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American Equity Investment Group
American Equity Investment Group began in Des Moines, Iowa, in 1995 under founder David Noble. It distributes fixed and indexed annuities via three insurance...
American Equity Investment Group
American Equity Investment Group began in Des Moines, Iowa, in 1995 under founder David Noble. It distributes fixed and indexed annuities via three insurance carriers. The firm allocates insurance reserves into mortgage loans and direct real estate. Confirmed holdings include Residential Investment Trust III, BH JV Multifamily Investors, Stonecastle Apartments Holdings, and M-LPI Resort Holdings. Värde Partners maintains a strategic partnership for alternative assets. Operations remain concentrated in the United States. Brookfield Reinsurance completed the acquisition of American Equity Investment Life Holding Company in May 2024. The firm reports through NAIC filings and maintains membership in the American Council of Life Insurers and the Insured Retirement Institute. It also operates the American Equity Investment Life Insurance Company Charitable Foundation. Regulatory oversight by state insurance departments and NAIC reporting requirements shape governance and capital allocation more than typical asset-manager mandates.
General information
Firm type
Insurance
Year founded
1995
AUM
Undisclosed
Location
Region
North America
Country
United States
City
West Des Moines
Corporate office
West Des Moines, IA, United States
Principals
David Noble
Founder and former Chairman/CEO
Anant Bhalla
Former CEO and President
Sector focus
Frequently asked questions
Who runs investment decisions at American Equity Investment Group?
Investment activity follows insurance-reserve guidelines under regulatory supervision. Anant Bhalla served as CEO and President prior to the Brookfield acquisition.
Does American Equity Investment Group participate in fund commitments or only direct deals?
The firm holds direct real estate assets and mortgage loans. It maintains a strategic partnership with Värde Partners for alternative assets.
Where does the underlying business originate?
The firm originates from annuity insurance sales through American Equity Life, American Equity Investment Life Insurance Company of New York, and Eagle Life.
What investment stages does American Equity Investment Group typically target?
Capital deployment focuses on income-producing real estate and mortgage loans that match long-duration insurance liabilities.
How is American Equity Investment Group related to Brookfield Reinsurance?
Brookfield Reinsurance acquired American Equity Investment Life Holding Company in May 2024.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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