SourcingSourcing

BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP

C26
CRD 111470·SEC 801-24618·SEATTLE, WA
AUM
$24.07B
$1B+
Est. Revenue
$240.7M
@ 1% on AUM
Est. EBITDA
$72.2M
@ 30% margin
Est. Deal Value
$577.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP
CRD
111470
SEC file #
801-24618
EIN
—
DBA names
—

Economics

AUM
$24.07B
AUM band
$1B+
AUM trajectory
'20'26
$14.09B → $24.07B▲ +71%
Client mix
Pooled Investment Vehicles9
Pension Profit Sharing Plans4
Banking Institutions2
Insurance Companies2

Operations

Employees (total)
127
Advisory staff (per ADV)
16
Advisory staff (5-yr trend)
'20'26
14 advisors → 16 advisors▲ +14%
Primary office
SEATTLE WA
Branches
—

Custodian & Brokerage

Primary custodian
JPMorganlow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businessesOther Advisory Services
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
bgo.com

Compliance

Disclosures (firm)
2
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SL INVESTMENT US-RE HOLDINGS
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
9
Control Persons
SL INVESTMENT US-RE HOLDINGS
SUN LIFE INVESTMENT
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
BGO.COM
Rdap Domain Creation Date
1998-07-01T04:00:00Z
Rdap Firm Age Years
28
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
1
Form 5500 Total Participants
369
Form 5500 Compensation Trajectory 3y
20240
Form 5500 Plan Count Trajectory 3y
20241
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Jpmorgan20
E*trade4
Fee Schedule
Bracket Xii98
Bracket Ii1
Bracket Xi1
Bracket I0
Bracket Iii0
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-06-30T04:00:00Z
Rdap Domain Last Changed
2026-05-01T06:46:08Z
Rdap Nameservers
Ns20.digicertdns.comNs21.digicertdns.comNs22.digicertdns.comNs23.digicertdns.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
Yes

People (6)

6
CARRAFIELL, JOHN, ANTHONY
Direct Owner · 17.5%
1748512
KALSI, KARAMJIT, SINGH
Direct Owner · 17.5%
2085405
Gill, Devinder
Executive Officer · 2.5%
7355048
NIEHAUS, CHRISTOPHER, J
Executive Officer · 2.5%
2036937
YOON, ANDREW, YOUNG
Executive Officer · 2.5%
4007049
CAMPBELL, MATTHEW, GEORGE
Executive Officer · 2.5%
6279758