Form D · Other Real Estate

BentallGreenOak US IV, LP

New York, NY · CIK 0001891407

Offering snapshot reported Sep 27, 2023 · SEC filing

Reported sold: $97.6M
Investors reported: 5
Minimum accepted: $0
First sale: Oct 18, 2021

Fundraising history

Reported sold

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

Reported sold$82,600,000 → $97,600,000

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Sep 27, 2023	Amendment	$97,600,000	$15,000,000vs Oct 13, 2022	5	SEC filing
Oct 13, 2022	Amendment	$82,600,000	$39,100,000vs Nov 3, 2021	5	SEC filing
Nov 3, 2021	Initial	$43,500,000	No comparison	1	SEC filing

Offering details

Securities: Equity, Pooled investment fund
Exemptions: 06b, 3C, 3C.7
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-419598

Source: Form D, filed Sep 27, 2023. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

BENTALLGREENOAK US IV, LP

Investment adviser: BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP

Gross asset value: $233M
Beneficial owners: 2
ADV minimum commitment: $5M

Reported in Form ADV on Jul 30, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator ALTER DOMUS BREA, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor ERNST & YOUNG NEW YORK, New York, United States

Custodian CITIBANK, NA NEW YORK, New York, United States Related to adviser: No

Marketer BENTALLGREENOAK REAL ESTATE US LLC NEW YORK, New York, United States Related to adviser: Yes

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

ERNST & YOUNG
PCAOB 42

BENTALLGREENOAK REAL ESTATE US LLC
CRD 157909 · SEC 8-68869

Filing source

Form ADV 2122856 · Jul 30, 2026 · Schedule D 7.B.(1), fund 805-5550971935

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
Name	Reported role
Bentall Green Oak Us Gp Iv, Lp	Promoter
Karamjit Kalsi	Executive
Andrew Yoon	Executive

Issuer details

Industry: Other Real Estate (See others in industry)

Address:

399 Park Avenue 18 Th Floor
New York, NY, 10022