Bgo Us Real Estate Lp
SEC-registered
Private Fund Manager · Large ($10B–$100B)
CRD 157034
· SEC file 801-73605
· New York, NY
· bentallgreenoak.com
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ADV data as of Jul 30, 2026
- Regulatory AUM
- $24.1B
- Discretionary
- $24.1B
- Clients
- 264
- Avg AUM / client
- $91.4M
- Accounts
- 264
- Employees
- 103
AUM over time
$118M
$24.1B
Dec 2011
Jul 2026
Annual snapshots from Form ADV filings · as of Jul 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 264 | $24.1B | 100.0% |
Private funds (39)
View all →Reported in Form ADV Section 7.B.(1), filing of Jul 2024 · $7.9B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Greenoak Europe Iii, Lp master | Real Estate Fund | Cayman Islands | $991M | 56 |
| Greenoak Us Iii, Lp master | Real Estate Fund | Delaware | $710M | 58 |
| West End Of London Property Unit Trust | Real Estate Fund | Luxembourg | $676M | 9 |
| Greenoak Europe Core Plus Logistics Scsp | Real Estate Fund | Luxembourg | $614M | 28 |
| Greenoak Europe Secured Lending Ii Slp | Real Estate Fund | Luxembourg | $550M | 30 |
| Bentallgreenoak Europe Iv, Lp master | Real Estate Fund | Cayman Islands | $391M | 21 |
| 105 Vs | Real Estate Fund | Jersey | $377M | 4 |
| Bentallgreenoak Europe (Lux) Iv, Scsp | Real Estate Fund | Luxembourg | $352M | 11 |
| Bentallgreenoak Europe Core Plus Logistics Scsp Sicav Raif | Real Estate Fund | Luxembourg | $347M | 6 |
| Greenoak Uk Secured Lending Ii Lp | Real Estate Fund | Jersey | $270M | 26 |
| Mc Greenoak Core Plus Fund, Lp master | Real Estate Fund | Cayman Islands | $250M | 28 |
| Greenoak Europe Ii, Lp master | Real Estate Fund | Cayman Islands | $215M | 53 |
| Greenoak Us Parallel Iii F, Lp | Real Estate Fund | Delaware | $208M | 8 |
| Greenoak Europe Secured Lending Slp | Real Estate Fund | Luxembourg | $204M | 21 |
| Bentallgreenoak Uk Secured Lending Iii Lp | Real Estate Fund | Jersey | $176M | 36 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kalsi, Karamjit, Singh | Co Chief Executive Officer & Chief Investment Officer | May 2010 (16y) | ≈ 3.52% – 25% via Dharma Real Estate, Llc | |
| Carrafiell, John, Anthony | Co Chief Executive Officer & Chief Investment Officer | Sep 2010 (16y) | ≈ 4.69% – 25% via Go Equity 1 Lp | |
| Yoon, Andrew, Young | Chief Operating Officer | Sep 2010 (16y) | Less than 5% | |
| Biancamano, Lori, Ann | Chief Financial Officer | Feb 2016 (11y) | Less than 5% | |
| Campbell, Matthew, George Angus | Managing Partner, General Counsel, Chief Risk Officer & Chief Compliance Officer | Nov 2019 (7y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Bentallgreenoak (U.S.) Limited Partnership | Limited Partner | Jul 2019 | A | 75% or more |
| Go Equity Gp Llc | General Partner | Jul 2019 | A | Less than 5% |
| Tfg Asset Management Uk Limited | Member | Oct 2012 | B | ≈ 1.98% – 25% via Tetragon Capital Management Llc |
| Tfg Asset Management L.P. | Member | Oct 2012 | B | ≈ 1.48% – 25% via Tfg Asset Management Uk Limited |
| Tfg Asset Management Topco Ltd. | Limited Partner | Oct 2012 | B | ≈ 1.11% – 25% via Tfg Asset Management L.P. |
| Tetragon Financial Group Limited | Member | Dec 2018 | B | ≈ 0.83% – 25% via Tfg Asset Management Topco Ltd. |
| Sun Life Financial (U.S.) Investments Llc | Sole Shareholder | Jul 2019 | B | ≈ 28.13% – 75% via Sun Life Investment Management U.S., Inc. |
| Sun Life Financial (U.S.) Holdings, Inc. | Sole Shareholder | Sep 2015 | B | ≈ 21.09% – 75% via Sun Life Financial (U.S.) Investments Llc |
| Sun Life Assurance Company Of Canada U.S. Operations Holdings, Inc. | Sole Shareholder | Sep 2015 | B | ≈ 15.82% – 75% via Sun Life Financial (U.S.) Holdings, Inc. |
| Sun Life 2007 1 Financing Corp. | Sole Shareholder | Nov 2016 | B | ≈ 11.87% – 75% via Sun Life Assurance Company Of Canada U.S. Operations Holdings, Inc. |
| Sun Life Global Investments Inc. | Sole Shareholder | Sep 2015 | B | ≈ 8.9% – 75% via Sun Life 2007 1 Financing Corp. |
