Bentallgreenoak (U.S) Limited Partnership

RIASEC RegisteredEst. 1985

Total AUM

$24.1B

Discretionary

$13.4B

56% of AUM

Avg account

$1.4B

Accounts

Employees

127

Advisory reps

Firm details

Headquarters: Seattle, Washington
CRD number: 111470
Registered since: July 25, 1985
Website: bentallgreenoak.com
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Banking / Thrift Institutions41.2%
Pension & Profit Sharing Plans30.12%
Pooled Investment Vehicles24.56%
Insurance Companies4.12%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Bentallgreenoak (U.S) Limited Partnership is a U.S. limited partnership focused on real estate investment management and fund sponsorship. SEC registration dates to 1985. The firm serves institutional clients and provides portfolio management for pooled investment vehicles as well as for businesses and institutions. Its operational activities include real estate brokerage and acting as sponsor/GP for pooled vehicles; regulatory and business affiliations listed include broker-dealer, other investment adviser activities, commodity pool operator/CTA, trust company and insurance company roles. The firm’s fee model combines percentage-of-assets under management with performance-based fees. It is not identified as a capital allocator and is not flagged as an active ESG investor or a multi-state adviser.