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CRD 111470
SEATTLE, WA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| BGO DIVERSIFIED US PROPERTY FUND LP | Other Private Fund | $9.5B | May 15, 2024 | 70 | May 1, 2012 | reported | 021-1503872 |
| NEWTOWER TRUST COMPANY MULTI-EMPLOYER PROPERTY TRUST | Other Private Fund | $6.8B | Sep 12, 2014 | 317 | Mar 30, 2012 | dropped | n/a |
| BENTALLGREENOAK US CORE PLUS FUND LP | Other Private Fund | $2.0B | May 15, 2024 | 28 | Mar 26, 2021 | reported | 021-298462 |
| BENTALLGREENOAK US COLD STORAGE LP | Real Estate Fund | $411M | May 15, 2024 | 27 | Mar 31, 2022 | reported | 021-1503872 |
| BENTALLGREENOAK US LENDING A LP | Real Estate Fund | $370M | May 15, 2024 | 5 | Mar 30, 2023 | reported | 021-1503872 |
| BGO PRIME INDUSTRIAL DEVELOPMENT PARTNERSHIP LP | Other Private Fund | $265M | May 15, 2024 | 4 | Mar 31, 2022 | reported | 021-1503872 |
| BENTALLGREENOAK US PARALLEL IV-F, LP | Real Estate Fund | $236M | May 15, 2024 | 2 | Mar 31, 2022 | reported | n/a |
| BGO PRIME INDUSTRIAL DEVELOPMENT PARALLEL-F PARTNERSHIP LP | Other Private Fund | $138M | May 15, 2024 | 4 | Mar 31, 2022 | reported | 021-1503872 |
| BENTALLGREENOAK US IV, LP | Real Estate Fund | $92.4M | May 15, 2024 | 2 | Mar 31, 2022 | reported | n/a |
| BENTALLGREENOAK US PARALLEL IV-Q, LP | Real Estate Fund | $78.7M | May 15, 2024 | 1 | Mar 31, 2022 | reported | n/a |
| BENTALLGREENOAK US PARALLEL IV-A, LP | Real Estate Fund | $72.9M | May 15, 2024 | 2 | Mar 31, 2022 | reported | n/a |
| BENTALLGREENOAK US COLD STORAGE PARALLEL-Q LP | Real Estate Fund | $56.8M | May 15, 2024 | 2 | Mar 31, 2022 | reported | 021-1503872 |
| BENTALLGREENOAK US COLD STORAGE PARALLEL-F LP | Real Estate Fund | $41.7M | May 15, 2024 | 1 | Mar 31, 2022 | reported | 021-1503872 |
| BENTALLGREENOAK US CORE PLUS PARALLEL, LP | Other Private Fund | $39.5M | May 15, 2024 | 1 | Mar 29, 2024 | reported | 021-298462 |
| BGO US LENDING SIDE CAR FUND, LP | Real Estate Fund | $11.8M | May 15, 2024 | 1 | Mar 29, 2024 | reported | 021-1503872 |
| BGO DAILY VALUE FUND, LP | Other Private Fund | $8.4M | May 15, 2024 | 2 | Apr 17, 2018 | reported | 021-298462 |
| BENTALLGREENOAK US LENDING B LP | Real Estate Fund | $7.5M | May 15, 2024 | 1 | Mar 30, 2023 | reported | 021-1503872 |
| BENTALLGREENOAK US LENDING FEEDER LP | Real Estate Fund | $2.3M | May 15, 2024 | 1 | Mar 29, 2024 | reported | 021-1503872 |
| BENTALLGREENOAK US LENDING C LP | Real Estate Fund | $0 | May 15, 2024 | 0 | Mar 31, 2022 | reported | 021-1503872 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BENTALLGREENOAK (U.S.) G.P. LLC | GENERAL PARTNER | Na | yes | 08/2006 | Jul 24, 2019 | May 15, 2024 |
| BROWN, RANDOLPH, BRILL | DIRECTOR OF THE BOARD | Na | yes | 12/2022 | Feb 2, 2023 | May 15, 2024 |
| CARRAFIELL, JOHN, ANTHONY | CO-CHIEF EXECUTIVE OFFICER AND DIRECTOR OF THE BOARD | B | yes | 07/2021 | Jul 24, 2019 | May 15, 2024 |
| CARRAFIELL, JOHN, ANTHONY | LIMITED PARTNER | C | yes | 07/2019 | Jul 24, 2019 | May 15, 2024 |
| DEACON, TIMOTHY, GIRDWOOD | DIRECTOR OF THE BOARD | Na | yes | 04/2023 | Apr 24, 2024 | May 15, 2024 |
| DHARMA REAL ESTATE, LLC | LIMITED PARTNER | C | yes | 07/2019 | Jul 24, 2019 | May 15, 2024 |
