DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
B••••••••• ••••• L•••••• P•••••••••
Latest filing Jul 30, 2026
First filing on the tape Nov 7, 2011 · 49 filings
SEC status approved since Jul 25, 1985
RAUM
$24B
reported, Item 5.F
Discretionary
56%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
127
16 advisory (5.B.1)
Offices
6
beyond the principal office
Private funds
24
reported on Schedule D
History
49 filings and snapshots on the tape
RAUM$24B as of Jul 30, 2026
Mar 30, 2012$8.2B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jul 30, 2026
Mar 30, 20120 then
Employees (5.A)127 as of Jul 30, 2026
Mar 25, 2013115 then
Private funds24 as of Jul 30, 2026
Mar 30, 20121 then
RAUM -2.6% over the last fiscal year-3.2% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jul 30, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $1.4BderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 56%derivedof RAUM
- Institutional
- 34%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived7 offices incl. principal (1.F.5)
- RAUM growth, one year
- -2.6%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehicles, otherreportedItem 5.G
- Custody
- $76.6M, 13 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
- a related person acts as qualified custodian (9.D.2)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Banks and thrifts$9.9B41%
- Pension and profit-sharing plans$7.2B30%
- Pooled investment vehicles$5.9B25%
- Insurance companies$992M4.1%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 4reported
- Charitable clients
- 0reported
- Accounts
- 17reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $76.6M for 13 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.25 institutional_share=0.34 related_bd=true related_bank=true bd_reps=5.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
19 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| B•• D••••••••• U• P••••••• F••• L• | Other Private Fund | $9.5B | 70 | May 1, 2012 |
| N••••••• T•••• C•••••• M••••••••• P••••••• T••••no longer reported | Other Private Fund | $6.8B | 317 | Mar 30, 2012 |
| B••••••••• U• C••• P••• F••• L• | Other Private Fund | $2.0B | 28 | Mar 26, 2021 |
| B••••••••• U• C••• S•••••• L• | Real Estate Fund | $411M | 27 | Mar 31, 2022 |
| B••••••••• U• L•••••• A• L• | Real Estate Fund | $370M | 5 | Mar 30, 2023 |
| B•• P•••• I••••••••• D••••••••• P••••••••• L• | Other Private Fund | $265M | 4 | Mar 31, 2022 |
| B••••••••• U• P••••••• I•••• L• | Real Estate Fund | $236M | 2 | Mar 31, 2022 |
| B•• P•••• I••••••••• D••••••••• P••••••••• P••••••••• L• | Other Private Fund | $138M | 4 | Mar 31, 2022 |
| B••••••••• U• I•• L• | Real Estate Fund | $92.4M | 2 | Mar 31, 2022 |
| B••••••••• U• P••••••• I•••• L• | Real Estate Fund | $78.7M | 1 | Mar 31, 2022 |
| B••••••••• U• P••••••• I•••• L• | Real Estate Fund | $72.9M | 2 | Mar 31, 2022 |
| B••••••••• U• C••• S•••••• P••••••••• L• | Real Estate Fund | $56.8M | 2 | Mar 31, 2022 |
| B••••••••• U• C••• S•••••• P••••••••• L• | Real Estate Fund | $41.7M | 1 | Mar 31, 2022 |
| B••••••••• U• C••• P••• P•••••••• L• | Other Private Fund | $39.5M | 1 | Mar 29, 2024 |
| B•• U• L•••••• S••• C•• F•••• L• | Real Estate Fund | $11.8M | 1 | Mar 29, 2024 |
