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Bgo US Real Estate

SEC-registered adviser since 2012New York, NYCRD 157034

$24.1B
AUM
264
Clients
See fees
Fee
32
Advisory staff

From Form ADV filed 30 July 2026 · data retrieved 15 October 2026SEC record

Bgo US Real Estate is an investment adviser headquartered in New York, New York, and registered with the SEC since 2012. Its clients include pooled investment vehicles.

Its services include portfolio management for pooled vehicles. Fee arrangements include a percentage of assets under management, performance-based fees and other arrangements. Bentallgreenoak (u.s.) Limited Partnership owns 75% or more of Bgo US Real Estate, and John Carrafiell is its CEO.

Clients

Bgo US Real Estate serves 264 clients. The average client has about $91 million with the firm.

Regulatory assets by client type
  • Pooled investment vehicles264 clients100%
Show client breakdown
Pooled investment vehicles
Clients
264
Regulatory AUM
$24,121,376,649
Share
100.0%
Avg. per client
$91.4M

Total

Clients
264
Regulatory AUM
$24,121,376,649
Share
100%
Avg. per client
$91.4M

What it does

Bgo US Real Estate provides portfolio management for pooled vehicles. It is paid through a percentage of assets, performance-based fees and other arrangements.

Bgo US Real Estate advises 82 private funds.

100.0% of assets ($24.12B across 264 accounts) are managed with discretion. 69% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.

Custodians

Bgo US Real Estate has custody of client assets.

Managed account assets by custodian
  • All other custodians$24.12B100%

Ownership and leadership

Bentallgreenoak (u.s.) Limited Partnership owns 75% or more of Bgo US Real Estate, and John Carrafiell is its CEO.

Who owns the firm
Bgo US Real Estate LP· the adviser

  • Bentallgreenoak (u.s.) Limited Partnership

    Control person · since July 2019

    Owns 75% or more of Bgo US Real Estate LP

Leadership

  • John Carrafiell
    Chief Executive Officer
  • Karamjit Kalsi
    President and CEO SLC Management
  • Lori Biancamano
    Chief Financial Officer
  • Andrew Yoon
    Chief Operating Officer
  • Matthew Campbell
    Managing Partner, General Counsel, Chief Risk Officer & Chief Compliance Officer

Staff

  • 103 employees
  • 32 in advisory functions
  • 16 broker-dealer reps

Fees

Bgo US Real Estate is paid through a percentage of assets under management, performance-based fees and other.

Bgo US Real Estate’s fee rates are not included in this profile. Find its brochure on the SEC’s site.

Offices and registrations

Besides its headquarters, Bgo US Real Estate has 8 offices, with 4 listed addresses across 3 states.

Listed office addresses by state

New York · 1 listed address

  • 399 Park Avenue, 18th Floor, New YorkHQ

Other business names

Bgo US Real Estate has reported 14 other business names to the SEC.

  • Go Equity GP LLC
  • Greenoak Asia GP II, LP
  • Greenoak Euro Re Asset Management LLP (relying Adviser)
  • Greenoak Europe Core Plus Logistics GP S.a R.L.
  • Greenoak Europe Secured Lending GP S.A.R.L.
  • Greenoak Japan Advisor, LP (relaying Advisor)
  • Greenoak Japan GP, LP
  • Greenoak MC Core Plus GP, LLC
  • Greenoak Spain GP LTD.
  • Greenoak US (eu Parallel) GP S.A.R.L.
  • Greenoak US GP II, LP
  • Greenoak US GP III, LP
  • Greenoak Uk Secured Lending GP LTD.
  • Greenoak Uk Secured Lending II GP LTD.

Registration details

Legal name
Bgo US Real Estate LP
Headquarters
399 Park Avenue, 18th Floor, New York, NY 10022
Phone
212-359-7800
Website
Not reported
SEC file
801-73605
Structure
Delaware limited partnership
Fiscal year end
December

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov

Common questions

How many clients does Bgo US Real Estate have?

Bgo US Real Estate has 264 clients and manages $24.1 billion for them, as of July 2026.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 July 2026

What services does Bgo US Real Estate offer?

Bgo US Real Estate provides portfolio management for pooled vehicles.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

How many financial advisors does Bgo US Real Estate have?

Bgo US Real Estate has 0 investment adviser representatives registered with state securities authorities, out of 103 employees, and 32 perform investment advisory functions. 16 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

Who owns Bgo US Real Estate?

Bgo US Real Estate is owned through a chain of holding companies by Sun Life Investment Management U.S., Inc., Sun Life Financial Inc. and SL Investment US-Re Holdings 2009-1, LLC. Its direct owner is Bentallgreenoak (u.s.) Limited Partnership (75% or more).

Source: Form ADV Part 1A, Schedules A and B, filed 30 July 2026

How does Bgo US Real Estate get paid?

Bgo US Real Estate is paid through a percentage of assets under management, performance-based fees and other arrangements. 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

Sources

  1. Form ADV Part 1A, amendment filed 30 July 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. IAPD firm record, CRD 157034.

Retrieved 15 October 2026. All are published by the SEC and may have been amended since.

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This profile is compiled from public regulatory filings and is provided for informational purposes only. Niva Wealth is not affiliated with Bgo US Real Estate LP and makes no representation about the quality of its services. Figures reflect the filing dates shown and may have changed. Ownership percentages are the bands reported to the SEC, not exact figures.