Private fund adviser · Seattle, WA
Bentallgreenoak (u.s.) Limited Partnership
SEC-registered investment adviser · CRD 111470 · SEC 801-24618
At a glance
Bentallgreenoak (u.s.) Limited Partnership is an SEC-registered investment adviser based in Seattle, Washington, with $24.1 billion in regulatory assets under management as of its Form ADV filed July 30, 2026. Its largest client group by assets is banking or thrift institutions. By Form ADV it is a private fund adviser, ranked 314th of 4,686 private fund advisers and 773rd of 17,210 SEC-registered advisers by assets.
Main office 206-623-4739bentallgreenoak.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $24B
- Rank among private fund advisers
- #314 of 4,686
- Rank among all SEC RIAs
- #773 of 17,210
- Rank in Washington
- #6 of 271
- Clients
- 17
- Accounts
- 17
- Discretionary
- 56% of AUM
- Employees
- 127
- Advisory staff
- 16
- Offices
- 7
Owners and executives on its Form ADV
- Matthew G. CampbellManaging Partner, General Counsel, Chief Compliance Officer
- Andrew Y. YoonChief Operating Officer
- Karamjit S. KalsiPresident and CEO SLC Management
- Christopher J NiehausManaging Partner, Chairman of US
- John A. CarrafiellChief Executive Officer
- Devinder S. GillChief Financial Officer
Custody and brokerage
Custodian
Bentallgreenoak (u.s.) Limited Partnership’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Broker-dealer
Hybrid RIA
Bentallgreenoak (u.s.) Limited Partnership is a hybrid RIA: 5 of its employees are also registered representatives of a broker-dealer. It names affiliated broker-dealers: Advisors Asset Management, Inc., BGO Capital (canada) Inc., Bentallgreenoak Real Estate US LLC, Sepulveda Distributors LLC and Sun Life Institutional Distributors (u.s.) LLC.
- Advisors Asset Management, Inc.
- BGO Capital (canada) Inc.
- Bentallgreenoak Real Estate US LLC ↗CRD 157909
It doesn’t hold client accounts or customer funds itself. Its annual audited report filed with the SEC, March 2026
- Sepulveda Distributors LLC ↗CRD 166535
It doesn’t hold client accounts or customer funds itself. Its annual audited report filed with the SEC, March 2022
- Sun Life Institutional Distributors (u.s.) LLC ↗CRD 170062
It doesn’t hold client accounts or customer funds itself. Its annual audited report filed with the SEC, February 2026
Its Form ADV brochure (filed July 2026) names Bentallgreenoak Real Estate US as the broker-dealer its advisers are registered with.
Certain management persons of our Firm, and in particular certain members of our U.S.-based team, are registered representatives of BentallGreenOak Real Estate US LLC.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Banking or thrift institutions | 2 | $9.9B | 41% |
| Pension and profit sharing plans | 4 | $7.2B | 30% |
| Pooled investment vehicles | 9 | $5.9B | 25% |
| Insurance companies | 2 | $992M | 4% |
Private funds
Bentallgreenoak (u.s.) Limited Partnership reports 24 private funds with $14B in gross assets: real estate funds, other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Bentallgreenoak (u.s.) Limited Partnership answers yes to 2 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Other services
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗bentallgreenoak.com ↗
AtlasMembers
The full record on Bentallgreenoak (u.s.) Limited Partnership
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 583 peers of its type and size
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- Owners and executives, with titles and stakes
- 6 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 2Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Bentallgreenoak (u.s.) Limited Partnership manage?
Bentallgreenoak (u.s.) Limited Partnership reports $24.1 billion in regulatory assets under management across 17 accounts, 56% of it on a discretionary basis, on its Form ADV filed July 30, 2026.
What kind of firm is Bentallgreenoak (u.s.) Limited Partnership?
Bentallgreenoak (u.s.) Limited Partnership is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets. A public reporting company controls it.
Who are Bentallgreenoak (u.s.) Limited Partnership’s clients?
By assets, its largest client types are banking or thrift institutions ($9.9 billion, 2 clients); pension and profit sharing plans ($7.2 billion, 4 clients); pooled investment vehicles ($5.9 billion, 9 clients).
Does Bentallgreenoak (u.s.) Limited Partnership manage private funds?
Yes. It reports 24 private funds with $14.0 billion in gross assets, including real estate funds, other private funds.
Does Bentallgreenoak (u.s.) Limited Partnership have any disciplinary history?
Bentallgreenoak (u.s.) Limited Partnership answers yes to 2 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Bentallgreenoak (u.s.) Limited Partnership’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-30), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →