Bentallgreenoak (U.S.) Limited Partnership
- Regulatory AUM
- $24.1B
- Discretionary
- $13.4B
- Clients
- 17
- Avg AUM / client
- $1.4B
- Accounts
- 17
- Employees
- 127
AUM over time
Annual snapshots from Form ADV filings · as of Jul 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Banking or thrift institutions | 2 | $9.9B | 41.2% |
| Pooled investment vehicles (non-investment companies) | 9 | $5.9B | 24.6% |
| Pension and profit sharing plans | 4 | $7.2B | 30.1% |
| Insurance companies | 2 | $992M | 4.12% |
Private funds (18)
View all →Reported in Form ADV Section 7.B.(1), filing of May 2024 · $13.4B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Bgo Diversified Us Property Fund Lp | Other Private Fund | Delaware | $9.5B | 70 |
| Bentallgreenoak Us Core Plus Fund Lp | Other Private Fund | Delaware | $2.0B | 28 |
| Bentallgreenoak Us Cold Storage Lp | Real Estate Fund | Delaware | $411M | 27 |
| Bentallgreenoak Us Lending A Lp | Real Estate Fund | Delaware | $370M | 5 |
| Bgo Prime Industrial Development Partnership Lp feeder | Other Private Fund | Delaware | $265M | 4 |
| Bentallgreenoak Us Parallel Iv F, Lp | Real Estate Fund | Delaware | $236M | 2 |
| Bgo Prime Industrial Development Parallel F Partnership Lp feeder | Other Private Fund | Delaware | $138M | 4 |
| Bentallgreenoak Us Iv, Lp | Real Estate Fund | Delaware | $92.4M | 2 |
| Bentallgreenoak Us Parallel Iv Q, Lp | Real Estate Fund | Delaware | $78.7M | 1 |
| Bentallgreenoak Us Parallel Iv A, Lp | Real Estate Fund | Delaware | $72.9M | 2 |
| Bentallgreenoak Us Cold Storage Parallel Q Lp | Real Estate Fund | Delaware | $56.8M | 2 |
| Bentallgreenoak Us Cold Storage Parallel F Lp | Real Estate Fund | Delaware | $41.7M | 1 |
| Bentallgreenoak Us Core Plus Parallel, Lp | Other Private Fund | Delaware | $39.5M | 1 |
| Bgo Us Lending Side Car Fund, Lp | Real Estate Fund | Delaware | $11.8M | 1 |
| Bgo Daily Value Fund, Lp | Other Private Fund | Delaware | $8.4M | 2 |
People (12)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kalsi, Karamjit, Singh | Co Chief Executive Officer And Director Of The Board | May 2010 (16y) | ≈ 4.69% – 25% via Dharma Real Estate, Llc | |
| Campbell, Matthew, George Angus | Managing Partner, General Counsel, Chief Compliance Officer | May 2014 (12y) | Less than 5% | |
| Peacher, Stephen, C | Director And Chair Of The Board | Sep 2015 (11y) | Less than 5% | |
| Carrafiell, John, Anthony | Limited Partner | Jul 2019 (7y) | ≈ 6.25% – 25% via Go Equity 1 Lp | |
| Griffith, Reade, Eugene | Director Of The Board | Jul 2019 (7y) | Less than 5% | |
| Niehaus, Christopher, J | Managing Partner, Co Head Of Us | Jul 2019 (7y) | Less than 5% | |
| Yoon, Andrew, Young | Chief Operating Officer | Jul 2019 (7y) | Less than 5% | |
| Price, Amy, Gunther | President And Director Of The Board | Jan 2021 (6y) | Less than 5% | |
| Gill, Devinder | Chief Financial Officer | Mar 2021 (5y) | Less than 5% | |
| Brown, Randolph, Brill | Director Of The Board | Dec 2022 (4y) | Less than 5% | |
| Deacon, Timothy, Girdwood | Director Of The Board | Apr 2023 (3y) | Less than 5% | |
| Kennedy, Melissa, Jane | Director Of The Board | Jan 2024 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Sl Investment Us Re Holdings 2009 1, Inc. | Limited Partner | Mar 2021 | A | 50% – 75% |
| Go Equity 1 Lp | Limited Partner | Jul 2019 | A | 25% – 50% |
| Bentallgreenoak (U.S.) G.P. Llc | General Partner | Aug 2006 | A | Less than 5% |
| Sun Life Financial Inc. | Sole Shareholder | Sep 2015 | B | 75% or more of Sun Life Global Investments Inc. (indirect) |
| Sun Life Global Investments Inc. | Sole Shareholder | Sep 2015 | B | 75% or more of Sun Life 2007 1 Financing Corp. (indirect) |
| Sun Life Assurance Company Of Canada U.S. Operations Holdings, Inc. | Sole Shareholder | Sep 2015 | B | 75% or more of Sun Life Financial (U.S.) Holdings, Inc. (indirect) |
| Sun Life Financial (U.S.) Holdings, Inc. | Sole Shareholder | Sep 2015 | B | 75% or more of Sun Life Financial (U.S.) Investments Llc (indirect) |
| Sun Life Financial (U.S.) Investments Llc | Sole Shareholder | Sep 2015 | B | 75% or more of Sun Life Investment Management U.S., Inc. (indirect) |
| Sun Life 2007 1 Financing Corp. | Sole Shareholder | Nov 2016 | B | 75% or more of Sun Life Assurance Company Of Canada U.S. Operations Holdings, Inc. (indirect) |
| Sun Life Investment Management U.S., Inc. | Owner | Jul 2019 | B | 75% or more of Go Equity Gp Llc (indirect) |
| Tetragon Bgo Holdings Ii Llc | Limited Partner | Jul 2019 | B | ≈ 4.69% – 25% via Tetragon Go Equity Holdings Lp |
| Tetragon Capital Management Llc | Owner | Jul 2019 | B | ≈ 3.52% – 25% via Tetragon Bgo Holdings Ii Llc |
| Tfg Asset Management Uk Limited | Owner | Jul 2019 | B | ≈ 2.64% – 25% via Tetragon Capital Management Llc |
| Tfg Asset Management Lp | Owner | Jul 2019 | B | ≈ 1.98% – 25% via Tfg Asset Management Uk Limited |
| Tfg Asset Management Topco Ltd. | Owner | Jul 2019 | B | ≈ 1.48% – 25% via Tfg Asset Management Lp |
| Tetragon Financial Group Limited | Owner | Jul 2019 | B | ≈ 1.11% – 25% via Tfg Asset Management Topco Ltd. |
| Dharma Real Estate, Llc | Limited Partner | Jul 2019 | B | ≈ 6.25% – 25% via Go Equity 1 Lp |
| Tetragon Go Equity Holdings Lp | Limited Partner | Jul 2019 | B | ≈ 6.25% – 25% via Go Equity 1 Lp |
| Go Equity Gp Llc | General Partner | Jul 2019 | B | GP / trustee / elected manager of Go Equity 1 Lp (indirect) |
| Tetragon Go Equity Holdings Gp, Llc | General Partner | Jul 2019 | B | GP / trustee / elected manager of Tetragon Go Equity Holdings Lp (indirect) |
Undisclosed: 0% – 5% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Kalsi, Karamjit, Singh: 75% – 100% of Dharma Real Estate, Llc × 25% – 50% of Go Equity 1 Lp × 25% – 50% direct ≈ 4.69% – 25% of the firm
- Carrafiell, John, Anthony: 25% – 50% of Go Equity 1 Lp × 25% – 50% direct ≈ 6.25% – 25% of the firm
- Tetragon Bgo Holdings Ii Llc: 75% – 100% of Tetragon Go Equity Holdings Lp × 25% – 50% of Go Equity 1 Lp × 25% – 50% direct ≈ 4.69% – 25% of the firm
- Tetragon Capital Management Llc: 75% – 100% of Tetragon Bgo Holdings Ii Llc × 75% – 100% of Tetragon Go Equity Holdings Lp × 25% – 50% of Go Equity 1 Lp × 25% – 50% direct ≈ 3.52% – 25% of the firm
