesn't directly work with individual clients.
Another thing worth noting: APG U.S. is not accepting new clients. If you want to find an advisor to work with, use SmartAsset’s free financial advisor matching service.
Opening an Account With APG Asset Management
To learn more about APG Asset Management, visit the firm's website.
All information was accurate as of the writing of this article.
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