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
Bgo US Real Estate LP
Latest filing Jul 30, 2026
First filing on the tape Feb 14, 2012 · 44 filings
SEC status approved since Mar 30, 2012
RAUM
$24B
reported, Item 5.F
Discretionary
100%
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
103
32 advisory (5.B.1)
Offices
8
beyond the principal office
Private funds
82
reported on Schedule D
History
44 filings and snapshots on the tape
RAUM$24B as of Jul 30, 2026
Mar 22, 2013$893M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jul 30, 2026
Mar 22, 20130 then
Employees (5.A)103 as of Jul 30, 2026
Mar 22, 201338 then
Private funds82 as of Jul 30, 2026
Mar 22, 20133 then
RAUM +32% over the last fiscal year+15% 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
- $91.4MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived9 offices incl. principal (1.F.5)
- RAUM growth, one year
- +32%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-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 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)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- 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$24B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 264reported
- 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=16.0derived
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
47 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Greenoak Europe III, LP | Real Estate Fund | $991M | 56 | Mar 31, 2020 |
| Greenoak US III, LP | Real Estate Fund | $710M | 58 | Mar 30, 2017 |
| West End Of London Property Unit Trust | Real Estate Fund | $676M | 9 | Mar 31, 2020 |
| Greenoak Europe Core Plus Logistics Scsp | Real Estate Fund | $614M | 28 | Mar 29, 2019 |
| Greenoak Europe Secured Lending II Slp | Real Estate Fund | $550M | 30 | Mar 31, 2020 |
| Bentallgreenoak Europe IV, LP | Real Estate Fund | $391M | 21 | Mar 31, 2022 |
| 105vs | Real Estate Fund | $377M | 4 | Mar 29, 2023 |
| Bentallgreenoak Europe (Lux) IV, Scsp | Real Estate Fund | $352M | 11 | Mar 31, 2022 |
| Bentallgreenoak Europe Core Plus Logistics Scsp Sicav-Raif | Real Estate Fund | $347M | 6 | Mar 31, 2022 |
| Greenoak Uk Secured Lending II LP | Real Estate Fund | $270M | 26 | Mar 30, 2017 |
| Mc Greenoak Core Plus Fund, LP | Real Estate Fund | $250M | 28 | Mar 28, 2018 |
| Greenoak Europe II, LP | Real Estate Fund | $215M | 53 | Mar 30, 2017 |
| Greenoak US Parallel III-F, LP | Real Estate Fund | $208M | 8 | Mar 30, 2017 |
| Greenoak Europe Secured Lending Slp | Real Estate Fund | $204M | 21 | Mar 30, 2017 |
| Bentallgreenoak Uk Secured Lending III LP | Real Estate Fund | $176M | 36 | Mar 31, 2021 |
| Bentallgreenoak Europe Secured Lending III LP | Real Estate Fund | $176M | 42 | Mar 29, 2023 |
| Regents Wharf | Real Estate Fund | $163M | 3 | Mar 31, 2022 |
| Greenoak US II, LP | Real Estate Fund | $162M | 54 | Mar 31, 2014 |
| Greenoak Asia III, LP | Real Estate Fund | $157M | 7 | Mar 31, 2020 |
| Greenoak US Parallel III-A,LP | Real Estate Fund | $140M | 1 | Mar 28, 2018 |
