BGO US Real Estate LP

RIASEC RegisteredEst. 2012
Total AUM
$24.1B
Discretionary
$24.1B
100% of AUM
Avg account
$91.4M
Accounts
264
Employees
103
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
157034
Registered since
March 30, 2012
Website
bgo.com
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

BGO US Real Estate LP is a limited partnership organized as a real estate fund manager that serves institutional investors. Registered with the SEC in 2012, the firm operates as a sponsor and manager of pooled investment vehicles and also conducts real estate brokerage activity. Its advisory mandate centers on portfolio management for pooled vehicles rather than acting as a capital allocator to third-party managers. The firm’s business model includes sponsor/GP roles and a suite of related industry activities: broker-dealer involvement, adviser services beyond the pooled vehicles, commodity pool operator/CTA and trust/insurance company relationships are recorded among its affiliations. Fee arrangements combine asset-based management charges with performance-linked fees and other fee components. BGO US Real Estate LP does not identify as an active ESG investor and is not listed as a multi-state adviser.

Assets & Accounts

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

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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

  • John Carrafiell

    John Carrafiell

    Co-CEO and CIOCRD 1748512

Contacts

2 of 2
  • Lori Biancamano

    Lori Biancamano

    Managing PartnerCRD 4692427

  • Matthew Campbell

    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

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