Bentallgreenoak Strategic Capital Partners Llc
- Regulatory AUM
- $3.5B
- Discretionary
- $3.0B
- Clients
- 86
- Avg AUM / client
- $40.9M
- Accounts
- 86
- Employees
- 19
AUM over time
Annual snapshots from Form ADV filings · as of Jul 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 86 | $3.5B | 100.0% |
Private funds (106)
View all →Reported in Form ADV Section 7.B.(1), filing of Apr 2024 · $4.4B combined gross assets
People (8)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Carrafiell, John, Anthony | Limited Partner | Jul 2019 (7y) | ≈ 4.69% – 25% via Go Equity 1 Lp | |
| Kalsi, Karamjit, Singh | Owner | Jul 2019 (7y) | ≈ 1.17% – 12.5% via Dharma Real Estate Llc | |
| Campbell, Matthew, George Angus | Managing Partner, General Counsel, Chief Compliance Officer | Apr 2021 (5y) | Less than 5% | |
| Gill, Devinder | Chief Financial Officer | Apr 2021 (5y) | Less than 5% | |
| So, John | Managing Director | Apr 2021 (5y) | Less than 5% | |
| Yoon, Andrew, Young | Chief Operating Officer | Apr 2021 (5y) | Less than 5% | |
| Niehaus, Christopher, J | Managing Partner | Jul 2021 (5y) | Less than 5% | |
| Aboulzelof, Cherine | Managing Director | Apr 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Bentallgreenoak (U.S.) Limited Partnership | Member Of Bentallgreenoak Strategic Capital Partners Llc | Apr 2021 | A | 75% or more |
| Sun Life Investment Management U.S., Inc. | Owner | Jul 2019 | B | 75% or more of Go Equity Gp Llc (indirect) |
| Sun Life 2007 1 Financing Corp. | Sole Shareholder | Nov 2016 | B | 75% or more of Sun Life Assurance Company Of Canada U.S. Operations Holdings, Inc. (indirect) |
| Sun Life Financial (U.S.) Investments Llc | Sole Shareholder | Sep 2015 | B | 75% or more of Sun Life Investment Management U.S., Inc. (indirect) |
| Sun Life Financial (U.S.) Holdings, Inc. | Sole Shareholder | Sep 2015 | B | 75% or more of Sun Life Financial (U.S.) Investments Llc (indirect) |
| Sun Life Assurance Company Of Canada U.S. Operations Holdings, Inc. | Sole Shareholder | Sep 2015 | B | 75% or more of Sun Life Financial (U.S.) Holdings, Inc. (indirect) |
| Sun Life Global Investments Inc. | Sole Shareholder | Sep 2015 | B | 75% or more of Sun Life 2007 1 Financing Corp. (indirect) |
| Sun Life Financial Inc. | Sole Shareholder | Sep 2015 | B | 75% or more of Sun Life Global Investments Inc. (indirect) |
| Tetragon Bgo Holdings Ii Llc | Limited Partner | Jul 2019 | B | ≈ 3.52% – 25% via Tetragon Go Equity Holdings Lp |
| Tetragon Capital Management Llc | Owner | Jul 2019 | B | ≈ 2.64% – 25% via Tetragon Bgo Holdings Ii Llc |
| Tfg Asset Management Uk Limited | Owner | Jul 2019 | B | ≈ 1.98% – 25% via Tetragon Capital Management Llc |
| Tfg Asset Management Lp | Owner | Jul 2019 | B | ≈ 1.48% – 25% via Tfg Asset Management Uk Limited |
| Tfg Asset Management Topco Ltd. | Owner | Jul 2019 | B | ≈ 1.11% – 25% via Tfg Asset Management Lp |
| Tetragon Financial Group Limited | Owner | Jul 2019 | B | ≈ 0.83% – 25% via Tfg Asset Management Topco Ltd. |
| Sl Investment Us Re Holdings 2009 1, Inc. | Limited Partner | Mar 2021 | B | ≈ 37.5% – 75% via Bentallgreenoak (U.S.) Limited Partnership |
| Go Equity 1 Lp | Limited Partner | Jul 2019 | B | ≈ 18.75% – 50% via Bentallgreenoak (U.S.) Limited Partnership |
