BENTALLGREENOAK STRATEGIC CAPITAL PARTNERS
Latest filing: Apr 24, 2024 (361 days ago)
AUM
$3,542,411,003
0% change vs. 1 year ago
23% change vs. 3 years ago
30% change vs. 5 years ago
79% change vs. 10 years ago
Employee Count
32
0% change vs. 1 year ago
-14% change vs. 3 years ago
-11% change vs. 5 years ago
-16% change vs. 10 years ago
Main Office
NEW YORK, NY
399 PARK AVENUE, NEW YORK, NY, UNITED STATES, 10022
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $3.0 |
| Non-Discretionary | $0.6 |
| Total | $3.5 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $3.5 |
| Institutional | $0.0 |
| Total | $3.5 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.0 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| MASSACHUSETTS FINANCIAL SERVICES COMPANY | $454.3 | 110045 | |
| MFS INSTITUTIONAL ADVISORS INC. | $128.5 | 107144 | |
| SUN LIFE CAPITAL MANAGEMENT (U.S.) LLC | $69.5 | 109684 | |
| CRESCENT CAPITAL GROUP LP | $42.6 | 153966 | |
| BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP | $24.7 | 111470 | |
| BGO US REAL ESTATE LP | $16.1 | 157034 | |
| CRESCENT CAP ADVISORS, LLC | $1.8 | 175430 | |
| MREP-SCIF II GP, L.P. | $0.0 | - | |
| MREP5, LLC | $0.0 | - | |
| MREP6, LLC | $0.0 | - | |
| MREP9, LLC | $0.0 | - | |
| MREP CO-INVESTMENTS K GP, LLC | $0.0 | - | |
| SUN LIFE ASSURANCE COMPANY OF CANADA | $0.0 | - | |
| MFS FUND DISTRIBUTORS, INC. | $0.0 | broker-dealer | 31052 |
| MREP-DS2, LLC | $0.0 | - | |
| MREP-SCIF, LLC | $0.0 | - | |
| SUN LIFE CAPITAL MANAGEMENT (CANADA) INC. | $0.0 | - | |
| MREP-SCIF II B MANAGER, LLC | $0.0 | - | |
| MREPGLOBAL7, LLC | $0.0 | - | |
| MREPINTL4, LLC | $0.0 | - | |
| MREPGLOBAL5, LLC | $0.0 | - | |
| MREP4, LLC | $0.0 | - | |
| MREP8, LLC | $0.0 | - | |
| MRE TERRA GP, L.P. | $0.0 | - | |
| MREPINTL6, LLC | $0.0 | - | |
| MREP (SECOND) GP II, L.P. | $0.0 | - | |
| MREPINTL2, LLC | $0.0 | - | |
| MREPGLOBAL4, LLC | $0.0 | - | |
| MREPINTL5, LLC | $0.0 | - | |
| MREPGLOBAL2, LLC | $0.0 | - | |
| MREP 2008-DCIF, LLC | $0.0 | - | |
| METROPOLITAN MD GP, L.P. | $0.0 | - | |
| MREP SCIF B MANAGER, LLC | $0.0 | - | |
| MREPGLOBAL3, LLC | $0.0 | - | |
| ADVISORS ASSET MANAGEMENT, INC. | $0.0 | broker-dealer | - |
| TCW-WLA JV VENTURE LLC | $0.0 | 154760 | |
| SEPULVEDA DISTRIBUTORS LLC | $0.0 | broker-dealer | 166535 |
| BGO CAPITAL (CANADA) INC. | $0.0 | broker-dealer | - |
| BENTALLGREENOAK REAL ESTATE US LLC | $0.0 | broker-dealer | 157909 |
| MREPINTL3, LLC | $0.0 | - | |
| MREPGLOBAL6, LLC | $0.0 | - | |
| MREP10, LLC | $0.0 | - | |
| MREP7, LLC | $0.0 | - | |
| MRE TPSF GP, L.P. | $0.0 | - | |
| INFRARED CAPITAL PARTNERS LIMITED | $0.0 | 161187 | |
| SUN LIFE INSTITUTIONAL DISTRIBUTORS (U.S.) LLC | $0.0 | broker-dealer | 170062 |
| MREP (SECOND) GP, L.P. | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
31 active
| Name | Title |
|---|---|
| CARRAFIELL, JOHN, ANTHONY | LIMITED PARTNER |
| CAMPBELL, MATTHEW, GEORGE ANGUS | MANAGING PARTNER, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER |
| KALSI, KARAMJIT, SINGH | OWNER |
| YOON, ANDREW, YOUNG | CHIEF OPERATING OFFICER |
| GILL, DEVINDER | CHIEF FINANCIAL OFFICER |
| SO, JOHN | MANAGING DIRECTOR |
| NIEHAUS, CHRISTOPHER, J | MANAGING PARTNER |
| ABOULZELOF, CHERINE | MANAGING DIRECTOR |
ADVDB.CO • SOURCE: SEC
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-03-06 | $3.5 | $0.0 | 0% | 32 | 0 | 0% |
| 2024-04-02 | $3.5 | $0.0 | 0% | 32 | 0 | 0% |
| 2023-04-04 | $3.7 | -$0.2 | -5% | 24 | 8 | 33% |
| 2022-04-01 | $2.9 | $0.7 | 23% | 37 | -5 | -14% |
| 2021-04-05 | $2.6 | $1.0 | 37% | 37 | -5 | -14% |
| 2020-04-01 | $2.7 | $0.8 | 30% | 36 | -4 | -11% |
| 2019-04-01 | $2.7 | $0.9 | 34% | 37 | -5 | -14% |
| 2018-04-02 | $2.0 | $1.6 | 78% | 37 | -5 | -14% |
| 2017-04-01 | $1.7 | $1.8 | 109% | 39 | -7 | -18% |
| 2016-04-01 | $2.0 | $1.5 | 76% | 40 | -8 | -20% |
| 2015-04-01 | $2.0 | $1.6 | 79% | 38 | -6 | -16% |
| 2014-04-01 | $2.1 | $1.5 | 70% | 30 | 2 | 7% |
| 2013-04-01 | $2.2 | $1.4 | 63% | 40 | -8 | -20% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| NY, NY-03/29/2023 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) MANAGER SELECTION |
| OTHER ACTIVITIES |
|
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV