{"url":"https://nivawealth.com/firms/bentallgreenoak-u-s-limited-partnership-111470","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/111470","regulatoryAum":24067000000,"crd":"111470","secFileNumber":"801-24618","legalName":"Bentallgreenoak (u.s.) Limited Partnership","displayName":"Bentallgreenoak (u.s.) Limited Partnership","website":"https://bentallgreenoak.com/","founded":null,"organization":"Delaware limited partnership","fiscalYearEnd":"December","headquarters":{"street":"1201 Third Avenue, Suite 3000","city":"Seattle","state":"WA","stateName":"Washington","country":"United States","postalCode":"98101"},"tradeNames":["Bentall Kennedy","Bentallgreenoak","Bgo"],"registration":{"secApproved":"25 July 1985","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":127,"advisory":16,"brokerDealerReps":5,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":13393000000,"discretionaryAccounts":11,"nonDiscretionary":10674000000,"nonDiscretionaryAccounts":6,"wrapProgram":null,"nonUsClientsPct":38,"nonAumClients":0},"clientTypes":[{"label":"Banking or thrift institutions","clients":2,"regulatoryAum":9915000000},{"label":"Pooled investment vehicles","clients":9,"regulatoryAum":5912000000},{"label":"Pension and profit-sharing plans","clients":4,"regulatoryAum":7248000000},{"label":"Insurance companies","clients":2,"regulatoryAum":992000000}],"fees":[],"feeNotes":[],"custodians":[],"custodyNote":"Bentallgreenoak (u.s.) Limited Partnership has custody of $76.6M for 13 clients.","otherCustodians":[],"leadership":[{"name":"John Carrafiell","title":"Chief Executive Officer","crd":"1748512"},{"name":"Karamjit Kalsi","title":"President and CEO SLC Management","crd":"2085405"},{"name":"Devinder Gill","title":"Chief Financial Officer","crd":"7355048"},{"name":"Andrew Yoon","title":"Chief Operating Officer","crd":"4007049"},{"name":"Matthew Campbell","title":"Managing Partner, General Counsel, Chief Compliance Officer","crd":"6279758"},{"name":"Christopher Niehaus","title":"Managing Partner, Chairman of US","crd":"2036937"}],"ownership":[{"label":"Karamjit Kalsi","detail":"President and ceo slc management in the 10% to 25% ownership band and a control person, since July 2021."},{"label":"John Carrafiell","detail":"Chief executive officer in the 10% to 25% ownership band and a control person, since July 2021."},{"label":"SL Investment US-Re Holdings 2009-1, LLC","detail":"Limited partner in the 50% to 75% ownership band and a control person, since March 2021."},{"label":"Sun Life Investment Management U.S., LLC","detail":"Limited partner in the 25% to 50% ownership band and a control person, since March 2026. Also a owner of SL Investment US-Re Holdings 2009-1, LLC in the 50% to 75% band and a control person, since July 2019."},{"label":"Sun Life Financial Inc.","detail":"Indirect owner: a sole shareholder of Sun Life Global Investments Inc. in the 75% or more band and a control person, since September 2015.","parent":"Sun Life Global Investments Inc."},{"label":"Sun Life Global Investments Inc.","detail":"Indirect owner: a sole shareholder of Sun Life 2007-1 Financing Corp. in the 75% or more band and a control person, since September 2015.","parent":"Sun Life 2007-1 Financing Corp."},{"label":"Sun Life Assurance Company of Canada - U.S. Operations Holdings, Inc.","detail":"Indirect owner: a sole shareholder of SLC Am Corp LLC in the 75% or more band and a control person, since May 2026.","parent":"SLC Am Corp LLC"},{"label":"Sun Life 2007-1 Financing Corp.","detail":"Indirect owner: a sole shareholder of Sun Life Assurance Company of Canada - U.S. Operations Holdings, Inc. in the 75% or more band and a control person, since November 2016.","parent":"Sun Life Assurance Company of Canada - U.S. Operations Holdings, Inc."},{"label":"SLC Asset Management LLC","detail":"Indirect owner: a sole shareholder of SLC Asset Management (us Holdings) LLC in the 75% or more band and a control person, since June 2025.","parent":"SLC Asset Management (us Holdings) LLC"},{"label":"SLC Asset Management (us Holdings) LLC","detail":"Indirect owner: a owner of Sun Life Investment Management U.S., LLC in the 75% or more band and a control person, since March 2026.","parent":"Sun Life Investment Management U.S., LLC"},{"label":"SLC Am Corp LLC","detail":"Indirect owner: a owner of SLC Asset Management LLC in the 75% or more band and a control person, since May 2026.","parent":"SLC Asset Management LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":6,"privateResidences":0},"listedOfficeAddresses":7,"officesByState":[{"state":"California","offices":2,"addresses":[{"street":"100 Wilshire Boulevard","city":"Santa Monica"},{"street":"One California Street","city":"San Francisco"}]},{"state":"Florida","offices":1,"addresses":[{"street":"555 Washington Avenue","city":"Miami Beach"}]},{"state":"Maryland","offices":1,"addresses":[{"street":"7315 Wisconsin Avenue","city":"Bethesda"}]},{"state":"Massachusetts","offices":1,"addresses":[{"street":"100 High Street","city":"Boston"}]},{"state":"New York","offices":1,"addresses":[{"street":"399 Park Avenue","city":"New York"}]},{"state":"Washington","offices":1,"addresses":[{"street":"1201 Third Avenue, Suite 3000","city":"Seattle","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"206-623-4739","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients","Other"],"financialPlanningClients":"0","assetMix":[{"label":"Non-exchange-traded equity securities","percent":1},{"label":"Cash and cash equivalents","percent":1},{"label":"Other","percent":98,"detail":"Real Estate"}],"privateFunds":24},"sources":{"adv1FilingDate":"30 July 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/111470/PDF/111470.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Bentallgreenoak (u.s.) Limited Partnership have?","answer":"Bentallgreenoak (u.s.) Limited Partnership has 17 clients and manages $24.1 billion for them, as of July 2026. They include 9 pooled investment vehicles, 4 pension and profit-sharing plans and 2 banking or thrift institutions.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 30 July 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Bentallgreenoak (u.s.) Limited Partnership offer?","answer":"Bentallgreenoak (u.s.) Limited Partnership provides portfolio management for pooled vehicles, portfolio management for institutions and other activities.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Bentallgreenoak (u.s.) Limited Partnership have?","answer":"Bentallgreenoak (u.s.) Limited Partnership has 0 investment adviser representatives registered with state securities authorities, out of 127 employees, and 16 perform investment advisory functions. 5 are registered representatives of a broker-dealer and 0 are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Bentallgreenoak (u.s.) Limited Partnership invest in?","answer":"At the end of its last fiscal year, Bentallgreenoak (u.s.) Limited Partnership’s separately managed accounts held 98% real estate, 1% non-exchange-traded equities and 1% cash and equivalents. It advises 24 private funds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Bentallgreenoak (u.s.) Limited Partnership?","answer":"Bentallgreenoak (u.s.) Limited Partnership is owned through a chain of holding companies by Sun Life Financial Inc. Its direct owners are Karamjit Kalsi (10% to 25%), John Carrafiell (10% to 25%), SL Investment US-Re Holdings 2009-1, LLC (50% to 75%) and Sun Life Investment Management U.S., LLC (25% to 50%).","source":"Form ADV Part 1A, Schedules A and B, filed 30 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Bentallgreenoak (u.s.) Limited Partnership get paid?","answer":"Bentallgreenoak (u.s.) Limited Partnership is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}