BGO US REAL ESTATE LP

other names
{{ Info.Overview }}
Revenue {{ Info.Revenue | formatUSD }}
Headquarters {{ Info.Headquarters }}
cb

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, 03/30/2012
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

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

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

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeReal Estate Fund Count39 GAV$7,881,531,475

Similar advisers

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
Adviser ROCKPOINT Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund13.7b Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV13.7b AUM13.5b #Funds39
Adviser DIVCO WEST REAL ESTATE SERVICES, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund15.3b Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV15.3b AUM15.3b #Funds25
Adviser PCCP, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund8.9b Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV8.9b AUM15.3b #Funds22
Adviser INVESCO REAL ESTATE MANAGEMENT S.� R.L. Hedge Fund5.0b Liquidity Fund- Private Equity Fund- Real Estate Fund423.8b Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV428.8b AUM15.2b #Funds9
Adviser WALTON STREET CAPITAL, L.L.C. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund14.4b Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV14.4b AUM14.6b #Funds68
Adviser TISHMAN SPEYER PROPERTIES, L.P. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund9.4b Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV9.4b AUM16.1b #Funds78
Adviser TPG REAL ESTATE ADVISORS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund15.8b Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV15.8b AUM15.8b #Funds30
Adviser INVESCO Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund614.8m Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV614.8m AUM18.2b #Funds1
Adviser AFFINIUS CAPITAL Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund10.7b Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV10.7b AUM12.4b #Funds60
Adviser ROCKWOOD CAPITAL, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund10.9b Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV10.9b AUM10.9b #Funds26

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.