Firm profile

BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP

SEATTLE, WACRD 111470Latest ADV March 30, 2026

Bentallgreenoak (U.S.) Limited Partnership is an SEC registered investment adviser organized as a limited partnership with a primary office location in Seattle, WA.

Assets Under Management
$24.1B
Employees
127
Offices
6 offices
Total Clients
17
Primary office
SEATTLE, WA
1201 THIRD AVENUE, SUITE 3000, SEATTLE, WA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

5 roles identified
CEOJohn A. Carrafiell
CEOKaramjit S. Kalsi
CCOMatthew G. A. Campbell

Advisory services offered

3 types reported
Other advisory services
Portfolio management for businesses
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 52.9% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
52.9%
9
2
Pension Plans
23.5%
4
3
Banks
11.8%
2
4
Insurance Cos.
11.8%
2

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$24.1Bas of March 30, 2026
Discretionary55.6%
$13.4B
56% of total RAUM55.6%
Non-discretionary44.4%
$10.7B
44% of total RAUM44.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$24.1B
Total Accounts17
10Y AUM Change+$11.0B (+83.5%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees127
Clients per Employee0:1
10Y Employee Change-24 (-15.9%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.