| GILL, DEVINDER, SINGH | CHIEF FINANCIAL OFFICER | Na | yes | 03/2021 | Mar 26, 2021 | May 15, 2024 |
| GO EQUITY 1 LP | LIMITED PARTNER | C | yes | 07/2019 | Jul 24, 2019 | May 15, 2024 |
| GO EQUITY GP LLC | GENERAL PARTNER | F | yes | 07/2019 | Jul 24, 2019 | May 15, 2024 |
| GRIFFITH, READE, EUGENE | DIRECTOR OF THE BOARD | Na | yes | 07/2019 | Jul 24, 2019 | May 15, 2024 |
| KALSI, KARAMJIT, SINGH | Owner | E | yes | 05/2010 | Jul 24, 2019 | May 15, 2024 |
| KALSI, KARAMJIT, SINGH | CO-CHIEF EXECUTIVE OFFICER AND DIRECTOR OF THE BOARD | B | yes | 07/2021 | Jul 24, 2019 | May 15, 2024 |
| KENNEDY, MELISSA, JANE | DIRECTOR OF THE BOARD | Na | yes | 01/2024 | Oct 1, 2015 | May 15, 2024 |
| NIEHAUS, CHRISTOPHER, J | MANAGING PARTNER, CO-HEAD OF US | Na | yes | 07/2019 | Jul 24, 2019 | May 15, 2024 |
| PEACHER, STEPHEN, C | DIRECTOR AND CHAIR OF THE BOARD | Na | yes | 09/2015 | Oct 1, 2015 | May 15, 2024 |
| Price, Amy, Gunther | PRESIDENT AND DIRECTOR OF THE BOARD | Na | yes | 01/2021 | Jul 13, 2012 | May 15, 2024 |
| SL INVESTMENT US-RE HOLDINGS 2009-1, INC. | LIMITED PARTNER | D | yes | 03/2021 | Mar 26, 2021 | May 15, 2024 |
| SUN LIFE 2007-1 FINANCING CORP. | SOLE SHAREHOLDER | E | yes | 11/2016 | Dec 20, 2016 | May 15, 2024 |
| SUN LIFE ASSURANCE COMPANY OF CANADA - U.S. OPERATIONS HOLDINGS, INC. | SOLE SHAREHOLDER | E | yes | 09/2015 | Oct 1, 2015 | May 15, 2024 |
| SUN LIFE FINANCIAL (U.S.) HOLDINGS, INC. | SOLE SHAREHOLDER | E | yes | 09/2015 | Oct 1, 2015 | May 15, 2024 |
| SUN LIFE FINANCIAL (U.S.) INVESTMENTS LLC | SOLE SHAREHOLDER | E | yes | 09/2015 | Oct 1, 2015 | May 15, 2024 |
| SUN LIFE FINANCIAL INC. | SOLE SHAREHOLDER | E | yes | 09/2015 | Oct 1, 2015 | May 15, 2024 |
| SUN LIFE GLOBAL INVESTMENTS INC. | SOLE SHAREHOLDER | E | yes | 09/2015 | Oct 1, 2015 | May 15, 2024 |
| SUN LIFE INVESTMENT MANAGEMENT U.S., INC. | LIMITED PARTNERSHIP | E | yes | 03/2021 | Dec 18, 2017 | May 15, 2024 |
| SUN LIFE INVESTMENT MANAGEMENT U.S., INC. | Owner | E | yes | 07/2019 | Dec 18, 2017 | May 15, 2024 |
| TETRAGON BGO HOLDINGS II LLC | LIMITED PARTNER | E | yes | 07/2019 | Jul 24, 2019 | May 15, 2024 |
| TETRAGON CAPITAL MANAGEMENT LLC | Owner | E | yes | 07/2019 | Jul 24, 2019 | May 15, 2024 |
| TETRAGON FINANCIAL GROUP LIMITED | Owner | E | yes | 07/2019 | Jul 24, 2019 | May 15, 2024 |
| TETRAGON FINANCIAL GROUP LIMITED | Owner | E | yes | 07/2019 | Jul 24, 2019 | May 15, 2024 |
| TETRAGON GO EQUITY HOLDINGS GP, LLC | GENERAL PARTNER | F | yes | 07/2019 | Jul 24, 2019 | May 15, 2024 |
| TETRAGON GO EQUITY HOLDINGS LP | LIMITED PARTNER | C | yes | 07/2019 | Jul 24, 2019 | May 15, 2024 |
| TFG ASSET MANAGEMENT LP | Owner | E | yes | 07/2019 | Jul 24, 2019 | May 15, 2024 |
| TFG ASSET MANAGEMENT TOPCO LTD. | Owner | E | yes | 07/2019 | Aug 9, 2023 | May 15, 2024 |
| TFG ASSET MANAGEMENT UK LIMITED | Owner | E | yes | 07/2019 | Aug 9, 2023 | May 15, 2024 |
| YOON, ANDREW, YOUNG | CHIEF OPERATING OFFICER | Na | yes | 07/2019 | Jul 24, 2019 | May 15, 2024 |
| CAMPBELL, MATTHEW, GEORGE ANGUS | MANAGING PARTNER, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER | Na | no | 05/2014 | Jun 18, 2014 | May 15, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| MASSACHUSETTS FINANCIAL SERVICES COMPANY | n/a | Asset manager | $514B | N | yes | n/a |
