SourcingSourcing

BGO US REAL ESTATE LP

C27
CRD 157034·SEC 801-73605·NEW YORK, NY
AUM
$24.12B
$1B+
Est. Revenue
$241.2M
@ 1% on AUM
Est. EBITDA
$72.4M
@ 30% margin
Est. Deal Value
$578.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BGO US REAL ESTATE LP
CRD
157034
SEC file #
801-73605
EIN
000000000
DBA names
—

Economics

AUM
$24.12B
AUM band
$1B+
AUM trajectory
'20'26
$5.85B → $24.12B▲ +312%
Client mix
Pooled Investment Vehicles264

Operations

Employees (total)
103
Advisory staff (per ADV)
32
Advisory staff (5-yr trend)
'20'26
54 advisors → 32 advisors▼ -41%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
JPMorganlow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based feesOther Compensation

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
BENTALLGREENOAK (U.S.)
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
7
Control Persons
BENTALLGREENOAK (U.S.)
CAMPBELL, MATTHEW, GEORGE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

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
No

SEC EDGAR

Edgar Cik
0001839834
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2021-01-14
Edgar Last Filing Date
2021-01-14
Edgar Form D Count
1
Edgar Form D Offerings
2021-01-142021-01-14 · 0001839834-21-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

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
Jpmorgan49
Raymond James25
E*trade4
Edgar Addresses
Mailing
C/O BGO US REAL ESTATE LP285 MADISON AVENUE, SUITE 1800NEW YORK, NY 10017
Business
C/O BGO US REAL ESTATE LP285 MADISON AVENUE, SUITE 1800NEW YORK, NY 10017
Edgar EIN
000000000
Edgar Recent Filings
D2021-01-14 · 0001839834-21-000002
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
Top Owner CRD
111470
Trust Company Affiliate
Yes

People (6)

6
BENTALLGREENOAK (U.S.) LIMITED
Direct Owner · 87.5%
111470
CAMPBELL, MATTHEW, GEORGE
Executive Officer · 2.5%
6279758
CARRAFIELL, JOHN, ANTHONY
Executive Officer · 2.5%
1748512
KALSI, KARAMJIT, SINGH
Executive Officer · 2.5%
2085405
YOON, ANDREW, YOUNG
Executive Officer · 2.5%
4007049
BIANCAMANO, LORI, ANN
Executive Officer · 2.5%
4692427