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| BentallGreenOak US Limited Partnership
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| |
|---|---|
| CRD # | 111470 |
| SEC # | 801-24618 |
| CIK # | |
| AUM | $24.7 BB (2024-05-15) |
| Employees | 95 (16% Investors, 7% Brokers) |
| Phone | 206-623-4739 |
| Address | 1201 Third Avenue Seattle, WA 98101 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | BentallGreenOak US Core Plus Parallel LP | [2024-03-29] | 17.6 | 39.5 |
| RE | BentallGreenOak US Lending Feeder LP | 2024-03-29 | 2.3 | |
| RE | BGO US Lending Side Car Fund LP | 2024-03-29 | 11.8 | |
| RE | BentallGreenOak US Lending A LP | 2023-03-30 | 369.6 | |
| RE | BentallGreenOak US Lending B LP | 2023-03-30 | 7.5 | |
| RE | BentallGreenOak US COLD Storage LP | 2022-03-31 | 411.4 | |
| RE | BentallGreenOak US COLD Storage Parallel-F LP | 2022-03-31 | 41.7 | |
| RE | BentallGreenOak US COLD Storage Parallel-Q LP | 2022-03-31 | 56.8 | |
| RE | BentallGreenOak US IV LP | 2022-03-31 | 92.4 | |
| RE | BentallGreenOak US Lending C LP | 2022-03-31 | 0.0 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 2 | 10.7 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 9 | 5.9 |
| (g) Pension and profit sharing plans | 4 | 6.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 2 | 1.6 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 17 | 24.7 |
| By Discretionary | ||
| Discretionary | 11 | 13.1 |
| Non-Discretionary | 6 | 11.7 |
| Total | 17 | 24.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.2 | |
| United States Persons | 22.5 | |
| Total | 17 | 24.7 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Robert Edwards | 52 | ||
| David Levy | 45 | ||
| Gary Whitelaw | 13 | ||
| Ben Gray | 7 | ||
| Ian Butler | 3 | ||
| Melanie Domres | 2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Exeter Property Group LLC
✚
|
PA | 26.6 |
|
Cigna Investments Inc
✚
|
CT | 26.5 |
|
Harrison Street Advisors LLC
✚
|
IL | 20.3 |
|
Stockbridge Capital Group LLC
✚
|
CA | 19.9 |
|
Invesco Canada Ltd
✚
|
18.2 | |
|
Tishman Speyer Properties LP
✚
|
NY | 16.1 |
|
BGO US Real Estate LP
✚
|
NY | 16.1 |
|
The Palisades Group LLC
✚
|
TX | 15.8 |
|
PCCP LLC
✚
|
CA | 15.3 |
|
Divco West Real Estate Services LLC
✚
|
CA | 15.3 |