Asset Manager

Updated:

BentallGreenOak

BentallGreenOak is an SEC-registered investment adviser in Seattle, WA, registered since 1985. The firm manages $24.1 billion in assets, with $13.4 billion on...

BentallGreenOak

BentallGreenOak is an SEC-registered investment adviser in Seattle, WA, registered since 1985. The firm manages $24.1 billion in assets, with $13.4 billion on a discretionary basis. It has 127 employees and 16 investment advisers.

General information

Firm type

Asset Manager

Location

Region

North America

Country

Canada

City

Seattle

Corporate office

Toronto, Ontario, Canada

Additional offices

New York · Conshohocken · Tokyo

Sector focus

Real EstateInfrastructure

Frequently asked questions

Who owns BentallGreenOak?

BentallGreenOak is majority-owned by Sun Life Financial, which acquired control in 2022 as part of its asset management expansion strategy (per Sun Life, 2022; public record). The firm operates as part of Sun Life's global investment platform, alongside other affiliates.

What types of clients does BentallGreenOak serve?

The firm manages real estate investments for institutional clients, including pension funds, sovereign wealth funds, insurance companies, and other allocators. It also offers open-end and closed-end fund vehicles for these investors.

Does BentallGreenOak have a track record in office investments?

Yes, the firm has been a significant investor in office properties in gateway cities. For example, it co-owns Park Avenue assets in New York and has a portfolio of office towers in Toronto. Its recent $1.5 billion core fund also targets U.S. office and industrial assets (per PERE, June 2024).

What is the firm's approach to sustainability?

BentallGreenOak emphasizes environmental, social, and governance (ESG) practices in its investment process, including energy efficiency and carbon reduction targets. The firm is a signatory to the UN Principles for Responsible Investment and reports on sustainability metrics for its funds (per the firm's communications).

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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