BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP

RIASEC RegisteredEst. 1985
Total AUM
$24.1B
Discretionary
$13.4B
56% of AUM
Avg account
$1.4B
Accounts
17
Employees
127
Advisory reps
6

Firm details

Headquarters
SEATTLE, Washington
CRD number
111470
Registered since
July 25, 1985
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Banking / Thrift Institutions41.2%
  • Pension & Profit Sharing Plans30.12%
  • Pooled Investment Vehicles24.56%
  • Insurance Companies4.12%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Bentallgreenoak (U.S) Limited Partnership is a U.S.-registered limited partnership focused on real estate investing and management. The firm is classified as a real estate fund manager and provides portfolio management for pooled investment vehicles as well as for businesses and institutional investors. Beyond asset management, the firm operates as a real estate broker and serves in sponsor/GP roles for pooled vehicles, indicating involvement across deal sourcing, structuring and ongoing asset oversight. The firm charges both a percentage-of-assets fee and performance-based fees. Its client base is institutional; it does not identify as an active ESG investor and is not registered as a multi-state adviser. Bentallgreenoak (U.S) Limited Partnership has been SEC-registered since 1985.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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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

Asset composition

Asset composition: Other 98%, Non-Exchange Traded Equities 1%, Cash & Cash Equivalents 1%98%
  • Other98%
  • Non-Exchange Traded Equities1%
  • Cash & Cash Equivalents1%

Owners & executives

3 of 4
  • ANDREW YOON

    Managing Partner, CCO and COOCRD 4007049

  • KARAMJIT KALSI

    Co-CEOCRD 2085405

  • Devinder Gill

    Managing Partner and Chief Investment OfficerCRD 7355048

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Contacts

2 of 2
  • CHRISTOPHER NIEHAUS

    Non-Executive Chair of the Board of DirectorsCRD 2036937

  • MATTHEW CAMPBELL

    Managing PartnerCRD 6279758

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

SEATTLE, WA

KING

Location

SEATTLE, WA

Headquartered in SEATTLE, WA, anchoring the Seattle-Tacoma, WA metro in the West.

Metro area
Seattle-Tacoma, WA
Region
West
County
KING
Address
1201 3rd Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth