Bentallgreenoak Real Estate US LLC

Broker-DealerFINRA Member
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 organized as a limited liability company that operates at the intersection of real estate investment management and investment-banking activities. The firm is classified in the source data as both a real estate fund manager and an investment bank. Ownership is listed as a mix of a domestic entity and individuals. The firm is not identified as a capital allocator and is not described as an active ESG investor. Several advisor-type attributes in the source — including multi-state adviser, pension consultant, newly formed adviser, and related adviser — are all marked negative.

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

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Recent M&A activity

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Recent filings

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Awards

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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