| SUN LIFE CAPITAL MANAGEMENT (U.S.) LLC | n/a | Institutional manager | $76B | N | yes | n/a |
| CRESCENT CAPITAL GROUP LP | n/a | Asset manager | $50B | N | yes | n/a |
| BGO US REAL ESTATE LP | n/a | Asset manager | $24B | Y | yes | n/a |
| INFRARED CAPITAL PARTNERS LIMITED | n/a | Asset manager | $14B | N | yes | n/a |
| BENTALLGREENOAK STRATEGIC CAPITAL PARTNERS LLC | n/a | Asset manager | $3.5B | Y | yes | n/a |
| CRESCENT CAP ADVISORS, LLC | n/a | Asset manager | $1.8B | N | yes | n/a |
| TCW-WLA JV VENTURE LLC | n/a | Former SEC adviser | $1.0M | N | yes | n/a |
| ADVISORS ASSET MANAGEMENT, INC. | n/a | n/a | n/a | N | yes | n/a |
| BENTALLGREENOAK ADVISORS (UK) LLP | n/a | n/a | n/a | Y | yes | n/a |
| BENTALLGREENOAK INVESTMENT MANAGEMENT K.K. | n/a | n/a | n/a | Y | yes | n/a |
| BENTALLGREENOAK REAL ESTATE US LLC | n/a | n/a | n/a | Y | yes | n/a |
| BGO CAPITAL (CANADA) INC. | n/a | n/a | n/a | N | yes | n/a |
| GREENOAK INDIA INVESTMENT ADVISORS PRIVATE LIMITED | n/a | n/a | n/a | Y | yes | n/a |
| INDEPENDENCE LIFE AND ANNUITY COMPANY | n/a | n/a | n/a | N | yes | n/a |
| NEWTOWER TRUST COMPANY | n/a | n/a | n/a | Y | yes | Md |
| PROFESSIONAL INSURANCE COMPANY | n/a | n/a | n/a | N | yes | n/a |
| SEPULVEDA DISTRIBUTORS LLC | n/a | n/a | n/a | N | yes | n/a |
| SUN LIFE AND HEALTH INSURANCE COMPANY (U.S.) | n/a | n/a | n/a | N | yes | n/a |
| SUN LIFE ASSURANCE COMPANY OF CANADA | n/a | n/a | n/a | N | yes | n/a |
| SUN LIFE CAPITAL MANAGEMENT (CANADA) INC. | n/a | n/a | n/a | N | yes | n/a |
| SUN LIFE FINANCIAL (U.S.) REINSURANCE COMPANY | n/a | n/a | n/a | N | yes | n/a |
| SUN LIFE INSTITUTIONAL DISTRIBUTORS (U.S.) LLC | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| NEW YORK | NY | United States | 5 | yes |
| SAN FRANCISCO | CA | United States | 3 | yes |
| MIAMI BEACH | FL | United States | 3 | yes |
| Bethesda | Md | United States | 2 | yes |
| SANTA MONICA | CA | United States | 1 | yes |
| Boston | Ma | United States | 1 | yes |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 30, 2026 | $24B | $13B | 127 | 16 | 6 | 24 | n/a |
| 2024 | Mar 28, 2025 | $25B | $14B | 127 | 16 | 6 | 18 | n/a |
| 2023 | Mar 29, 2024 | $25B | $13B | 95 | 15 | 6 | 18 | $13B |
| 2022 | Mar 30, 2023 | $27B | $13B | 114 | 20 | 6 | 15 | $14B |
| 2021 | Mar 31, 2022 | $21B | $7.8B | 114 | 20 | 6 | 13 | $13B |
| 2020 | Mar 26, 2021 | $20B | $8.0B | 132 | 19 | 5 | 3 | $10B |
| 2019 | Mar 30, 2020 | $20B | $8.5B | 153 | 20 | 4 | 2 | $9.9B |
| 2018 | Mar 29, 2019 | $14B | $1.4B | 151 | 14 | 4 | 2 | $9.8B |
| 2017 | Mar 28, 2018 | $14B | $1.3B | 151 | 14 | 4 | 1 | $8.7B |
| 2016 | Mar 27, 2017 | $13B | $1.0B | 151 | 14 | n/a | 1 | $8.7B |
| 2015 | Mar 30, 2016 | $11B | $651M | 127 | 11 | n/a | 1 | $7.5B |
| 2014 | Mar 31, 2015 | $8.8B | $827M | 114 | 13 | n/a | 1 | $6.0B |
| 2013 | Mar 31, 2014 | $9.6B | $1.1B | 132 | 8 | n/a | 2 | $12B |
| 2012 | Mar 25, 2013 | $8.7B | $352M | 115 | 7 | n/a | 2 | $12B |
| 2011 | Mar 30, 2012 | $8.2B | $480M | n/a | n/a | n/a | 1 | $6.9B |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $24B | $25B | -2.6% | $27B | -3.2% | 127 | 127 | 6 | 6 |