Bentallgreenoak Strategic Capital Partners

RIASEC Registered
Total AUM
$3.5B
Discretionary
$3B
85% of AUM
Avg account
$40.9M
Accounts
86
Employees
19
Advisory reps
6

Firm details

Headquarters
New York, New York
CRD number
137813
Registered since
January 6, 2006
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Bentallgreenoak Strategic Capital Partners is organized as an LLC and operates primarily as a real estate fund sponsor and manager focused on institutional clients. The firm is SEC-registered (since 2006) and serves as an adviser to pooled investment vehicles, including acting as portfolio manager and selecting other sub-advisers. It reports business activities consistent with commodity pool/operator or CTA functions and maintains a range of industry relationships that include broker-dealers, trust companies, insurance companies, real estate brokers, and roles as sponsor, GP, or managing member of pooled vehicles. Fee arrangements combine asset-based charges with performance-linked fees. The firm identifies as an active ESG investor and does not position itself as a capital allocator in the sense of a diversified endowment or multi-family office; rather, it structures and manages private real estate funds and related vehicles for institutional investors.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

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Contacts

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Wealth teams

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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