| Sun Life Financial Inc. | Sole Shareholder | Sep 2015 | B | ≈ 6.67% – 75% via Sun Life Global Investments Inc. |
| Tetragon Bgo Holdings Ii Llc | Limited Partner | Jul 2019 | B | ≈ 3.52% – 25% via Tetragon Go Equity Holdings Lp |
| Tetragon Capital Management Llc | Owner | Jul 2019 | B | ≈ 2.64% – 25% via Tetragon Bgo Holdings Ii Llc |
| Sun Life Investment Management U.S., Inc. | Owner | Jul 2019 | B | ≈ 37.5% – 75% via Bentallgreenoak (U.S.) Limited Partnership |
| Sl Investment Us Re Holdings 2009 1, Inc. | Limited Partnership | Mar 2021 | B | ≈ 37.5% – 75% via Bentallgreenoak (U.S.) Limited Partnership |
| Dharma Real Estate, Llc | Limited Partner | Jul 2019 | B | ≈ 4.69% – 25% via Go Equity 1 Lp |
| Go Equity 1 Lp | Limited Partner | Jul 2019 | B | ≈ 18.75% – 50% via Bentallgreenoak (U.S.) Limited Partnership |
| Tetragon Go Equity Holdings Lp | Limited Partner | Jul 2019 | B | ≈ 4.69% – 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) |
| Bentallgreenoak (U.S.) G.P. Llc | General Partner | Aug 2006 | B | GP / trustee / elected manager of Bentallgreenoak (U.S.) Limited Partnership (indirect) |
Undisclosed: 0% – 15% 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% of Bentallgreenoak (U.S.) Limited Partnership × 75% – 100% direct ≈ 3.52% – 25% of the firm
- Carrafiell, John, Anthony: 25% – 50% of Go Equity 1 Lp × 25% – 50% of Bentallgreenoak (U.S.) Limited Partnership × 75% – 100% direct ≈ 4.69% – 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% of Bentallgreenoak (U.S.) Limited Partnership × 75% – 100% direct ≈ 1.98% – 25% of the firm
- Tfg Asset Management L.P.: 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% of Bentallgreenoak (U.S.) Limited Partnership × 75% – 100% direct ≈ 1.48% – 25% of the firm
- Tfg Asset Management Topco Ltd.: 75% – 100% of Tfg Asset Management L.P. × 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% of Bentallgreenoak (U.S.) Limited Partnership × 75% – 100% direct ≈ 1.11% – 25% of the firm
- Tetragon Financial Group Limited: 75% – 100% of Tfg Asset Management Topco Ltd. × 75% – 100% of Tfg Asset Management L.P. × 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% of Bentallgreenoak (U.S.) Limited Partnership × 75% – 100% direct ≈ 0.83% – 25% of the firm
- Sun Life Financial (U.S.) Investments Llc: 75% – 100% of Sun Life Investment Management U.S., Inc. × 50% – 75% of Bentallgreenoak (U.S.) Limited Partnership × 75% – 100% direct ≈ 28.13% – 75% of the firm
- Sun Life Financial (U.S.) Holdings, Inc.: 75% – 100% of Sun Life Financial (U.S.) Investments Llc × 75% – 100% of Sun Life Investment Management U.S., Inc. × 50% – 75% of Bentallgreenoak (U.S.) Limited Partnership × 75% – 100% direct ≈ 21.09% – 75% of the firm
- Sun Life Assurance Company Of Canada U.S. Operations Holdings, Inc.: 75% – 100% of Sun Life Financial (U.S.) Holdings, Inc. × 75% – 100% of Sun Life Financial (U.S.) Investments Llc × 75% – 100% of Sun Life Investment Management U.S., Inc. × 50% – 75% of Bentallgreenoak (U.S.) Limited Partnership × 75% – 100% direct ≈ 15.82% – 75% of the firm
- Sun Life 2007 1 Financing Corp.: 75% – 100% of Sun Life Assurance Company Of Canada U.S. Operations Holdings, Inc. × 75% – 100% of Sun Life Financial (U.S.) Holdings, Inc. × 75% – 100% of Sun Life Financial (U.S.) Investments Llc × 75% – 100% of Sun Life Investment Management U.S., Inc. × 50% – 75% of Bentallgreenoak (U.S.) Limited Partnership × 75% – 100% direct ≈ 11.87% – 75% of the firm
- Sun Life Global Investments Inc.: 75% – 100% of Sun Life 2007 1 Financing Corp. × 75% – 100% of Sun Life Assurance Company Of Canada U.S. Operations Holdings, Inc. × 75% – 100% of Sun Life Financial (U.S.) Holdings, Inc. × 75% – 100% of Sun Life Financial (U.S.) Investments Llc × 75% – 100% of Sun Life Investment Management U.S., Inc. × 50% – 75% of Bentallgreenoak (U.S.) Limited Partnership × 75% – 100% direct ≈ 8.9% – 75% of the firm
