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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 Oct 1, 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
- https://bentallgreenoak.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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | AUM | $24,720,000,000 | $24,067,000,000 | decreased by$653,000,000 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 114 | 127 | increased by13 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 16 | 17 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $20,712,000,000 | $24,720,000,000 | increased by$4,008,000,000 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 16 | 17 | increased by1 |
| Apr 1, 2022 | Employees | 132 | 114 | decreased by18 |
| Apr 1, 2022 | Clients | 10 | 16 | increased by6 |
| Apr 1, 2022 | AUM | $19,524,000,000 | $20,712,000,000 | increased by$1,188,000,000 |
| Apr 1, 2022 | Accounts | 10 | 16 | increased by6 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BENTALLGREENOAK (U” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BENTALLGREENOAK (U” may also match similarly-named firms). Confirm identity against each filing.
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.