| Greenoak Tactical Lending Slp | Real Estate Fund | $132M | 8 | Mar 31, 2020 |
| Greenoak Europe (Lux) III Scsp | Real Estate Fund | $112M | 5 | Mar 31, 2022 |
| Greenoak Asia (Usd) II, LP | Real Estate Fund | $109M | 50 | Mar 30, 2015 |
| Greenoak Asia (Usd) III, LP | Real Estate Fund | $73.1M | 2 | Mar 31, 2020 |
| Greenoak Asia (Usd Parallel) III, LP | Real Estate Fund | $57.6M | 2 | Mar 31, 2021 |
| Greenoak Asia Parallel III, LP | Real Estate Fund | $56.7M | 2 | Mar 31, 2020 |
| Greenoak Europe Core Plus Logistics Parallel Scsp | Real Estate Fund | $44.3M | 1 | Mar 31, 2021 |
| Greenoak Asia Parallel II, LP | Real Estate Fund | $33.0M | 2 | Mar 30, 2016 |
| Greenoak Asia II, LP | Real Estate Fund | $32.0M | 4 | Mar 30, 2016 |
| Kril Europe Fund 1 Sarlno longer reported | Real Estate Fund | $30.1M | 1 | Feb 14, 2012 |
| Greenoak US Parallel II, LP | Real Estate Fund | $26.8M | 1 | Mar 31, 2014 |
| Bentallgreenoak Asia Core Plus Joint Venture, LP | Real Estate Fund | $26.4M | 2 | Mar 29, 2023 |
| Bentallgreenoak Asia Core Plus Partnership, LP | Real Estate Fund | $24.0M | 7 | Mar 29, 2023 |
| Greenoak US (Eu Parallel) II S.C.S. Sicav | Real Estate Fund | $16.0M | 1 | Mar 30, 2015 |
| Greenoak Spain, LP | Real Estate Fund | $5.6M | 39 | Mar 30, 2015 |
| Go Yushima Holding, LPno longer reported | Real Estate Fund | $5.0M | 15 | Feb 14, 2012 |
| Go Houston Rohv Holding, LPno longer reported | Real Estate Fund | $2.5M | 20 | Feb 14, 2012 |
| Bentallgreenoak Asia (Usd) IV, LP | Real Estate Fund | $1.8M | 2 | Mar 29, 2024 |
| Bentallgreenoak Asia IV, LP | Real Estate Fund | $1.5M | 2 | Mar 29, 2024 |
| Greenoak Uk Secured Lending LPno longer reported | Real Estate Fund | $557,833 | 19 | Mar 31, 2014 |
Owners and control persons
Schedule A and B, latest filing
- George Angus Matthew Campbell · Managing Partner, General Counsel, Chief Risk Officer & Chief Compliance Officercontrolsince 11/2019 · owns less than 5%
- Anthony John Carrafiell · Co-Chief Executive Officer & Chief Investment Officercontrolsince 09/2010 · owns 10% to 25%
- Singh Karamjit Kalsi · Co-Chief Executive Officer & Chief Investment Officercontrolsince 09/2010 · owns less than 5%
- Young Andrew Yoon · Chief Operating Officercontrolsince 09/2010 · owns less than 5%
- Anthony John Carrafiell · Limited Partnercontrolsince 07/2019 · owns 25% to 50% of Go Equity 1 LP
- Singh Karamjit Kalsi · Membercontrolsince 05/2010 · owns 75% or more of Dharma Real Estate, LLC
- Ann Lori Biancamano · Chief Financial Officersince 02/2016 · owns less than 5%
Entity owners
- Bentallgreenoak (U.S.) Limited Partnership · Limited Partnerdirect · owns 75% or more
- Go Equity Gp LLC · General Partnerdirect · owns less than 5%
- 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 Partnershipindirect · 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.
- 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. · Limited Partnershipindirect · owns 75% or more of Sl Investment US-Re Holdings 2009-1, Inc.
