BENTALLGREENOAK STRATEGIC CAPITAL PARTNERS

RIASEC RegisteredEst. 2006

Total AUM

$3.5B

Discretionary

$3B

85% of AUM

Avg account

$40.9M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 137813
Registered since: January 6, 2006
Website: www.bentallgreenoak.com
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 an SEC-registered limited liability company formed in 2006 that operates as a real-estate-focused investment adviser serving institutional clients. The firm functions as manager and sponsor of pooled investment vehicles and is also registered as a CPO/CTA. Its advisory remit includes portfolio management for pooled vehicles and the selection of third‑party advisers. Compensation is a mix of percentage-of-assets and performance-based fees, consistent with fund-oriented real estate strategies. The firm is identified as an active ESG investor and maintains industry relationships across broker‑dealers, other investment advisers, trust companies, insurance companies, real estate brokers, and sponsor/GP roles in pooled vehicles.