BGO US REAL ESTATE LP other names

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Adviser Profile

As of Date:

07/29/2024

Adviser Type:

- Large advisory firm

Number of Employees:

95 -1.04%

of those in investment advisory functions:

41 -4.65%

Registration:

SEC, Approved, 3/30/2012

AUM:

16,055,523,118 1.28%

of that, discretionary:

16,055,523,118 1.28%

Private Fund GAV:

7,881,531,475 -14.46%

Avg Account Size:

411,680,080 -11.71%

SMA’s:

NO

Private Funds:

39 4

Contact Info

212 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
16B 14B 11B 9B 7B 5B 2B
2015 2016 2017 2018 2019 2020 2021 2022 2023

Recent News



Private Funds Structure

Fund Type Count GAV
Real Estate Fund 39 $7,881,531,475

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Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM # funds
ROCKPOINT - - - 13.7b - - - 13.7b 13.5b 39
DIVCO WEST REAL ESTATE SERVICES, LLC - - - 15.3b - - - 15.3b 15.3b 25
PCCP, LLC - - - 8.9b - - - 8.9b 15.3b 22
INVESCO REAL ESTATE MANAGEMENT S.� R.L. - - - 428.8b - - - 428.8b 15.2b 9
WALTON STREET CAPITAL, L.L.C. - - - 14.4b - - - 14.4b 14.6b 68
TISHMAN SPEYER PROPERTIES, L.P. - - - 9.4b - - - 9.4b 16.1b 78
TPG REAL ESTATE ADVISORS, LLC - - - 15.8b - - - 15.8b 15.8b 30
INVESCO - - - 614.8m - - - 614.8m 18.2b 1
AFFINIUS CAPITAL - - - 10.7b - - - 10.7b 12.4b 60
ROCKWOOD CAPITAL, LLC - - - 10.9b - - - 10.9b 10.9b 26

Private Funds



Employees




Brochure Summary

Overview

Founded in 2010, BGO US Real Estate, LP (together with its affiliates, “BGO” or the “Firm”) is an investment advisory services firm specializing in investment management for private funds focused on investment in real estate and real estate- related assets. The firm is indirectly majority-owned by Sun Life Financial Inc. and operates under SLC Management, the alternative asset management arm of Sun Life. Currently, our Firm offers investment advisory services to private funds (generally referred to in this document as our clients or the “Funds”)1 sponsored by BGO or certain of its affiliates. The Funds are typically structured as limited partnerships or limited liability companies, and an affiliate of BGO serves as the general partner and/or manager of each Fund and a separate affiliate serves as investment manager or investment adviser to each Fund. We specialize in investment in real estate and real estate-related assets, and we offer a highly focused platform active in a select number of markets globally, including in North America, Asia and Europe. We generally do not offer advisory services with respect to other regions nor do we offer advice on investments that are not related (directly or indirectly) to real estate. Typically,
our advisory services include identifying and acquiring, on behalf of clients, real estate-related investments and subsequently managing such assets through a disposition. Our Firm tailors advisory services in accordance with each Fund’s investment strategy as disclosed in its offering documents (which typically include a private placement memorandum, partnership agreement and subscription agreement). These offering documents typically contain investment guidelines for and/or investment restrictions imposed on the applicable Fund. Certain of our professionals participate on investment committees established for each Fund in order to formulate investment strategies and render specialized investment advice to our clients. We do not participate in wrap fee programs. BGO generally accepts engagements on a discretionary basis. The amount of client assets that BGO manages on a discretionary basis, as of December 31, 2023, is $16.155 Billion. BGO currently does not manage any assets on a non-discretionary basis. 1 Our use of “client” or “Fund” generally does not include investors and other persons who invest in BentallGreenOak’s or BGO’s Funds, unless otherwise expressly stated herein.