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.
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 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. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
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.
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.
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.