| B•• D•••• V•••• F•••• L• | Other Private Fund | $8.4M | 2 | Apr 17, 2018 |
| B••••••••• U• L•••••• B• L• | Real Estate Fund | $7.5M | 1 | Mar 30, 2023 |
| B••••••••• U• L•••••• F••••• L• | Real Estate Fund | $2.3M | 1 | Mar 29, 2024 |
| B••••••••• U• L•••••• C• L• | Real Estate Fund | $0 | 0 | Mar 31, 2022 |
Owners and control persons
Schedule A and B, latest filing
- B••••• R•••••••• B•••• · Director Of The Boardcontrolsince 12/2022 · owns less than 5%
- C••••••••• J•••• A•••••• · Co-Chief Executive Officer And Director Of The Boardcontrolsince 07/2021 · owns 10% to 25%
- D•••••• T••••••• G••••••• · Director Of The Boardcontrolsince 04/2023 · owns less than 5%
- G•••• D•••••••• S•••• · Chief Financial Officercontrolsince 03/2021 · owns less than 5%
- G•••••••• R••••• E••••• · Director Of The Boardcontrolsince 07/2019 · owns less than 5%
- K••••• K•••••••• S•••• · Co-Chief Executive Officer And Director Of The Boardcontrolsince 07/2021 · owns 10% to 25%
- K••••••• M••••••• J••• · Director Of The Boardcontrolsince 01/2024 · owns less than 5%
- N••••••• C••••••••• J• · Managing Partner, Co-Head Of UScontrolsince 07/2019 · owns less than 5%
- P••••••• S••••••• C• · Director And Chair Of The Boardcontrolsince 09/2015 · owns less than 5%
- P••••• A••• G•••••• · Pres•••Nt And Director Of The Boardcontrolsince 01/2021 · owns less than 5%
- Y•••• A•••••• Y•••• · Chief Operating Officercontrolsince 07/2019 · owns less than 5%
- C••••••••• J•••• A•••••• · L•••••• Partnercontrolsince 07/2019 · owns 25% to 50% of G• E••••• 1• L•
- K••••• K•••••••• S•••• · Ownercontrolsince 05/2010 · owns 75% or more of D••••• R••• E•••••• L••
- C•••••••• M••••••• G••••• A•••• · Managing Partner, General Counsel, Chief Compliance Officersince 05/2014 · owns less than 5%
Entity owners
- B••••••••• ••••• G••• L•• · General Partnerdirect · owns less than 5%
- G• E••••• 1• L• · L•••••• Partnerdirect · owns 25% to 50%
- S• I••••••••• U•••• H••••••• 2•••••• I••• · L•••••• Partnerdirect · owns 50% to 75%
- D••••• R••• E•••••• L•• · L•••••• Partnerindirect · owns 25% to 50% of G• E••••• 1• L•
- G• E••••• G• L•• · General Partnerindirect · owns F of G• E••••• 1• L•
- S•• L••• 2••••• F•••••••• C•••• · Sole Shareholderindirect · owns 75% or more of S•• L••• A•••••••• C•••••• O• C••••• • U••• O••••••••• H•••••••• I•••
- S•• L••• A•••••••• C•••••• O• C••••• • U••• O••••••••• H•••••••• I••• · Sole Shareholderindirect · owns 75% or more of S•• L••• F•••••••• ••••• H•••••••• I•••
- S•• L••• F•••••••• ••••• H•••••••• I••• · Sole Shareholderindirect · owns 75% or more of S•• L••• F•••••••• ••••• I••••••••• L••
- S•• L••• F•••••••• ••••• I••••••••• L•• · Sole Shareholderindirect · owns 75% or more of S•• L••• I••••••••• M••••••••• U•••• I•••
- S•• L••• F•••••••• I••• · Sole Shareholderindirect · owns 75% or more of S•• L••• G••••• I••••••••• I••• · public reporting company
- S•• L••• G••••• I••••••••• I••• · Sole Shareholderindirect · owns 75% or more of S•• L••• 2••••• F•••••••• C••••
- S•• L••• I••••••••• M••••••••• U•••• I••• · Ownerindirect · owns 75% or more of G• E••••• G• L••
- S•• L••• I••••••••• M••••••••• U•••• I••• · L•••••• P•••••••••indirect · owns 75% or more of S• I••••••••• U•••• H••••••• 2•••••• I•••
