Transamerica Fund Advisors, Inc. (St Petersburg)


Transamerica Fund Advisors, Inc. is an adviser based in St Petersburg. It manages $54.06 billion of regulatory assets for 160 client accounts. It has been registered with the SEC as an adviser since 2005.

Transamerica Fund Advisors 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.

Transamerica Fund Advisors: assets under management

The assets under management (AUM) of Transamerica Fund Advisors, Inc. is $54.06 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 117% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $54.06 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $337.86 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Transamerica Fund Advisors, 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.

Indirect Owners

The SEC currently registers 14 indirect owners.

Name Entity Date acquired Ownership Employer ID
Aegon N.V. Sh 1 Oct 1936 75% - 100% foreign
Aegon International N.V. Sh 1 Oct 1936 75% - 100% foreign
Vereniging Aegon Sh 1 Nov 1978 75% - 100% foreign
Transamerica Corp. Sh 1 May 1986 75% - 100% 42-1484983
Inc. Aegon Usa Sh 1 Jun 1986 75% - 100% 42-1310237
The Aegon Trust Sh 1 Jul 1986 75% - 100% 51-6513848
Aegon U.S. Holding Corporation Sh 1 Feb 1988 75% - 100% 13-3350744
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
Aegon U.S. Corp. Sh 1 Oct 1999 75% - 100% 45-1528022

Based in St Petersburg

The principal office where Transamerica Fund Advisors, 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 727-299-1832. The normal business hours are 8am to 7pm on Monday - Friday.