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| Happy Holidays!! thanks for using AUM13F!! |
| BentallGreenOak US Limited Partnership
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| CRD # | 111470 |
| SEC # | 801-24618 |
| CIK # | |
| AUM | $24.7 B (2025-06-11) |
| Employees | 127 (13% Investors, 4% Brokers) |
| Phone | 206-623-4739 |
| Address | 1201 Third Avenue Seattle, WA 98101 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | BentallGreenOak US Core Plus Parallel B LP | [2024-03-29] | 17.6 | 2,101.2 |
| RE | BentallGreenOak US Lending Feeder LP | 2024-03-29 | 14.8 | |
| RE | BGO US Lending Side Car Fund LP | 2024-03-29 | 11.1 | |
| RE | BentallGreenOak US Lending A LP | 2023-03-30 | 357.2 | |
| RE | BentallGreenOak US Lending B LP | 2023-03-30 | 138.7 | |
| RE | BentallGreenOak US COLD Storage LP | 2022-03-31 | 1,448.9 | |
| RE | BentallGreenOak US COLD Storage Parallel-F LP | 2022-03-31 | 145.3 | |
| RE | BentallGreenOak US COLD Storage Parallel-Q LP | 2022-03-31 | 108.9 | |
| RE | BentallGreenOak US IV LP | 2022-03-31 | 87.5 | |
| RE | BentallGreenOak US Lending C LP | 2022-03-31 | 0.0 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 2 | 10.2 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 9 | 6.4 |
| (g) Pension and profit sharing plans | 4 | 6.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 2 | 1.3 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 17 | 24.7 |
| By Discretionary | ||
| Discretionary | 11 | 13.6 |
| Non-Discretionary | 6 | 11.1 |
| Total | 17 | 24.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.7 | |
| United States Persons | 23.0 | |
| Total | 17 | 24.7 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Robert Edwards | 54 | ||
| David Levy | 45 | ||
| Gary Whitelaw | 13 | ||
| Ben Gray | 10 | ||
| Ian Butler | 3 | ||
| Melanie Domres | 2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Exeter Property Group LLC
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|
PA | 32.9 |
|
Cigna Investments Inc
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|
CT | 27.5 |
|
The Palisades Group LLC
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|
TX | 22.6 |
|
Harrison Street Advisors LLC
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|
IL | 20.0 |
|
Stockbridge Capital Group LLC
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|
CA | 19.9 |
|
Invesco Canada Ltd
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|
18.3 | |
|
BGO US Real Estate LP
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|
NY | 18.3 |
|
PCCP LLC
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|
CA | 16.4 |
|
Divco West Real Estate Services LLC
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|
CA | 15.7 |
|
Tishman Speyer Properties LP
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|
NY | 14.3 |