BENTALLGREENOAK REAL ESTATE US LLC

Broker-DealerFINRA MemberEst. 2012
Total AUM
Advisory reps
26
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
157909
Registered since
February 9, 2012
Website
bgo.com

Firm profile

FINTRX

Overview

Bentallgreenoak Real Estate US LLC is organized as a limited liability company and is registered with the SEC (registration date listed as 2012). FINTRX classifies the firm as both a real estate fund and an investment bank, and the owner type is recorded as a domestic entity and individual. The profile shows limited public disclosure about advisory services, fee schedules, or client segments. FINTRX flags the firm as not being a capital allocator and not an active ESG investor; it is also not listed as a multi-state adviser in the registry fields provided.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • SHAWN GROSSER

    Chief Compliance OfficerCRD 5328672

  • KARAMJIT KALSI

    Co-CEOCRD 2085405

  • ANDREW YOON

    Managing Partner, CCO and COOCRD 4007049

Contacts

3 of 23
  • ELIZA ROSS

    Financial ControllerCRD 7315851

  • DARA FRIEDMAN

    Managing Director and Portfolio ManagerCRD 5163755

  • CANDIDA HOEBERICHTS

    Registered RepresentativeCRD 5905948

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
399 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth