Data / Investment advisers / Washington / Bentallgreenoak (U.S.) Limited Partnership
Bentallgreenoak (U.S.) Limited Partnership, Seattle, WA: $24.1 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Bentallgreenoak (U.S.) Limited Partnership is an SEC registered investment adviser with its main office in Seattle, Washington and reports $24.1 billion in regulatory assets under management in its Form ADV filed July 30, 2026. Its clients include banks and thrifts, pension and profit sharing plans and pooled investment vehicles. It is paid through a percentage of assets under management and performance based fees. It advises 24 private funds.
The request: Watch Bentallgreenoak (U.S.) Limited Partnership (CRD number 111470): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 111470
- SEC file number
- 801-24618
- SEC status
- Approved, effective July 25, 1985
- Main office
- 1201 Third Avenue Suite 3000, Seattle, WA 98101
- Phone
- (206) 623-4739
- Website
- bgo.com
- Regulatory AUM
- $24,067,000,000 in the Form ADV filed July 30, 2026
- Discretionary AUM
- $13,393,000,000
- Non discretionary AUM
- $10,674,000,000
- Accounts
- 17
- Employees
- 127, of which 16 give investment advice
- Form of organization
- Limited Partnership
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 24: 18 real estate funds, 6 other private funds
- Gross assets of private funds
- $13,950,062,961
- Other offices
- 6
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions, self-regulatory organization actions
- Latest Form ADV filing
- July 30, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Banking or thrift institutions | 2 | $9.92 billion |
| Pension and profit sharing plans | 4 | $7.25 billion |
| Pooled investment vehicles | 9 | $5.91 billion |
| Insurance companies | 2 | $992 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $24.07 billion | March 30, 2026 |
| December 1, 2025 | $24.72 billion | August 6, 2025 |
Other advisers in Seattle
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Parametric Portfolio Associates | Seattle | $684.78 billion | 12 | adviserinfo.sec.gov |
| Russell Investments | Seattle | $81.09 billion | Not listed | adviserinfo.sec.gov |
| Russell Investments | Seattle | $68.60 billion | 1 | adviserinfo.sec.gov |
| Russell Investments | Seattle | $35.03 billion | 43 | adviserinfo.sec.gov |
| Invesco Managed Accounts, LLC | Seattle | $31.28 billion | Not listed | adviserinfo.sec.gov |
| Himalaya Capital | Seattle | $21.39 billion | 1 | adviserinfo.sec.gov |
| Brighton Jones LLC | Seattle | $18.88 billion | 5 | adviserinfo.sec.gov |
| Freestone Capital Management, LLC | Seattle | $14.54 billion | 14 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Seattle, WA
- Investment advisers in Washington
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving banks and thrifts
- Advisers serving pension and profit sharing plans
- Advisers that manage private funds
- Bentallgreenoak (U.S.) Limited Partnership on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.