RIA Intel›Advisers›Washington›BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP

BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP

Advisory

N·SEATTLE, WA

Data as of Jul 30, 2026 · Source: SEC Form ADV

Total AUM

$24.1B

1-Year AUM Growth

-0.1%

3-Year CAGR

+6.1%

Employees

16

Assets Under Management

Total AUM$24.1B

Discretionary AUM$13.4B

Non-Discretionary AUM$10.7B

Discretionary %55.6%

Total Clients17

Team

Total Employees16

Investment Advisers127

Employee Growth (1Y)+6.7%

Filing History

Total Filings on Record65

First FilingJan 2, 2002

Latest FilingJul 30, 2026

🔒 Full AUM trend chart and 65 historical filings spanning 24+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.