BGO US REAL ESTATE LP
Latest filing: Jun 11, 2025 (146 days ago)
AUM
$18,280,713,315
14% change vs. 1 year ago
37% change vs. 3 years ago
86% change vs. 5 years ago
628% change vs. 10 years ago
Employee Count
103
8% change vs. 1 year ago
-2% change vs. 3 years ago
-2% change vs. 5 years ago
129% change vs. 10 years ago
Main Office
NEW YORK, NY
399 PARK AVENUE, NEW YORK, NY, UNITED STATES, 10022
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $18.3 |
| Non-Discretionary | $0.0 |
| Total | $18.3 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $18.3 |
| Institutional | $0.0 |
| Total | $18.3 |
| 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 | $473.0 | 110045 | |
| SUN LIFE CAPITAL MANAGEMENT (U.S.) LLC | $69.1 | 109684 | |
| CRESCENT CAPITAL GROUP LP | $43.8 | 153966 | |
| BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP | $24.7 | 111470 | |
| BENTALLGREENOAK STRATEGIC CAPITAL PARTNERS LLC | $3.5 | 137813 | |
| CRESCENT CAP ADVISORS, LLC | $1.9 | 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 % ∆ |
|---|---|---|---|---|---|---|
| 2025-08-01 | $18.3 | $0.0 | 0% | 103 | 0 | 0% |
| 2025-04-21 | $18.3 | $0.0 | 0% | 103 | 0 | 0% |
| 2024-04-02 | $16.1 | $2.2 | 14% | 95 | 8 | 8% |
| 2023-04-04 | $15.9 | $2.4 | 15% | 96 | 7 | 7% |
| 2022-04-01 | $13.3 | $5.0 | 37% | 105 | -2 | -2% |
| 2021-04-05 | $11.6 | $6.6 | 57% | 105 | -2 | -2% |
| 2020-04-01 | $9.8 | $8.5 | 86% | 105 | -2 | -2% |
| 2019-04-01 | $5.9 | $12.4 | 212% | 95 | 8 | 8% |
| 2018-04-02 | $5.7 | $12.5 | 219% | 91 | 12 | 13% |
| 2017-04-01 | $4.0 | $14.3 | 358% | 75 | 28 | 37% |
| 2016-04-01 | $2.8 | $15.4 | 545% | 59 | 44 | 75% |
| 2015-04-01 | $2.5 | $15.8 | 628% | 45 | 58 | 129% |
| 2014-04-01 | $1.7 | $16.6 | 974% | 40 | 63 | 158% |
| 2013-04-01 | $0.9 | $17.4 | 1946% | 38 | 65 | 171% |
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