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BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP

SEATTLE, WA · CRD 111470 · IAPD ↗ · bgo.com · 206-623-4739

$24.07BRegulatory AUM
16Advisory reps
127Employees
0Clients
0Planning clients
24Private funds
7States
2Disclosures
fundSegment
ApprovedSEC status

Filing changes

15
April 2025 — BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP changed its website from bentallgreenoak.com to bgo.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
40
April 2024 — BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP shrank from 20 to 15 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.