Bentallgreenoak Real Estate US LLC

Broker-DealerFINRA MemberEst. 2012
Total AUM
—
Advisory reps
27
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
157909
Registered since
February 9, 2012
Website
bgo.com

Firm profile

FINTRX

Overview

Bentallgreenoak Real Estate US LLC is a limited liability company registered with the SEC in 2012 that is classified in FINTRX as a real estate fund and an investment bank. The firm is identified as a domestic entity/individual owner type. Its profile indicates it does not function as a capital allocator and is not identified as an active ESG investor. The dual classification suggests the firm combines fund management around real estate assets with transactional or advisory capabilities typical of an investment bank. Public disclosures in the FINTRX snapshot are limited, so available information focuses on organizational type and regulatory status rather than detailed client segments or advisory product lines.

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Andrew Yoon

    Andrew Yoon

    Managing Partner, CCO and COOCRD 4007049

  • Karamjit Kalsi

    Karamjit Kalsi

    Co-ceoCRD 2085405

  • Shawn Grosser

    Shawn Grosser

    Chief Compliance OfficerCRD 5328672

Contacts

3 of 24
  • Dyice Ellis-beckham

    Dyice Ellis-beckham

    Managing DirectorCRD 4394295

  • Amy Price

    Amy Price

    PresidentCRD 2378816

  • Matthew Campbell

    Matthew Campbell

    Managing PartnerCRD 6279758

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
399 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth