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.
SEC-registered adviser
Bentallgreenoak Strategic Capital Partners
Legal name Bentallgreenoak Strategic Capital Partners LLC
Latest filing Jul 30, 2026
First filing on the tape Apr 3, 2012 · 41 filings
SEC status approved since Jan 6, 2006
RAUM
$3.5B
reported, Item 5.F
Discretionary
85%
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
19
13 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
89
reported on Schedule D
History
41 filings and snapshots on the tape
RAUM$3.5B as of Jul 30, 2026
Apr 3, 2012$2.1B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jul 30, 2026
Apr 3, 20120 then
Employees (5.A)19 as of Jul 30, 2026
Mar 28, 201340 then
Private funds89 as of Jul 30, 2026
Apr 3, 201214 then
RAUM -0.7% over the last fiscal year-2.1% 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
- $40.9MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 85%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- -0.7%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 pooled vehicles, selection of other advisersreportedItem 5.G
- 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)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$3.5B100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 86reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=true related_bank=true bd_reps=0.0derived
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
113 reported on Schedule D 7.B.(1)
All funds of Bentallgreenoak Strategic Capital Partners
Owners and control persons
Schedule A and B, latest filing
- Cherine Aboulzelof · Managing Directorcontrolsince 04/2023 · owns less than 5%
- George Angus Matthew Campbell · Managing Partner, General Counsel, Chief Compliance Officercontrolsince 04/2021 · owns less than 5%
- Devinder Gill · Chief Financial Officercontrolsince 04/2021 · owns less than 5%
- J Christopher Niehaus · Managing Partnercontrolsince 07/2021 · owns less than 5%
- John So · Managing Directorcontrolsince 04/2021 · owns less than 5%
- Young Andrew Yoon · Chief Operating Officercontrolsince 04/2021 · owns less than 5%
- Anthony John Carrafiell · Limited Partnercontrolsince 07/2019 · owns 25% to 50% of Go Equity 1 LP
- Singh Karamjit Kalsi · Ownercontrolsince 07/2019 · owns 25% to 50% of Dharma Real Estate LLC
Entity owners
- Bentallgreenoak (U.S.) Limited Partnership · Member Of Bentallgreenoak Strategic Capital Partners LLCdirect · owns 75% or more
- Bentallgreenoak (U.S.) G.P. LLC · General Partnerindirect · owns F of Bentallgreenoak (U.S.) Limited Partnership
- Dharma Real Estate LLC · Limited Partnerindirect · owns 25% to 50% of Go Equity 1 LP
- Go Equity 1 LP · Limited Partnerindirect · owns 25% to 50% of Bentallgreenoak (U.S.) Limited Partnership
- Go Equity Gp LLC · General Partnerindirect · owns F of Go Equity 1 LP
- Sl Investment US-Re Holdings 2009-1, Inc. · Limited Partnerindirect · owns 50% to 75% of Bentallgreenoak (U.S.) Limited Partnership
- Sun Life 2007-1 Financing Corp. · Sole Shareholderindirect · owns 75% or more of Sun Life Assurance Company Of Canada - U.S. Operations Holdings, Inc.
- Sun Life Assurance Company Of Canada - U.S. Operations Holdings, Inc. · Sole Shareholderindirect · owns 75% or more of Sun Life Financial (U.S.) Holdings, Inc.
- Sun Life Financial (U.S.) Holdings, Inc. · Sole Shareholderindirect · owns 75% or more of Sun Life Financial (U.S.) Investments LLC
- Sun Life Financial (U.S.) Investments LLC · Sole Shareholderindirect · owns 75% or more of Sun Life Investment Management U.S., Inc.
- Sun Life Financial Inc. · Sole Shareholderindirect · owns 75% or more of Sun Life Global Investments Inc. · public reporting company
- Sun Life Global Investments Inc. · Sole Shareholderindirect · owns 75% or more of Sun Life 2007-1 Financing Corp.
- Sun Life Investment Management U.S., Inc. · Ownerindirect · owns 75% or more of Go Equity Gp LLC
- Sun Life Investment Management U.S., Inc. · Ownerindirect · owns 75% or more of Sl Investment US-Re Holdings 2009-1, Inc.
- Tetragon Bgo Holdings II LLC · Limited Partnerindirect · owns 75% or more of Tetragon Go Equity Holdings LP
- Tetragon Capital Management LLC · Ownerindirect · owns 75% or more of Tetragon Bgo Holdings II LLC
- Tetragon Financial Group Limited · Ownerindirect · owns 75% or more of Tfg Asset Management Topco Ltd. · public reporting company
- Tetragon Financial Group Limited · Ownerindirect · owns 75% or more of Tetragon Go Equity Holdings Gp, LLC · public reporting company
- Tetragon Go Equity Holdings Gp, LLC · General Partnerindirect · owns F of Tetragon Go Equity Holdings LP
- Tfg Asset Management LP · Ownerindirect · owns 75% or more of Tfg Asset Management Uk Limited
Related persons
Schedule D 7.A
- Advisors Asset Management, Inc.broker-dealerinvestment advisern
- Bentallgreenoak (U.S.) Limited Partnershipinvestment adviseryRAUM $24B
- Bentallgreenoak Real Estate US LLCbroker-dealern
- Bgo Capital (Canada) Inc.broker-dealern
- Bgo Scp Funds Gp LLCbankpooled vehicle sponsorn
- Bgo Scp Funds Gp, LPbankpooled vehicle sponsorn
- Bgo Sec III Gp, LPbankpooled vehicle sponsorn
- Bgo US Real Estate LPinvestment adviseryRAUM $24B
- Carlyle-Mre Terra Gp, LPbankpooled vehicle sponsorn
- Crescent Cap Advisors, LLCinvestment advisernRAUM $1.8B
- Crescent Capital Group LPinvestment advisernRAUM $50B
- Infrared Capital Partners Limitedinvestment advisernRAUM $14B
- Mfs Investment Managementinvestment advisernRAUM $514B
- Metropolitan Md Gp, L.P.bankpooled vehicle sponsorn
- Mfs Fund Distributors, Inc.broker-dealern
- Mfs Institutional Advisors Inc.investment advisernRAUM $114B
- Mre Terra Gp, L.P.bankpooled vehicle sponsorn
- Mre Tpsf Gp, L.P.bankpooled vehicle sponsorn
- Mrep (Second) Gp II, L.P.bankpooled vehicle sponsorn
- Mrep (Second) Gp, L.P.bankpooled vehicle sponsorn
- Mrep 2008-Dcif, LLCbankpooled vehicle sponsorn
- Mrep Co-Investments K Gp, LLCbankpooled vehicle sponsorn
- Mrep Scif B Manager, LLCbankpooled vehicle sponsorn
- Mrep-Ds2, LLCbankpooled vehicle sponsorn
- Mrep-Scif II B Manager, LLCbankpooled vehicle sponsorn
- Mrep-Scif II Gp, L.P.bankpooled vehicle sponsorn
- Mrep-Scif, LLCbankpooled vehicle sponsorn
- Mrep10, LLCbankpooled vehicle sponsorn
- Mrep4, LLCbankpooled vehicle sponsorn
- Mrep5, LLCbankpooled vehicle sponsorn
Advisers that list Bentallgreenoak Strategic Capital Partners as a related person
Offices
Schedule D 1.F, the 25 largest
- Central, Hong Kong34 employees
- London, United Kingdom3 employees
What changed
consecutive filings, newest first
- BD registered reps · 1 to 0Jul 10, 2025 to Mar 27, 2026
- Private funds · 88 to 89Jul 10, 2025 to Mar 27, 2026
- Discretionary RAUM · $3.0B to $3.0BJul 10, 2025 to Mar 27, 2026
- Non-discretionary RAUM · $558M to $522MJul 10, 2025 to Mar 27, 2026
- Pooled vehicle RAUM · $3.5B to $3.5BJul 10, 2025 to Mar 27, 2026
- RAUM · $3.5B to $3.5BJul 10, 2025 to Mar 27, 2026
- Financial planning clients · unset to Jun 11, 2025 to Jul 10, 2025
- Accounts · 91 to 86Apr 24, 2024 to Mar 28, 2025
- Advisory employees · 18 to 13Apr 24, 2024 to Mar 28, 2025
- Pooled vehicle clients · 91 to 86Apr 24, 2024 to Mar 28, 2025
- Employees · 32 to 19Apr 24, 2024 to Mar 28, 2025
- Private funds · 106 to 88Apr 24, 2024 to Mar 28, 2025
- Discretionary RAUM · $3.0B to $3.0BApr 24, 2024 to Mar 28, 2025
- Non-discretionary RAUM · $581M to $558MApr 24, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $3.5B to $3.5BApr 24, 2024 to Mar 28, 2025
- RAUM · $3.5B to $3.5BApr 24, 2024 to Mar 28, 2025
- Accounts · 101 to 91Aug 9, 2023 to Mar 31, 2024
- Advisory employees · 10 to 18Aug 9, 2023 to Mar 31, 2024
- Pooled vehicle clients · 101 to 91Aug 9, 2023 to Mar 31, 2024
- Employees · 24 to 32Aug 9, 2023 to Mar 31, 2024
- Private funds · 96 to 106Aug 9, 2023 to Mar 31, 2024
- Discretionary RAUM · $3.2B to $3.0BAug 9, 2023 to Mar 31, 2024
- Non-discretionary RAUM · $497M to $581MAug 9, 2023 to Mar 31, 2024
- Pooled vehicle RAUM · $3.7B to $3.5BAug 9, 2023 to Mar 31, 2024
- RAUM · $3.7B to $3.5BAug 9, 2023 to Mar 31, 2024
- Accounts · 92 to 101May 3, 2022 to Mar 29, 2023
- Advisory employees · 18 to 10May 3, 2022 to Mar 29, 2023
- Pooled vehicle clients · 92 to 101May 3, 2022 to Mar 29, 2023
- Employees · 37 to 24May 3, 2022 to Mar 29, 2023
- Discretionary RAUM · $2.6B to $3.2BMay 3, 2022 to Mar 29, 2023
- Non-discretionary RAUM · $266M to $497MMay 3, 2022 to Mar 29, 2023
- Pooled vehicle RAUM · $2.9B to $3.7BMay 3, 2022 to Mar 29, 2023
- RAUM · $2.9B to $3.7BMay 3, 2022 to Mar 29, 2023
- Accounts · 89 to 92Jun 23, 2021 to Mar 31, 2022
- Pooled vehicle clients · 90 to 92Jun 23, 2021 to Mar 31, 2022
- Legal name · METROPOLITAN REAL ESTATE EQUITY MANAGEMENT, LLC to BENTALLGREENOAK STRATEGIC CAPITAL PARTNERS LLCJun 23, 2021 to Mar 31, 2022
- Private funds · 88 to 96Jun 23, 2021 to Mar 31, 2022
- Discretionary RAUM · $2.3B to $2.6BJun 23, 2021 to Mar 31, 2022
- Non-discretionary RAUM · $232M to $266MJun 23, 2021 to Mar 31, 2022
- Pooled vehicle RAUM · $2.6B to $2.9BJun 23, 2021 to Mar 31, 2022
Signals
21 dated events
- Cherine Aboulzelof (Managing Director) appeared on Schedule A of Bentallgreenoak Strategic Capital PartnersMay 15, 2023 · Control person joined · fact
- Weber Sarah Schwarzschild (Managing Director) no longer on Schedule A of Bentallgreenoak Strategic Capital Partners (listed 2023-03-29, absent 2023-05-15)May 15, 2023 · Control person left · inference
- Bentallgreenoak Strategic Capital Partners reported RAUM $3.7B, up 30% from $2.9B (2022-05-03 to 2023-03-29)Mar 29, 2023 · RAUM change · derived
- J Christopher Niehaus (Managing Partner) appeared on Schedule A of Bentallgreenoak Strategic Capital PartnersMar 31, 2022 · Control person joined · fact
- Kathleen Erica Herberg (Chief Financial Officer) no longer on Schedule A of Bentallgreenoak Strategic Capital Partners (listed 2021-03-31, absent 2021-04-29)Apr 29, 2021 · Control person left · inference
- Rudolfina Geertruida Bagijn-Van Overbeeke (Managing Director) no longer on Schedule A of Bentallgreenoak Strategic Capital Partners (listed 2021-03-31, absent 2021-04-29)Apr 29, 2021 · Control person left · inference
- George Angus Matthew Campbell (Managing Director, General Counsel, Chief Compliance Officer) appeared on Schedule A of Bentallgreenoak Strategic Capital PartnersApr 29, 2021 · Control person joined · fact
- Anthony John Carrafiell (Limited Partner) appeared on Schedule A of Bentallgreenoak Strategic Capital PartnersApr 29, 2021 · Control person joined · fact
- Singh Karamjit Kalsi (Owner) appeared on Schedule A of Bentallgreenoak Strategic Capital PartnersApr 29, 2021 · Control person joined · fact
- Young Andrew Yoon (Chief Operating Officer) appeared on Schedule A of Bentallgreenoak Strategic Capital PartnersApr 29, 2021 · Control person joined · fact
- Devinder Gill (Chief Financial Officer) appeared on Schedule A of Bentallgreenoak Strategic Capital PartnersApr 29, 2021 · Control person joined · fact
- Weber Sarah Schwarzschild (Managing Director) appeared on Schedule A of Bentallgreenoak Strategic Capital PartnersApr 29, 2021 · Control person joined · fact
- John So (Managing Director) appeared on Schedule A of Bentallgreenoak Strategic Capital PartnersApr 29, 2021 · Control person joined · fact
- Kathleen Erica Herberg (Chief Financial Officer) appeared on Schedule A of Bentallgreenoak Strategic Capital PartnersMay 13, 2019 · Control person joined · fact
- Rudolfina Geertruida Bagijn-Van Overbeeke (Managing Director) appeared on Schedule A of Bentallgreenoak Strategic Capital PartnersMay 13, 2019 · Control person joined · fact
- Bennett Lauren Dillard (Managing Director) no longer on Schedule A of Bentallgreenoak Strategic Capital Partners (listed 2019-04-30, absent 2019-05-13)May 13, 2019 · Control person left · inference
- Lyle Curtis Buser (Chief Financial Officer) no longer on Schedule A of Bentallgreenoak Strategic Capital Partners (listed 2019-04-30, absent 2019-05-13)May 13, 2019 · Control person left · inference
- Bentallgreenoak Strategic Capital Partners reported RAUM $2.7B, up 33% from $2.0B (2019-01-15 to 2019-03-29)Mar 29, 2019 · RAUM change · derived
- Lyle Curtis Buser (Chief Financial Officer) appeared on Schedule A of Bentallgreenoak Strategic Capital PartnersJan 15, 2019 · Control person joined · fact
- Bennett Lauren Dillard (Managing Director) appeared on Schedule A of Bentallgreenoak Strategic Capital PartnersJan 15, 2019 · Control person joined · fact
- Michael David Sherman (Managing Director And Co-Founder) no longer on Schedule A of Bentallgreenoak Strategic Capital Partners (listed 2018-11-15, absent 2019-01-15)Jan 15, 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 17, 2026
- Website
- bentallgreenoak.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 212-359-7800reportedpublic 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
- Asset manager (funds and pooled vehicles)deriveda 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
Bentallgreenoak Strategic Capital Partners 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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