- T••••••• B•• H••••••• I• L•• · L•••••• Partnerindirect · owns 75% or more of T••••••• G• E••••• H••••••• L•
- T••••••• C•••••• M••••••••• L•• · Ownerindirect · owns 75% or more of T••••••• B•• H••••••• I• L••
- T••••••• F•••••••• G•••• L•••••• · Ownerindirect · owns 75% or more of T••••••• G• E••••• H••••••• G•• L••
- T••••••• F•••••••• G•••• L•••••• · Ownerindirect · owns 75% or more of T•• A•••• M••••••••• T•••• L••• · public reporting company
- T••••••• G• E••••• H••••••• G•• L•• · General Partnerindirect · owns F of T••••••• G• E••••• H••••••• L•
- T••••••• G• E••••• H••••••• L• · L•••••• Partnerindirect · owns 25% to 50% of G• E••••• 1• L•
- T•• A•••• M••••••••• L• · Ownerindirect · owns 75% or more of T•• A•••• M••••••••• U• L••••••
Related persons
Schedule D 7.A
- A••••••• A•••• M••••••••• I•••broker-dealerinvestment advisern
- B••••••••• A••••••• ••• L••investment advisery
- B••••••••• I••••••••• M••••••••• K•••investment advisery
- B••••••••• R••• E••••• U• L••broker-dealery
- B••••••••• S•••••••• C•••••• P•••••••investment adviseryRAUM $3.5B
- B•• C•••••• ••••••• I•••broker-dealerinvestment advisern
- B•• U• R••• E••••• L•investment adviseryRAUM $24B
- C••••••• C•• A•••••••• L••investment advisernRAUM $1.8B
- C••••••• C•••••• G•••• L•investment advisernRAUM $50B
- G••••••• I•••• I••••••••• A••••••• P•••••• L••••••investment advisery
- I••••••••• L••• A•• A•••••• C••••••real estaten
- I••••••• C•••••• P••••••• L••••••investment advisernRAUM $14B
- M•• I••••••••• M•••••••••investment adviserbanknRAUM $514B
- N••••••• T•••• C••••••custodiany
- P••••••••• I•••••••• C••••••real estaten
- S•••••••• D••••••••• L••broker-dealern
- S•• L••• A•• H••••• I•••••••• C•••••• •••••real estaten
- S•• L••• A•••••••• C•••••• O• C•••••real estaten
- S•• L••• C•••••• M••••••••• ••••••• I•••investment advisern
- S•• M•••••••••investment adviserbanknRAUM $76B
- S•• L••• F•••••••• ••••• R••••••••• C••••••real estaten
- S•• L••• I••••••••• D••••••••• ••••• L••broker-dealern
- T•••••• J• V•••••• L••investment advisernRAUM $1.0M
Advisers that list B••••••••• ••••• L•••••• P••••••••• as a related person
Offices
Schedule D 1.F, the 25 largest
- New York, NY5 employees
- San Francisco, CA3 employees
- Miami Beach, FL3 employees
- Bethesda, MD2 employees
- Boston, MA1 employees
- Santa Monica, CA1 employees
What changed
consecutive filings, newest first
- Private funds · 18 to 24Aug 6, 2025 to Mar 30, 2026
- Discretionary RAUM · $14B to $13BAug 6, 2025 to Mar 30, 2026
- Non-discretionary RAUM · $11B to $11BAug 6, 2025 to Mar 30, 2026
- Pension RAUM · $6.8B to $7.2BAug 6, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $6.4B to $5.9BAug 6, 2025 to Mar 30, 2026
- RAUM · $25B to $24BAug 6, 2025 to Mar 30, 2026
- Financial planning clients · 0 to 0Jun 11, 2025 to Aug 6, 2025
- Advisory employees · 15 to 16May 15, 2024 to Mar 28, 2025
- BD registered reps · 7 to 5May 15, 2024 to Mar 28, 2025
- Assets in custody · $717M to $76.6MMay 15, 2024 to Mar 28, 2025
- Employees · 95 to 127May 15, 2024 to Mar 28, 2025
- Discretionary RAUM · $13B to $14BMay 15, 2024 to Mar 28, 2025
- Non-discretionary RAUM · $12B to $11BMay 15, 2024 to Mar 28, 2025
- Pension RAUM · $6.5B to $6.8BMay 15, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $5.9B to $6.4BMay 15, 2024 to Mar 28, 2025
- RAUM · $25B to $25BMay 15, 2024 to Mar 28, 2025
- Accounts · 19 to 17Aug 9, 2023 to Mar 29, 2024
- Advisory employees · 20 to 15Aug 9, 2023 to Mar 29, 2024
- BD registered reps · 6 to 7Aug 9, 2023 to Mar 29, 2024
- Pension plan clients · 5 to 4Aug 9, 2023 to Mar 29, 2024
- Pooled vehicle clients · 10 to 9Aug 9, 2023 to Mar 29, 2024
- Assets in custody · $136M to $717MAug 9, 2023 to Mar 29, 2024
- Employees · 114 to 95Aug 9, 2023 to Mar 29, 2024
- Private funds · 15 to 18Aug 9, 2023 to Mar 29, 2024
- Discretionary RAUM · $13B to $13BAug 9, 2023 to Mar 29, 2024
- Non-discretionary RAUM · $14B to $12BAug 9, 2023 to Mar 29, 2024
- Pension RAUM · $6.6B to $6.5BAug 9, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $5.6B to $5.9BAug 9, 2023 to Mar 29, 2024
- RAUM · $27B to $25BAug 9, 2023 to Mar 29, 2024
- Accounts · 16 to 19Feb 2, 2023 to Mar 30, 2023
- Pension plan clients · 3 to 5Feb 2, 2023 to Mar 30, 2023
- Pooled vehicle clients · 0 to 10Feb 2, 2023 to Mar 30, 2023
- Assets in custody · $193M to $136MFeb 2, 2023 to Mar 30, 2023
- Private funds · 13 to 15Feb 2, 2023 to Mar 30, 2023
- Discretionary RAUM · $7.8B to $13BFeb 2, 2023 to Mar 30, 2023
- Non-discretionary RAUM · $13B to $14BFeb 2, 2023 to Mar 30, 2023
- Pension RAUM · $4.7B to $6.6BFeb 2, 2023 to Mar 30, 2023
- Pooled vehicle RAUM · unset to 5568000000.0Feb 2, 2023 to Mar 30, 2023
- RAUM · $21B to $27BFeb 2, 2023 to Mar 30, 2023
- Accounts · 10 to 16Sep 3, 2021 to Mar 31, 2022
Signals
27 dated events
- M••••• S•••• (Director Of The Board) no longer on Schedule A of B••••••••• ••••• L•••••• P••••••••• (listed 2024-03-29, absent 2024-04-24)Apr 24, 2024 · Control person left · inference
- Timothy Deacon (Director Of The Board) appeared on Schedule A of B••••••••• ••••• L•••••• P•••••••••Apr 24, 2024 · Control person joined · fact
- M•••••• K•••••• (Director Of The Board) appeared on Schedule A of B••••••••• ••••• L•••••• P•••••••••Mar 29, 2024 · Control person joined · fact
- D. K•••• S••••• (Director Of The Board) no longer on Schedule A of B••••••••• ••••• L•••••• P••••••••• (listed 2023-08-09, absent 2024-03-29)Mar 29, 2024 · Control person left · inference
- D. K•••• S••••• (Director Of The Board) appeared on Schedule A of B••••••••• ••••• L•••••• P•••••••••Aug 9, 2023 · Control person joined · fact
- B••••••••• ••••• L•••••• P••••••••• reported RAUM $26.5B, up 28% from $20.7B (2023-02-02 to 2023-03-30)Mar 30, 2023 · RAUM change · derived
- P•••• T••••• M••••• (Director Of The Board) no longer on Schedule A of B••••••••• ••••• L•••••• P••••••••• (listed 2023-02-02, absent 2023-03-30)Mar 30, 2023 · Control person left · inference
- Joseph Colm Freyne (Director Of The Board) no longer on Schedule A of B••••••••• ••••• L•••••• P••••••••• (listed 2022-03-31, absent 2023-02-02)Feb 2, 2023 · Control person left · inference
- Brill Randolph Brown (Director Of The Board) appeared on Schedule A of B••••••••• ••••• L•••••• P•••••••••Feb 2, 2023 · Control person joined · fact
- D. K•••• S••••• (Director Of The Board) no longer on Schedule A of B••••••••• ••••• L•••••• P••••••••• (listed 2021-04-30, absent 2021-08-10)Aug 10, 2021 · Control person left · inference