- Sun Life Investment Management U.S., Inc. · Sole Shareholderindirect · owns 75% or more of Bentallgreenoak (U.S.) G.P. LLC
- Sun Life Investment Management U.S., Inc. · Ownerindirect · owns 50% to 75% of Bentallgreenoak (U.S.) Limited Partnership
- Sun Life Investment Management U.S., Inc. · Ownerindirect · owns 75% or more of Go Equity Gp LLC
- 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 · Memberindirect · owns 75% or more of Tetragon Go Equity Holdings Gp, LLC
Related persons
Schedule D 7.A
- Advisors Asset Management, Inc.broker-dealerinvestment advisern
- Bentallgreenoak (U.S.) Limited Partnershipinvestment adviseryRAUM $24B
- Bentallgreenoak Asia Advisor LPinvestment advisery
- Bentallgreenoak Real Estate US LLCbroker-dealery
- Bentallgreenoak Strategic Capital Partnersinvestment advisernRAUM $3.5B
- Bgo Capital (Canada) Inc.broker-dealerinvestment advisern
- Crescent Cap Advisors, LLCinvestment advisernRAUM $1.8B
- Crescent Capital Group LPinvestment advisernRAUM $50B
- Go Equity Gp LLCy
- Go Europe Advisor, LPinvestment advisery
- Greenoak Asia Gp II, LPinvestment adviserpooled vehicle sponsory
- Greenoak Europe Core Plus Logistics Gp S.A R.L.investment adviserpooled vehicle sponsory
- Greenoak Europe II Gp, LPinvestment adviserpooled vehicle sponsory
- Greenoak Europe Secured Lending Gp S.A.R.L.investment adviserpooled vehicle sponsory
- Greenoak India Investment Advisors Private Limitedinvestment advisery
- Greenoak Japan Gp, LPinvestment adviserpooled vehicle sponsory
- Greenoak Mc Core Plus Gp, LLCinvestment adviserpooled vehicle sponsory
- Greenoak Spain Gp Ltd.investment adviserpooled vehicle sponsory
- Greenoak Uk Secured Lending Gp Ltd.investment adviserpooled vehicle sponsory
- Greenoak Uk Secured Lending II Gp Ltdinvestment adviserpooled vehicle sponsory
- Greenoak US (Eu Parallel) Gp S.A.R. L.investment adviserpooled vehicle sponsory
- Greenoak US Gp II, LPinvestment adviserpooled vehicle sponsory
- Greenoak US Gp III, LPinvestment adviserpooled vehicle sponsory
- Greenoak US Gp, LPinvestment adviserpooled vehicle sponsory
- Independence Life And Annuity Companyreal estaten
- Infrared Capital Partners Limitedinvestment advisernRAUM $14B
- Mfs Investment Managementinvestment adviserbanknRAUM $514B
- Newtower Trust Companyy
- Sepulveda Distributors LLCbroker-dealern
- Sun Life And Health Insurance Company (U.S.)real estaten
Advisers that list Bgo US Real Estate LP as a related person
Offices
Schedule D 1.F, the 25 largest
- London, United Kingdom23 employees
- Tokyo, Japan15 employees
- Santa Monica, CA4 employees
- San Francisco, CA3 employees
- Miami Beach, FL3 employees
- Mumbai City, India2 employees
- Milan, Italy1 employees
- Madrid, Spain1 employees
- Koln, Germany
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- private fund count surgeChange between filings · filing Mar 30, 2026private funds (Schedule D 7.B.1) moved from 47.0 to 82.0 (+74.0%) between the annual amendments of 2025-03-28 and 2026-03-30; the peer median change was +5.0% (319 comparable advisers, 96.0th percentile of changes)peers: asset managers, $20B and over (319) · 96% percentile
What changed
consecutive filings, newest first
- Accounts · 52 to 264Jun 11, 2025 to Mar 30, 2026
- Pooled vehicle clients · 52 to 264Jun 11, 2025 to Mar 30, 2026
- Private funds · 47 to 82Jun 11, 2025 to Mar 30, 2026
- Discretionary RAUM · $18B to $24BJun 11, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $18B to $24BJun 11, 2025 to Mar 30, 2026
