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BentallGreenOak
Manager file

BentallGreenOak Strategic Capital Partners

An SEC-registered investment adviser with USD 3.51 billion of regulatory assets, registered since 2006, that manages 3 insurance-dedicated funds in our database. This file brings together those funds and what the adviser reports to the SEC about itself.

SEC file801-65113
CRD137813
Regulatory assetsUSD 3.51 billion
Funds with an IDF Form D3
Registered since2006
Ask about these fundsForm ADV on IAPDAll managers
PPLI.com
Manager Rating
Three stars
out of five
Editorial assessment on UHNW criteria
Reviewed 4 November 2026 · Q4 2026 edition
Updated every quarter
Rating signed byNoam CohenEditor, Fund Intelligence
About the rating
The funds

Insurance-dedicated funds managed by BentallGreenOak

Funds and platform series in our database that file a Form D under an insurance-dedicated name and are managed by this adviser. Gross assets are as reported in the latest Form ADV that lists each fund.

BentallGreenOak
BGO Multi-Strategy Real EstateReal estate · SALI platformUSD 103.2 million
BentallGreenOak
BGO Strategic Capital Partners Real EstateReal estate · SALI platformUSD 98.3 million
BentallGreenOak
BGO Strategic Capital Partners Tactical Real EstateReal estate · SALI platformUSD 51.8 million
The rating

Why BentallGreenOak Strategic Capital Partners has three stars

BentallGreenOak runs USD 3.5 billion of regulatory assets and has been registered with the SEC since 2006. The one matter in its Form ADV concerns another company in its group or an individual, not BentallGreenOak Strategic Capital Partners itself. All three of its rated insurance-dedicated funds have three stars. In most of them little or none of the assets were valued last year by a firm outside the group, and on its own that rules out five stars.

The rating looks only at the areas below, which matter to a family holding this manager's funds through a private placement policy. Past returns play no part: these funds do not report them in their SEC filings, and they say little about what a policy will earn.

Conduct and regulatory record

What regulators and courts have recorded against the manager, and for platform series against the platform, as the advisers report it to the SEC. Several proceedings on one set of facts count as one matter. Recent and serious matters count most, matters of other companies in the group count for less, matters of individuals are weighed by the person's role and their bearing on the business, and the size of the firm is taken into account.

Reported controls

What the adviser reports to the SEC for the fund: whether the accounts are audited every year by an accountant registered with the PCAOB and subject to its regular inspection, whether audited statements go to investors and what the audit opinion says, whether the administrator and custodian are outside the adviser's group, and what share of the assets was valued last year by a person not related to the adviser.

Depth and experience of the manager

The assets the manager runs, its investment staff and how long it has been registered with the SEC.

PPLI.comManager Rating

Investor experience. What policyholders, insurers and advisers tell us is shown separately and never changes the stars. A factual point they raise is checked against the filings, and if it holds, the data is corrected. We never publish names. Tell us about yours

The rating expresses the opinion of PPLI.com on the date shown. It is not a statement of fact about the fund or its manager, not a credit rating, not a forecast of returns and not investment advice. Read about the rating.

The adviser at a glance

Registration and size

Identity

Legal nameBentallGreenOak Strategic Capital Partners
SEC registrationRegistered investment adviser, 801-65113  IAPD
CRD number137813
Latest Form ADV30 July 2026  ADV
Registered with the SEC since6 January 2006

Assets and staff, as filed

Regulatory assets under managementUSD 3,514,000,000
Of which discretionaryUSD 2,992,000,000
Employees19
Of which investment advisory staff13
Private funds listed in Schedule D89

Regulatory assets are calculated under the SEC's Form ADV instructions and include all funds and accounts the adviser manages, not only those open to insurers. Figures come from the SEC's adviser files of November 2026.

The record

Regulatory and legal record

What the adviser itself discloses in Item 11 of its Form ADV, summarised from the disclosure pages, with a link to the filing. Item 11 is filed for the adviser as a whole, so under each matter the fund it concerns is read from the disclosure itself.

201430 June 2014

Regulatory action by Chicago Board of Trade: civil penalty

Fund concerned: none named in the filing. The matter concerns another company in the group, not a specific fund, and none of the insurance-dedicated funds in this file is named.

CBOT alleged violations by sun life Financial, Inc. of CBOT (legacy) Rule 432 and Rule 534, related to two trades on Globex totalling 989 sept 2012 ultra Treasury bond Futures contracts.

Chicago Board of Trade · Settled 27 October 2014 · USD 50,000 · Concerns another company in the group · Form ADV, Item 11 disclosure

These are the matters BentallGreenOak Strategic Capital Partners reports in Item 11 of its Form ADV, filed 30 July 2026. A reported matter is a fact disclosed by the adviser, not a finding by PPLI.com. None of them concerns the insurance-dedicated funds listed above.

Reader rating

How would you rate BentallGreenOak Strategic Capital Partners?

Tap a star to give your own rating, from one to five, then add your name and email and, if you wish, a comment. Reader ratings are shown separately and never change the PPLI.com Manager Rating, which rests only on what the filings report.

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Your name and email are used only if the research desk needs to reply, and are never published. Comments go to the desk, which checks any factual point against the filings.

Sources

  1. Form ADV of BentallGreenOak Strategic Capital Partners, filed 30 July 2026: reports.adviserinfo.sec.gov, CRD 137813
  2. Adviser summary: adviserinfo.sec.gov/firm/summary/137813
  3. SEC investment adviser files, November 2026, for assets, staff and registration dates
  4. Form D filings of each fund listed: sec.gov EDGAR

About this file

Prepared by the PPLI.com research desk from the public filings listed, checked on 4 November 2026. Updated every quarter, or sooner when a new filing appears. To report an error, write to [email protected] with the filing that shows it.

Important. Educational research only, not an offer or a recommendation. A matter reported in Form ADV is a fact disclosed by the adviser, not a finding by PPLI.com.

File BentallGreenOak Strategic Capital PartnersChecked 4 November 2026Published 4 November 2026
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