{ "crd_number": 157034, "slug": "bgo-us-real-estate-lp-new-york-ny-157034", "primary_business_name": "BGO US REAL ESTATE LP", "legal_name": "BGO US REAL ESTATE LP", "dbas": [ "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 UK SECURED LENDING GP LTD.", "GREENOAK UK SECURED LENDING II GP LTD.", "GREENOAK US (EU PARALLEL) GP S.A.R.L.", "GREENOAK US GP II, LP", "GREENOAK US GP III, LP" ], "city": "New York", "state": "NY", "country": "United States", "cbsa_code": "35620", "metro": { "cbsa_code": "35620", "common_name": "New York", "msa_name": "New York-Newark-Jersey City, NY-NJ", "path": "/advisors/ny/new-york" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2012-03-30", "years_registered": 14, "period": "2026-10-01", "filing_date": "2026-07-30", "carried_forward": false, "raum_total": 24121376649.0, "raum_discretionary": 24121376649.0, "raum_non_discretionary": 0.0, "raum_band": "over_5b", "raum_band_label": "Over $5 billion", "total_employees": 103, "advisory_employees": 32, "client_count_bucket": null, "clients_by_type": { "pooled_investment_vehicles": { "raum": 24121376649.0, "count": 264 } }, "compensation_types": [ "other", "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 2, "states_registered": [ "CA", "FL", "NY" ], "websites": [ "https://bentallgreenoak.com", "https://bgo.com", "https://linkedin.com/company/teambgo" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/157034", "disclosure_items": [ { "item": "11.D(2)", "question": "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?" }, { "item": "11.E(2)", "question": "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?" } ], "city_as_filed": "NEW YORK", "url": "https://advisorcensus.com/firm/bgo-us-real-estate-lp-new-york-ny-157034", "display_name": "BGO US Real Estate LP", "summary": "BGO US Real Estate LP is an SEC-registered investment advisory firm in New York, NY, registered since 2012, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated July 30, 2026.", "citation": "AdvisorCensus. BGO US Real Estate LP (CRD 157034): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Performance-based fees", "Other" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)" ], "quick_answers": [ { "q": "How is BGO US Real Estate LP compensated?", "a": "On its Form ADV (Item 5.E, October 2026), BGO US Real Estate LP reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is BGO US Real Estate LP located?", "a": "BGO US Real Estate LP's principal office is in New York, NY, according to its Form ADV; the August 2026 filing also lists 8 other offices (Schedule D, Section 1.F)." }, { "q": "Is BGO US Real Estate LP registered with the SEC or a state?", "a": "BGO US Real Estate LP is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 157034." }, { "q": "How much does BGO US Real Estate LP manage?", "a": "BGO US Real Estate LP reports $24,121,376,649 in regulatory assets under management in its Form ADV filing dated July 30, 2026 (100% discretionary)." }, { "q": "How have BGO US Real Estate LP's assets and staff changed since 2021?", "a": "In the Form ADV data for BGO US Real Estate LP: Regulatory assets under management: $11,634,788,103 in the October 2021 data and $24,121,376,649 in the October 2026 data, up 107%. Total employees: 105 in October 2021 and 103 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does BGO US Real Estate LP serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (264)." }, { "q": "Does BGO US Real Estate LP report any disciplinary disclosures?", "a": "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/157034" }, { "q": "What changed in BGO US Real Estate LP's recent Form ADV filings?", "a": "In the July 2026 filing data: Updated its list of owners and control persons (Schedule A)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 11634788103.0, "total_employees": 105, "filing_date": "2021-05-06" }, { "period": "2022-10-01", "regulatory_assets_under_management": 13295363397.0, "total_employees": 105, "filing_date": "2022-03-31" }, { "period": "2023-10-01", "regulatory_assets_under_management": 15852806053.0, "total_employees": 96, "filing_date": "2023-08-09" }, { "period": "2024-10-01", "regulatory_assets_under_management": 16055523118.0, "total_employees": 95, "filing_date": "2024-07-29" }, { "period": "2025-10-01", "regulatory_assets_under_management": 18280713315.0, "total_employees": 103, "filing_date": "2025-06-11" }, { "period": "2026-10-01", "regulatory_assets_under_management": 24121376649.0, "total_employees": 103, "filing_date": "2026-07-30" } ], "recent_changes": [ { "period": "2026-07-01", "period_label": "July 2026", "notes": [ "Updated its list of owners and control persons (Schedule A)." ] }, { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Regulatory assets under management went from $18,280,713,315 to $24,121,376,649 (+32%).", "Updated its list of owners and control persons (Schedule A)." ] } ], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/bgo-us-real-estate-lp-new-york-ny-157034.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 264, "fewer_than_5": false, "raum": 24121376649.0 } ], "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.", "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/157034", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }