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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 Aug 17, 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 |
|---|---|---|---|
| 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.