BGO US REAL ESTATE LP
Latest filing: Jul 29, 2024 (265 days ago)
AUM
$16,055,523,118
0% change vs. 1 year ago
21% change vs. 3 years ago
64% change vs. 5 years ago
539% change vs. 10 years ago
Employee Count
95
0% change vs. 1 year ago
-10% change vs. 3 years ago
-10% change vs. 5 years ago
111% change vs. 10 years ago
Main Office
NEW YORK, NY
399 PARK AVENUE, NEW YORK, NY, UNITED STATES, 10022
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $16.1 |
| Non-Discretionary | $0.0 |
| Total | $16.1 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $16.1 |
| Institutional | $0.0 |
| Total | $16.1 |
| 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 | |
| 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 | |
| BENTALLGREENOAK STRATEGIC CAPITAL PARTNERS LLC | $3.5 | 137813 | |
| CRESCENT CAP ADVISORS, LLC | $1.8 | 175430 | |
| INFRARED CAPITAL PARTNERS LIMITED | $0.0 | 161187 | |
| GREENOAK UK SECURED LENDING II GP LTD | $0.0 | - | |
| GO EUROPE ADVISOR, LP | $0.0 | - | |
| GREENOAK EUROPE II GP, LP | $0.0 | - | |
| GREENOAK UK SECURED LENDING GP LTD. | $0.0 | - | |
| GREENOAK SPAIN GP LTD. | $0.0 | - | |
| GREENOAK EUROPE CORE PLUS LOGISTICS GP S.A R.L. | $0.0 | - | |
| GREENOAK ASIA GP II, LP | $0.0 | - | |
| GREENOAK US GP, LP | $0.0 | - | |
| BGO CAPITAL (CANADA) INC. | $0.0 | broker-dealer | - |
| SUN LIFE INSTITUTIONAL DISTRIBUTORS (U.S.) LLC | $0.0 | broker-dealer | 170062 |
| BENTALLGREENOAK ASIA ADVISOR LP | $0.0 | - | |
| INDEPENDENCE LIFE AND ANNUITY COMPANY | $0.0 | - | |
| GREENOAK JAPAN GP, LP | $0.0 | - | |
| GREENOAK US GP II, LP | $0.0 | - | |
| GO EQUITY GP LLC | $0.0 | - | |
| NEWTOWER TRUST COMPANY | $0.0 | trust company | - |
| SUN LIFE FINANCIAL (U.S.) REINSURANCE COMPANY | $0.0 | - | |
| GREENOAK EUROPE SECURED LENDING GP S.A.R.L. | $0.0 | - | |
| SUN LIFE CAPITAL MANAGEMENT (CANADA) INC. | $0.0 | - | |
| SEPULVEDA DISTRIBUTORS LLC | $0.0 | broker-dealer | 166535 |
| TCW-WLA JV VENTURE LLC | $0.0 | 154760 | |
| GREENOAK INDIA INVESTMENT ADVISORS PRIVATE LIMITED | $0.0 | - | |
| GREENOAK MC CORE PLUS GP, LLC | $0.0 | - | |
| BENTALLGREENOAK REAL ESTATE US LLC | $0.0 | broker-dealer | 157909 |
| ADVISORS ASSET MANAGEMENT, INC. | $0.0 | broker-dealer | - |
| SUN LIFE ASSURANCE COMPANY OF CANADA | $0.0 | - | |
| SUN LIFE AND HEALTH INSURANCE COMPANY (U.S.) | $0.0 | - | |
| GREENOAK US (EU PARALLEL) GP S.A.R. L. | $0.0 | - | |
| GREENOAK US GP III, LP | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
33 active
| Name | Title |
|---|---|
| KALSI, KARAMJIT, SINGH | CO-CHIEF EXECUTIVE OFFICER & CHIEF INVESTMENT OFFICER, MEMBER |
| CARRAFIELL, JOHN, ANTHONY | CO-CHIEF EXECUTIVE OFFICER & CHIEF INVESTMENT OFFICER, LIMITED PARTNER |
| YOON, ANDREW, YOUNG | CHIEF OPERATING OFFICER |
| BIANCAMANO, LORI, ANN | CHIEF FINANCIAL OFFICER |
| CAMPBELL, MATTHEW, GEORGE ANGUS | MANAGING PARTNER, GENERAL COUNSEL, CHIEF RISK OFFICER & CHIEF COMPLIANCE OFFICER |
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 | $16.1 | $0.0 | 0% | 95 | 0 | 0% |
| 2024-04-02 | $16.1 | $0.0 | 0% | 95 | 0 | 0% |
| 2023-04-04 | $15.9 | $0.2 | 1% | 96 | -1 | -1% |
| 2022-04-01 | $13.3 | $2.8 | 21% | 105 | -10 | -10% |
| 2021-04-05 | $11.6 | $4.4 | 38% | 105 | -10 | -10% |
| 2020-04-01 | $9.8 | $6.2 | 64% | 105 | -10 | -10% |
| 2019-04-01 | $5.9 | $10.2 | 174% | 95 | 0 | 0% |
| 2018-04-02 | $5.7 | $10.3 | 180% | 91 | 4 | 4% |
| 2017-04-01 | $4.0 | $12.1 | 303% | 75 | 20 | 27% |
| 2016-04-01 | $2.8 | $13.2 | 467% | 59 | 36 | 61% |
| 2015-04-01 | $2.5 | $13.5 | 539% | 45 | 50 | 111% |
| 2014-04-01 | $1.7 | $14.4 | 843% | 40 | 55 | 138% |
| 2013-04-01 | $0.9 | $15.2 | 1697% | 38 | 57 | 150% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| NY, CA-03/31/2020, FL-03/29/2023, NY-03/31/2020 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) |
| OTHER ACTIVITIES |
|
REAL ESTATE AGENT |
ADVDB.CO • SOURCE: SEC FORM ADV