- RAUM · $18B to $24BJun 11, 2025 to Mar 30, 2026
- Financial planning clients · unset to Mar 28, 2025 to Jun 11, 2025
- Accounts · 39 to 52Jul 29, 2024 to Mar 28, 2025
- Advisory employees · 41 to 32Jul 29, 2024 to Mar 28, 2025
- BD registered reps · 24 to 16Jul 29, 2024 to Mar 28, 2025
- Pooled vehicle clients · 39 to 52Jul 29, 2024 to Mar 28, 2025
- Employees · 95 to 103Jul 29, 2024 to Mar 28, 2025
- Other offices · 9 to 8Jul 29, 2024 to Mar 28, 2025
- Private funds · 39 to 47Jul 29, 2024 to Mar 28, 2025
- Discretionary RAUM · $16B to $18BJul 29, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $16B to $18BJul 29, 2024 to Mar 28, 2025
- RAUM · $16B to $18BJul 29, 2024 to Mar 28, 2025
- Accounts · 34 to 39Feb 20, 2024 to Mar 29, 2024
- Advisory employees · 43 to 41Feb 20, 2024 to Mar 29, 2024
- Advisory activities · 2 to 1Feb 20, 2024 to Mar 29, 2024
- Pooled vehicle clients · 34 to 39Feb 20, 2024 to Mar 29, 2024
- Employees · 96 to 95Feb 20, 2024 to Mar 29, 2024
- Financial planning clients · 51-100 to unsetFeb 20, 2024 to Mar 29, 2024
- Private funds · 34 to 39Feb 20, 2024 to Mar 29, 2024
- Discretionary RAUM · $16B to $16BFeb 20, 2024 to Mar 29, 2024
- Pooled vehicle RAUM · $16B to $16BFeb 20, 2024 to Mar 29, 2024
- RAUM · $16B to $16BFeb 20, 2024 to Mar 29, 2024
- Private funds · 35 to 34Feb 20, 2024 to Feb 20, 2024
- Other offices · 8 to 9Mar 29, 2023 to Jul 21, 2023
- Accounts · 51 to 34Mar 31, 2022 to Mar 29, 2023
- Advisory employees · 64 to 43Mar 31, 2022 to Mar 29, 2023
- BD registered reps · 17 to 24Mar 31, 2022 to Mar 29, 2023
- Pooled vehicle clients · 51 to 34Mar 31, 2022 to Mar 29, 2023
- Employees · 105 to 96Mar 31, 2022 to Mar 29, 2023
- Other offices · 7 to 8Mar 31, 2022 to Mar 29, 2023
- Private funds · 33 to 35Mar 31, 2022 to Mar 29, 2023
- Discretionary RAUM · $13B to $16BMar 31, 2022 to Mar 29, 2023
- Pooled vehicle RAUM · $13B to $16BMar 31, 2022 to Mar 29, 2023
- RAUM · $13B to $16BMar 31, 2022 to Mar 29, 2023
- Accounts · 52 to 51May 6, 2021 to Mar 31, 2022
Signals
7 dated events
- Bgo Us Real Estate Lp reported RAUM $24.1B, up 32% from $18.3B (2025-06-11 to 2026-03-30)Mar 30, 2026 · RAUM change · derived
- Bgo Us Real Estate Lp reported RAUM $9.8B, up 68% from $5.9B (2020-01-17 to 2020-03-31)Mar 31, 2020 · RAUM change · derived
- George Angus Matthew Campbell (Managing Director, Co-General Counsel, Chief Risk Officer & Chief Compliance Officer) appeared on Schedule A of Bgo Us Real Estate LpMar 31, 2020 · Control person joined · fact
- William Kevin Robinson (General Counsel And Chief Compliance Officer) no longer on Schedule A of Bgo Us Real Estate Lp (listed 2020-01-17, absent 2020-03-31)Mar 31, 2020 · Control person left · inference
- Giles Gauntlet Patrick Dear (Individual) no longer on Schedule A of Bgo Us Real Estate Lp (listed 2018-09-25, absent 2019-03-29)Mar 29, 2019 · Control person left · inference
- Eugene Reade Griffith (Individual) no longer on Schedule A of Bgo Us Real Estate Lp (listed 2018-09-25, absent 2019-03-29)Mar 29, 2019 · Control person left · inference
- Bgo Us Real Estate Lp reported RAUM $5.7B, up 44% from $4.0B (2017-08-08 to 2018-03-28)Mar 28, 2018 · RAUM change · derived
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
- bgo.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
Bgo US Real Estate LP 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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