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BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP
CRD 111470File 801-24618
APPROVED
Custody
Disclosure events
Filing as of Jul 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$24.07B
Top 10% of cohort (national)
Discretionary AUM
$13.39B
Non-discretionary $10.67B
Clients
17
17 accounts
Employees
127
Top 10% of cohort in WA
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jul 25, 1985
- Principal office
- 1201 THIRD AVENUE, SUITE 3000, SEATTLE, WA, 98101
- Phone
- 206-623-4739
- Website
- http://bgo.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $24.07B
- Discretionary AUM
- $13.39B
- Non-discretionary AUM
- $10.67B
- Discretionary accounts
- 11
- Non-discretionary accounts
- 6
- Total accounts
- 17
- AUM per client
- $1.42B
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Insurance companies | 2 | $992.0M |
| Pooled investment vehicles | 9 | $5.91B |
| Banking or thrift institutions | 2 | $9.91B |
| Pension and profit sharing plans | 4 | $7.25B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11D2
- Q11E2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.