BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP

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Adviser Profile
As of Date 05/15/2024
Adviser Type - Large advisory firm
Number of Employees 95 -16.67%
of those in investment advisory functions 15 -25.00%
Registration SEC, Approved, 7/25/1985
AUM* 24,747,000,000 -6.75%
of that, discretionary 13,065,000,000 1.89%
Private Fund GAV* 13,355,490,182 -7.74%
Avg Account Size 1,455,705,882 4.22%
SMA’s Yes
Private Funds 18 3
Contact Info 206 xxxxxxx
Websites

Client Types

- Banking or thrift institutions
- Pooled investment vehicles
- Pension and profit sharing plans
- Insurance companies

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
14B 12B 10B 8B 6B 4B 2B
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeReal Estate Fund Count12 GAV$1,380,769,076
Fund TypeOther Private Fund Count6 GAV$11,974,721,106

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Brochure Summary

Overview

BentallGreenOak (U.S.) Limited Partnership (“BentallGreenOak” or “the Firm”) is a full-service registered real estate investment advisor. We counsel our clients on their direct and indirect investments in office, industrial, retail, multi-family residential and hospitality real estate throughout the United States. BentallGreenOak provides investment management services for real estate and real estate related securities. Our asset management specialists leverage BentallGreenOak's extensive real estate knowledge to create focused portfolios that meet the specific requirements of each of our clients. BentallGreenOak acts as a real estate investment advisor for a select number of public, corporate and Taft-Hartley retirement systems and private real estate funds, as well as major university endowments and sovereign wealth funds. BentallGreenOak is a majority owned indirect subsidiary of Sun Life Financial Inc. (“SLF”) a publicly traded holding company for a diversified financial
services organization. The Sun Life Financial group of companies provides a broad range of financial products and services to individuals and groups located primarily in Canada, the United States, the United Kingdom and the Asia Pacific Region. On December 18, 2018, SLF entered into an agreement to merge Bentall Kennedy and its affiliates with GreenOak Real Estate (“GreenOak”), a global real estate investment firm with approximately $11 billion in assets under management. As of the closing of that transaction on July 2, 2019 SLF now indirectly owns a majority of the merged firm (including BentallGreenOak) and will have the right to acquire the remaining interest in the merged firm approximately 7 years following closing. As of December 31, 2023, BentallGreenOak had $24.747 billion in assets under management. $13.17 billion of the assets are managed on a discretionary basis and $11.68 billion are managed on a non-discretionary basis. BentallGreenOak was founded in Seattle, Washington in 1978.