{"url":"https://nivawealth.com/firms/bgo-us-real-estate-157034","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/157034","regulatoryAum":24121376649,"crd":"157034","secFileNumber":"801-73605","legalName":"Bgo US Real Estate LP","displayName":"Bgo US Real Estate","website":null,"founded":null,"organization":"Delaware limited partnership","fiscalYearEnd":"December","headquarters":{"street":"399 Park Avenue, 18th Floor","city":"New York","state":"NY","stateName":"New York","country":"United States","postalCode":"10022"},"tradeNames":["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":{"secApproved":"30 March 2012","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":103,"advisory":32,"brokerDealerReps":16,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":24121376649,"discretionaryAccounts":264,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":69,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":264,"regulatoryAum":24121376649}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Bgo US Real Estate has custody of client assets.","otherCustodians":[],"leadership":[{"name":"John Carrafiell","title":"Chief Executive Officer","crd":"1748512"},{"name":"Karamjit Kalsi","title":"President and CEO SLC Management","crd":"2085405"},{"name":"Lori Biancamano","title":"Chief Financial Officer","crd":"4692427"},{"name":"Andrew Yoon","title":"Chief Operating Officer","crd":"4007049"},{"name":"Matthew Campbell","title":"Managing Partner, General Counsel, Chief Risk Officer & Chief Compliance Officer","crd":"6279758"}],"ownership":[{"label":"Bentallgreenoak (u.s.) Limited Partnership","detail":"Limited partner in the 75% or more ownership band and a control person, since July 2019."},{"label":"Sun Life Investment Management U.S., Inc.","detail":"Indirect owner: a owner of Bentallgreenoak (u.s.) Limited Partnership in the 50% to 75% band and a control person, since July 2019.","parent":"Bentallgreenoak (u.s.) Limited Partnership"},{"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":"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 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 Investment Management U.S., LLC","detail":"Indirect owner: a owner of Bentallgreenoak (u.s.) Limited Partnership in the 25% to 50% band and a control person, since July 2019. Also a sole shareholder of Bentallgreenoak (u.s.) G.P. LLC in the 75% or more band and a control person, since September 2015. Also a limited partnership of SL Investment US-Re Holdings 2009-1, LLC in the 75% or more band and a control person, since March 2021.","parent":"Bentallgreenoak (u.s.) Limited Partnership"},{"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 March 2026.","parent":"SLC Asset Management (us Holdings) LLC"},{"label":"Bentallgreenoak (u.s.) G.P. LLC","detail":"Indirect owner: general partner of Bentallgreenoak (u.s.) Limited Partnership and a control person, since August 2006.","parent":"Bentallgreenoak (u.s.) Limited Partnership"},{"label":"SL Investment US-Re Holdings 2009-1, LLC","detail":"Indirect owner: a limited partnership of Bentallgreenoak (u.s.) Limited Partnership in the 50% to 75% band and a control person, since March 2021.","parent":"Bentallgreenoak (u.s.) Limited Partnership"},{"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":8,"privateResidences":0},"listedOfficeAddresses":4,"officesByState":[{"state":"California","offices":2,"addresses":[{"street":"One California Street","city":"San Francisco"},{"street":"100 Wilshire Boulevard","city":"Santa Monica"}]},{"state":"Florida","offices":1,"addresses":[{"street":"555 Washington Avenue","city":"Miami Beach"}]},{"state":"New York","offices":1,"addresses":[{"street":"399 Park Avenue, 18th Floor","city":"New York","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"212-359-7800","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees","Other"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":82},"sources":{"adv1FilingDate":"30 July 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/157034/PDF/157034.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Bgo US Real Estate have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Bgo US Real Estate offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Bgo US Real Estate have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Bgo US Real Estate?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Bgo US Real Estate get paid?","answer":"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","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."}