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BENTALLGREENOAK STRATEGIC CAPITAL PARTNERS
Legal name: BENTALLGREENOAK STRATEGIC CAPITAL PARTNERS LLC
CRD 137813File 801-65113
APPROVED
Custody
Disclosure events
Filing as of Jul 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$3.51B
Top 25% of cohort (national)
Discretionary AUM
$2.99B
Non-discretionary $522.1M
Clients
86
86 accounts
Employees
19
Above cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jan 6, 2006
- Principal office
- 399 PARK AVENUE, 18TH FLOOR, NEW YORK, NY, 10022
- Phone
- 212-359-7800
- Website
- http://bentallgreenoak.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.51B
- Discretionary AUM
- $2.99B
- Non-discretionary AUM
- $522.1M
- Discretionary accounts
- 82
- Non-discretionary accounts
- 4
- Total accounts
- 86
- AUM per client
- $40.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 86 | $3.51B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11D2
- Q11E2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | AUM | $3,538,904,114 | $3,513,724,722 | decreased by$25,179,392 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 37 | 19 | decreased by18 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 92 | 86 | decreased by6 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,882,870,717 | $3,538,904,114 | increased by$656,033,397 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 92 | 86 | decreased by6 |
| Apr 1, 2022 | Clients | 90 | 92 | increased by2 |
| Apr 1, 2022 | AUM | $2,578,494,667 | $2,882,870,717 | increased by$304,376,050 |
| Apr 1, 2022 | Accounts | 89 | 92 | increased by3 |
| May 1, 2021 | Disclosures | No | Yes | |
| 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 STRATEGIC” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BENTALLGREENOAK STRATEGIC” 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.