- Tfg Asset Management Uk Limited: 75% – 100% of Tetragon Capital Management Llc × 75% – 100% of Tetragon Bgo Holdings Ii Llc × 75% – 100% of Tetragon Go Equity Holdings Lp × 25% – 50% of Go Equity 1 Lp × 25% – 50% direct ≈ 2.64% – 25% of the firm
- Tfg Asset Management Lp: 75% – 100% of Tfg Asset Management Uk Limited × 75% – 100% of Tetragon Capital Management Llc × 75% – 100% of Tetragon Bgo Holdings Ii Llc × 75% – 100% of Tetragon Go Equity Holdings Lp × 25% – 50% of Go Equity 1 Lp × 25% – 50% direct ≈ 1.98% – 25% of the firm
- Tfg Asset Management Topco Ltd.: 75% – 100% of Tfg Asset Management Lp × 75% – 100% of Tfg Asset Management Uk Limited × 75% – 100% of Tetragon Capital Management Llc × 75% – 100% of Tetragon Bgo Holdings Ii Llc × 75% – 100% of Tetragon Go Equity Holdings Lp × 25% – 50% of Go Equity 1 Lp × 25% – 50% direct ≈ 1.48% – 25% of the firm
- Tetragon Financial Group Limited: 75% – 100% of Tfg Asset Management Topco Ltd. × 75% – 100% of Tfg Asset Management Lp × 75% – 100% of Tfg Asset Management Uk Limited × 75% – 100% of Tetragon Capital Management Llc × 75% – 100% of Tetragon Bgo Holdings Ii Llc × 75% – 100% of Tetragon Go Equity Holdings Lp × 25% – 50% of Go Equity 1 Lp × 25% – 50% direct ≈ 1.11% – 25% of the firm
- Dharma Real Estate, Llc: 25% – 50% of Go Equity 1 Lp × 25% – 50% direct ≈ 6.25% – 25% of the firm
- Tetragon Go Equity Holdings Lp: 25% – 50% of Go Equity 1 Lp × 25% – 50% direct ≈ 6.25% – 25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (18, $13.4B gross assets)
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/28/2026 | 7 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
Allegations: CBOT ALLEGED VIOLATIONS BY SLF OF CBOT (LEGACY) RULE 432 AND RULE 534, RELATED TO TWO TRADES ON GLOBEX TOTALING 989 SEPT 2012 ULTRA TREASURY BOND FUTURES CONTRACTS. Status: Final Sanction Detail: A MONETARY FINE WAS PAID TO CBOT ON 10/28/14 Summary: EFFECTIVE OCTOBER 27, 2014, SLF, THE ULTIMATE PARENT COMPANY OF PRIME ADVISERS, WITHOUT ADMITTING OR DENYING RULE VIOLATIONS, AGREED TO PAY A PENALTY OF $50,000.00 TO SETTTLE A MATTER WITH CBOT RELATED TO ALLEGED VIOLATIONS OF CBOT (LEGACY) 432 (FAILURE TO DLIGENTLY SUPERVISE ITS EMPLOYEES AND AGENTS IN THE CONDUCT OF THEIR BUSINESS RELATED TO THE EXCHANGE) AND RULE 534 (PROHIBITION ON WASH TRADES). THIS MATTER INVOLVED TWO MATCHING TRADES ON GLOBEX TOTALING 989 SEPTEMBER 2012 ULTRA TREASURY BOND FUTURES CONTRACTS FOR INDEPENDENT BUSINESS REASONS ON BEHALF OF TWO DIFFERENT INSURANCE COMPANY SUBSIDIARIES OF SLF, FOR WHICH SLF, AS THE THEN ULTIMATE PARENT COMPANY OF BOTH WAS DEEMED TO MAINTAIN BENEFICIAL OWNERSHIP OF THE CONTRACTS ON BOTH SIDES OF THE TRADE. IN MITIGATION, FOLLOWING THIS OCCURENCE, THE SLF SUBSIDIARIES IMPLEMENTED TRAINING PROGRAMS REGARDING THE RULES OF SUCH EXCHANGE.
Disclosure text reproduced verbatim from the firm's own Form ADV filings.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 30, 2026.
View current Form ADV (SEC/IAPD) ↗