Investment adviser · CRD 111470
BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP
Investment adviser filing (IA)
SEATTLE, WA, United States · Form ADV filed Jul 30, 2026
- Regulatory AUM
- $24.1B Form ADV · Item 5.F
- Client accounts
- 17 Accounts, not individual clients
- Employees
- 127 Reported in this filing
- Advisory professionals
- 16 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Banks & thrifts | 2 | $9,915,000,000 | 41.2% |
| Retirement plans | 4 | $7,248,000,000 | 30.1% |
| Pooled investment vehicles | 9 | $5,912,000,000 | 24.6% |
| Insurance companies | 2 | $992,000,000 | 4.1% |
Filing source
Form ADV 2122856 · Jul 30, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
24 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
BGO PRIME INDUSTRIAL DEVELOPMENT CO-INVESTMENT LPReal Estate Fund · Last reported Jul 30, 2026$163KGross asset value
Form D fundraising filings
BGO Prime Industrial Development Co-Investment LP
Feeder funds
- BGO PRIME INDUSTRIAL DEVELOPMENT CO-INVESTMENT FEEDER LP
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
ERNST AND YOUNG
PCAOB 42
Fund details & source
- Fund ID
- 805-9495612529
- Reported beneficial owners
- 21
- Minimum commitment
- $5M
- Form D file number
- 021-525750
Form ADV 2122856 · Jul 30, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
NEWTOWER TRUST COMPANY MULTI-EMPLOYER PROPERTY TRUSTOther Private Fund · Last reported Sep 12, 2014$6.84BGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- Yes
LBC CAPITAL PARTNERS LLC
CRD 148245 · SEC 8-67990
Fund details & source
- Fund ID
- 805-4627894966
- Reported beneficial owners
- 317
- Minimum commitment
- $0
Form ADV 844530 · Sep 12, 2014 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
BENTALLGREENOAK US LENDING C LPReal Estate Fund · Last reported Aug 6, 2025$0Gross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
ERNST AND YOUNG
PCAOB 42
Fund details & source
- Fund ID
- 805-4493178906
- Reported beneficial owners
- 0
- Minimum commitment
- $5M
- Form D file number
- 021-1503872
Form ADV 1999859 · Aug 6, 2025 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Jul 30, 2026. View historical filings
Reported services
Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets · Performance-based
Principal office
1201 THIRD AVENUE, SUITE 3000SEATTLE, WA, 98101, United States
CRD 111470
Filing source
Form ADV 2122856 · Jul 30, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.