- Sun Life Financial Inc.: 75% – 100% of Sun Life Global Investments Inc. × 75% – 100% of Sun Life 2007 1 Financing Corp. × 75% – 100% of Sun Life Assurance Company Of Canada U.S. Operations Holdings, Inc. × 75% – 100% of Sun Life Financial (U.S.) Holdings, Inc. × 75% – 100% of Sun Life Financial (U.S.) Investments Llc × 75% – 100% of Sun Life Investment Management U.S., Inc. × 50% – 75% of Bentallgreenoak (U.S.) Limited Partnership × 75% – 100% direct ≈ 6.67% – 75% 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% of Bentallgreenoak (U.S.) Limited Partnership × 75% – 100% direct ≈ 3.52% – 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% of Bentallgreenoak (U.S.) Limited Partnership × 75% – 100% direct ≈ 2.64% – 25% of the firm
- Sun Life Investment Management U.S., Inc.: 50% – 75% of Bentallgreenoak (U.S.) Limited Partnership × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Sl Investment Us Re Holdings 2009 1, Inc.: 50% – 75% of Bentallgreenoak (U.S.) Limited Partnership × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Dharma Real Estate, Llc: 25% – 50% of Go Equity 1 Lp × 25% – 50% of Bentallgreenoak (U.S.) Limited Partnership × 75% – 100% direct ≈ 4.69% – 25% of the firm
- Go Equity 1 Lp: 25% – 50% of Bentallgreenoak (U.S.) Limited Partnership × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Tetragon Go Equity Holdings Lp: 25% – 50% of Go Equity 1 Lp × 25% – 50% of Bentallgreenoak (U.S.) Limited Partnership × 75% – 100% direct ≈ 4.69% – 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 (39, $7.9B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Greenoak Europe Iii, Lp | Real Estate Fund | $991M | $5.0M | 56 |
| Greenoak Us Iii, Lp | Real Estate Fund | $710M | $5.0M | 58 |
| West End Of London Property Unit Trust | Real Estate Fund | $676M | $5.0M | 9 |
| Greenoak Europe Core Plus Logistics Scsp | Real Estate Fund | $614M | $5.0M | 28 |
| Greenoak Europe Secured Lending Ii Slp | Real Estate Fund | $550M | $5.0M | 30 |
| Bentallgreenoak Europe Iv, Lp | Real Estate Fund | $391M | $5.0M | 21 |
| 105 Vs | Real Estate Fund | $377M | $5.0M | 4 |
| Bentallgreenoak Europe (Lux) Iv, Scsp | Real Estate Fund | $352M | $5.0M | 11 |
| Bentallgreenoak Europe Core Plus Logistics Scsp Sicav Raif | Real Estate Fund | $347M | $5.0M | 6 |
| Greenoak Uk Secured Lending Ii Lp | Real Estate Fund | $270M | $5.0M | 26 |
| Mc Greenoak Core Plus Fund, Lp | Real Estate Fund | $250M | $10.0M | 28 |
| Greenoak Europe Ii, Lp | Real Estate Fund | $215M | $5.0M | 53 |
| Greenoak Us Parallel Iii F, Lp | Real Estate Fund | $208M | $5.0M | 8 |
| Greenoak Europe Secured Lending Slp | Real Estate Fund | $204M | $5.0M | 21 |
| Bentallgreenoak Uk Secured Lending Iii Lp | Real Estate Fund | $176M | $5.0M | 36 |
| Bentallgreenoak Europe Secured Lending Iii Lp | Real Estate Fund | $176M | $5.0M | 42 |
| Regents Wharf | Real Estate Fund | $163M | $5.0M | 3 |
| Greenoak Us Ii, Lp | Real Estate Fund | $162M | $5.0M | 54 |
| Greenoak Asia Iii, Lp | Real Estate Fund | $157M | $5.0M | 7 |
| Greenoak Us Parallel Iii A,Lp | Real Estate Fund | $140M | $5.0M | 1 |
| Greenoak Tactical Lending Slp | Real Estate Fund | $132M | $5.0M | 8 |
| Greenoak Europe (Lux) Iii Scsp | Real Estate Fund | $112M | $5.0M | 5 |
| Greenoak Asia (Usd) Ii, Lp | Real Estate Fund | $109M | $5.0M | 50 |
| Greenoak Asia (Usd) Iii, Lp | Real Estate Fund | $73.1M | $5.0M | 2 |
| Greenoak Asia (Usd Parallel) Iii, Lp | Real Estate Fund | $57.6M | $5.0M | 2 |
Top 25 of 39 funds by gross assets · all funds
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/01/2026 | 22.8 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
Regulatory · Item 11.D(2), 11.E(2)
as of Jul 29, 2024
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
- • Other fees
- • DISPOSITION FEES, ORIGINATION FEES, ACQUISITION FEES
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have 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) ↗