Bgo Us Real Estate LP (New York)

Name: Bgo Us Real Estate LP
Address: 285 Madison Avenue, New York, NY, 10017
Telephone: 212-359-7800

Bgo Us Real Estate LP is a large advisory firm based in New York. It manages $5.85 billion of regulatory assets for 37 client accounts. It has been registered with the SEC as an adviser since 2019.

Bgo Us Real Estate provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bgo Us Real Estate: assets under management

The assets under management (AUM) of Bgo Us Real Estate LP is $5.85 billion, all of which is managed in discretionary accounts. $3.65 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $5.85 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $158.21 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bgo Us Real Estate LP for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Bgo Us Real Estate serves?

The only and largest group of clients of Bgo Us Real Estate is pooled investment vehicles with 37 clients and $5.85 billion of assets under management. Among the 10 most similar advisory firms, Bgo Us Real Estate has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $5.85 billion for 37 clients. 59% of the firm’s clients are foreign persons or businesses.

Bgo Us Real Estate also advises several private funds. Namely, nineteen real estate funds. The minimum investment commitment required of non-related persons ranges from $5,000,000 to $10,000,000.

Careers at Bgo Us Real Estate LP

The company employs 95 people that are either part- or full-time employees. 57 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Karamjit Singh Kalsi	Co-chief executive officer & chief investment officer	1 Sep 2010	Other	2085405
John Anthony Carrafiell	Co-chief executive officer & chief investment officer	1 Sep 2010	Other	1748512
Andrew Young Yoon	Chief operating officer & chief marketing officer	1 Sep 2010	Other	4007049
Kevin William Robinson	General counsel and chief compliance officer	1 Dec 2011	Other	5949769
Tetragon Capital Management Llc	Limited partner	1 Jan 2014	Other	80-0866348
Lori Ann Biancamano	Chief financial officer	1 Feb 2016	Other	4692427
Bentall Kennedy (U.S.) Lp	Limited partner	1 Jul 2019	75% - 100%	111470

Indirect Owners

The SEC currently registers 22 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Karamjit Singh Kalsi	Member	1 May 2010	75% - 100%	2085405
Polygon Global Management Limited	Member	1 Oct 2012	75% - 100%	98-0669583
Tfg Asset Management L.P.	Member	1 Oct 2012	75% - 100%	98-0646180
Polygon Management Ltd.	General partner	1 Oct 2012	Other	98-0646182
Polygon Topco Ltd.	Limited partner	1 Oct 2012	75% - 100%	98-1078104
Inc. Sun Life Assurance Company Of Canada U.S. Operations Holdings	Sole shareholder	1 Sep 2015	75% - 100%	04-3401283
Inc. Sun Life Financial (U.S.) Holdings	Sole shareholder	1 Sep 2015	75% - 100%	04-3579262
Sun Life Global Investments Inc.	Sole shareholder	1 Sep 2015	75% - 100%	98-02260074
Sun Life Financial Inc.	Sole shareholder	1 Sep 2015	75% - 100%	98-02260074
Sun Life 2007 1 Financing Corp.	Sole shareholder	1 Nov 2016	75% - 100%	98-0645594
Tetragon Financial Group Limited	Member	1 Dec 2018	75% - 100%	98-0465086
John Anthony Carrafiell	Limited partner	1 Jul 2019	25% - 50%	1748512
Tetragon Financial Group Limited	Member	1 Jul 2019	75% - 100%	98-0465086
Inc. Sun Life Investment Management U.S.	Owner	1 Jul 2019	50% - 75%	68-0635051
Sun Life Financial (U.S.) Investments Llc	Sole shareholder	1 Jul 2019	75% - 100%	04-3401283
Go Equity 1 Lp	Limited partner	1 Jul 2019	25% - 50%	83-3403944
Go Equity Gp Llc	General partner	1 Jul 2019	Other	83-3449259
Llc Dharma Real Estate	Limited partner	1 Jul 2019	25% - 50%	80-0550109
Tetragon Go Equity Holdings Lp	Limited partner	1 Jul 2019	25% - 50%	83-3963543
Tetragon Bgo Holdings Ii Llc	Limited partner	1 Jul 2019	75% - 100%	84-2170700
Tetragon Capital Management Llc	Owner	1 Jul 2019	75% - 100%	80-0866348
Llc Tetragon Go Equity Holdings Gp	General partner	1 Jul 2019	Other	84-2491909

Based in New York

The principal office where Bgo Us Real Estate LP performs its advisory services is located at 285 Madison Avenue, New York, NY 10017, which is also the mailing address of the firm. An additional office of the firm is in Santa Monica, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-359-7800 or by fax 212-359-7801. The normal business hours are 9:00am to 6:00pm on Monday - Friday. You can find more information about the New York firm at greenoakrealestate.com.