- M••••• S•••• (Director Of The Board) appeared on Schedule A of B••••••••• ••••• L•••••• P•••••••••Aug 10, 2021 · Control person joined · fact
- James Richard Crofts (Chief Financial Officer) no longer on Schedule A of B••••••••• ••••• L•••••• P••••••••• (listed 2020-08-07, absent 2021-03-26)Mar 26, 2021 · Control person left · inference
- Macbrien Benjamin Gray (Managing Director, Co-General Counsel) no longer on Schedule A of B••••••••• ••••• L•••••• P••••••••• (listed 2020-08-07, absent 2021-03-26)Mar 26, 2021 · Control person left · inference
- D••••••• G••• (Chief Financial Officer) appeared on Schedule A of B••••••••• ••••• L•••••• P•••••••••Mar 26, 2021 · Control person joined · fact
- Neil Gary Whitelaw (Group Chief Executive Officer And Director Of The Board) no longer on Schedule A of B••••••••• ••••• L•••••• P••••••••• (listed 2020-03-30, absent 2020-08-07)Aug 7, 2020 · Control person left · inference
- B••••••••• ••••• L•••••• P••••••••• reported RAUM $20.0B, up 42% from $14.1B (2019-07-24 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
- Young Andrew Yoon (Chief Operating Officer) appeared on Schedule A of B••••••••• ••••• L•••••• P•••••••••Jul 24, 2019 · Control person joined · fact
- S•••• Karamjit Kalsi (President And Director Of The Board) appeared on Schedule A of B••••••••• ••••• L•••••• P•••••••••Jul 24, 2019 · Control person joined · fact
- J Christopher Niehaus (Managing Partner, Co-Head Of Us) appeared on Schedule A of B••••••••• ••••• L•••••• P•••••••••Jul 24, 2019 · Control person joined · fact
- Macbrien Benjamin Gray (Managing Director, Co-General Counsel) appeared on Schedule A of B••••••••• ••••• L•••••• P•••••••••Jul 24, 2019 · Control person joined · fact
- Anthony John Carrafiell (Limited Partner) appeared on Schedule A of B••••••••• ••••• L•••••• P•••••••••Jul 24, 2019 · Control person joined · fact
- P•••• T••••• M••••• (Director Of The Board) appeared on Schedule A of B••••••••• ••••• L•••••• P•••••••••Jul 24, 2019 · Control person joined · fact
- Joseph Colm Freyne (Director Of The Board) appeared on Schedule A of B••••••••• ••••• L•••••• P•••••••••Jul 24, 2019 · Control person joined · fact
- D. K•••• S••••• (Director Of The Board) appeared on Schedule A of B••••••••• ••••• L•••••• P•••••••••Jul 24, 2019 · Control person joined · fact
- Eugene Reade Griffith (Director Of The Board) appeared on Schedule A of B••••••••• ••••• L•••••• P•••••••••Jul 24, 2019 · Control person joined · fact
- B•••••• K•••••• ••••• L• reported succeeding to the business of Another Adviser (Form ADV Item 4)May 15, 2019 · Succession (Item 4) · fact
- S••••• L••••• (Director Of The Board) no longer on Schedule A of B••••••••• ••••• L•••••• P••••••••• (listed 2018-06-25, absent 2019-02-22)Feb 22, 2019 · Control person left · inference
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/teambgoreportedpublic record, Form ADV, Sep 18, 2026
- Website
- bentallgreenoak.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 206-623-4739reportedpublic record, Form ADV, Jul 30, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Other adviserderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
B••••••••• ••••• L•••••• P••••••••• is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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