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BENTALLGREENOAK STRATEGIC CAPITAL PARTNERS

NEW YORK, NY · CRD 137813 · IAPD ↗ · bentallgreenoak.com · 212-359-7800

$3.51BRegulatory AUM
13Advisory reps
19Employees
0Clients
n/aPlanning clients
89Private funds
1States
2Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2025 — BENTALLGREENOAK STRATEGIC CAPITAL PARTNERS shrank from 18 to 13 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
63
April 2024 — BENTALLGREENOAK STRATEGIC CAPITAL PARTNERS grew from 10 to 18 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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