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BGO US REAL ESTATE LP

NEW YORK, NY · CRD 157034 · IAPD ↗ · bgo.com · 212-359-7800

$24.12BRegulatory AUM
32Advisory reps
103Employees
0Clients
n/aPlanning clients
82Private funds
3States
2Disclosures
fundSegment
ApprovedSEC status

Filing changes

51
April 2026 — BGO US REAL ESTATE LP reported RAUM up 32% ($18.28B -> $24.12B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
40
April 2025 — BGO US REAL ESTATE LP shrank from 41 to 32 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
15
May 2024 — BGO US REAL ESTATE LP 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

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