# Bentallgreenoak Strategic Capital Partners

> Bentallgreenoak Strategic Capital Partners is an SEC-registered investment advisory firm in New York, NY, registered since 2006, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 30, 2026.

- CRD: 137813
- Filed as: BENTALLGREENOAK STRATEGIC CAPITAL PARTNERS
- Legal name: Bentallgreenoak Strategic Capital Partners LLC
- Also doing business as: BENTALLGREENOAK STRATEGIC CAPITAL PARTNERS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: July 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/137813
- AdvisorCensus page: https://advisorcensus.com/firm/bentallgreenoak-strategic-capital-partners-new-york-ny-137813

## Quick answers

**How is Bentallgreenoak Strategic Capital Partners compensated?**
On its Form ADV (Item 5.E, October 2026), Bentallgreenoak Strategic Capital Partners reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Bentallgreenoak Strategic Capital Partners located?**
Bentallgreenoak Strategic Capital Partners' principal office is in New York, NY, according to its Form ADV; the August 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Bentallgreenoak Strategic Capital Partners registered with the SEC or a state?**
Bentallgreenoak Strategic Capital Partners is an SEC-registered investment advisory firm, registered since 2006. Status as filed: Approved. CRD 137813.

**How much does Bentallgreenoak Strategic Capital Partners manage?**
Bentallgreenoak Strategic Capital Partners reports $3,513,724,722 in regulatory assets under management in its Form ADV filing dated July 30, 2026 (85% discretionary).

**How have Bentallgreenoak Strategic Capital Partners' assets and staff changed since 2021?**
In the Form ADV data for Bentallgreenoak Strategic Capital Partners: Regulatory assets under management: $2,578,494,667 in the October 2021 data and $3,513,724,722 in the October 2026 data, up 36%. Total employees: 37 in October 2021 and 19 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Bentallgreenoak Strategic Capital Partners serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (86).

**Does Bentallgreenoak Strategic Capital Partners report any disciplinary disclosures?**
Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.E(2) (self-regulatory organization's finding of a rule violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/137813

**What changed in Bentallgreenoak Strategic Capital Partners' recent Form ADV filings?**
In the July 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $3,513,724,722
- Discretionary: $2,991,636,915
- Non-discretionary: $522,087,807

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | Not reported |
| High net worth individuals | 0 | Not reported |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 86 | $3,513,724,722 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2006 (20 years)
- Employees: 19 total, 13 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports 2 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(2): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?
- 11.E(2): Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/137813

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Central
- London

### Websites listed on Form ADV (Item 1.I)
- [bentallgreenoak.com](https://bentallgreenoak.com)
- [bgo.com](https://bgo.com)
- LinkedIn @teambgo

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $2,578,494,667 | 37 | June 23, 2021 |
| October 2022 | $2,882,870,717 | 37 | May 3, 2022 |
| October 2023 | $3,739,823,819 | 24 | August 9, 2023 |
| October 2024 | $3,542,411,003 | 32 | April 24, 2024 |
| October 2025 | $3,538,904,114 | 19 | July 10, 2025 |
| October 2026 | $3,513,724,722 | 19 | July 30, 2026 |

Regulatory assets under management: $2,578,494,667 in the October 2021 data and $3,513,724,722 in the October 2026 data, up 36%.
Total employees: 37 in October 2021 and 19 in October 2026.

## Changes in the filing (last 12 months)

### July 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bentallgreenoak Strategic Capital Partners (CRD 137813): Form ADV filing data as of October 2026.