| Dharma Real Estate Llc | Limited Partner | Jul 2019 | B | ≈ 4.69% – 25% via Go Equity 1 Lp |
| Tetragon Go Equity Holdings Lp | Limited Partner | Jul 2019 | B | ≈ 4.69% – 25% via Go Equity 1 Lp |
| Bentallgreenoak (U.S.) G.P. Llc | General Partner | Aug 2006 | B | GP / trustee / elected manager of Bentallgreenoak (U.S.) Limited Partnership (indirect) |
| Go Equity Gp Llc | General Partner | Jul 2019 | B | GP / trustee / elected manager of Go Equity 1 Lp (indirect) |
| Tetragon Go Equity Holdings Gp, Llc | General Partner | Jul 2019 | B | GP / trustee / elected manager of Tetragon Go Equity Holdings Lp (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Carrafiell, John, Anthony: 25% – 50% of Go Equity 1 Lp × 25% – 50% of Bentallgreenoak (U.S.) Limited Partnership × 75% – 100% direct ≈ 4.69% – 25% of the firm
- Kalsi, Karamjit, Singh: 25% – 50% of Dharma Real Estate Llc × 25% – 50% of Go Equity 1 Lp × 25% – 50% of Bentallgreenoak (U.S.) Limited Partnership × 75% – 100% direct ≈ 1.17% – 12.5% of the firm
- Tetragon Bgo Holdings Ii Llc: 75% – 100% of Tetragon Go Equity Holdings Lp × 25% – 50% of Go Equity 1 Lp × 25% – 50% of Bentallgreenoak (U.S.) Limited Partnership × 75% – 100% direct ≈ 3.52% – 25% of the firm
- Tetragon Capital Management Llc: 75% – 100% of Tetragon Bgo Holdings Ii Llc × 75% – 100% of Tetragon Go Equity Holdings Lp × 25% – 50% of Go Equity 1 Lp × 25% – 50% of Bentallgreenoak (U.S.) Limited Partnership × 75% – 100% direct ≈ 2.64% – 25% of the firm
- Tfg Asset Management Uk Limited: 75% – 100% of Tetragon Capital Management Llc × 75% – 100% of Tetragon Bgo Holdings Ii Llc × 75% – 100% of Tetragon Go Equity Holdings Lp × 25% – 50% of Go Equity 1 Lp × 25% – 50% of Bentallgreenoak (U.S.) Limited Partnership × 75% – 100% direct ≈ 1.98% – 25% of the firm
- Tfg Asset Management Lp: 75% – 100% of Tfg Asset Management Uk Limited × 75% – 100% of Tetragon Capital Management Llc × 75% – 100% of Tetragon Bgo Holdings Ii Llc × 75% – 100% of Tetragon Go Equity Holdings Lp × 25% – 50% of Go Equity 1 Lp × 25% – 50% of Bentallgreenoak (U.S.) Limited Partnership × 75% – 100% direct ≈ 1.48% – 25% of the firm
- Tfg Asset Management Topco Ltd.: 75% – 100% of Tfg Asset Management Lp × 75% – 100% of Tfg Asset Management Uk Limited × 75% – 100% of Tetragon Capital Management Llc × 75% – 100% of Tetragon Bgo Holdings Ii Llc × 75% – 100% of Tetragon Go Equity Holdings Lp × 25% – 50% of Go Equity 1 Lp × 25% – 50% of Bentallgreenoak (U.S.) Limited Partnership × 75% – 100% direct ≈ 1.11% – 25% of the firm
- Tetragon Financial Group Limited: 75% – 100% of Tfg Asset Management Topco Ltd. × 75% – 100% of Tfg Asset Management Lp × 75% – 100% of Tfg Asset Management Uk Limited × 75% – 100% of Tetragon Capital Management Llc × 75% – 100% of Tetragon Bgo Holdings Ii Llc × 75% – 100% of Tetragon Go Equity Holdings Lp × 25% – 50% of Go Equity 1 Lp × 25% – 50% of Bentallgreenoak (U.S.) Limited Partnership × 75% – 100% direct ≈ 0.83% – 25% of the firm
- Sl Investment Us Re Holdings 2009 1, Inc.: 50% – 75% of Bentallgreenoak (U.S.) Limited Partnership × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Go Equity 1 Lp: 25% – 50% of Bentallgreenoak (U.S.) Limited Partnership × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Dharma Real Estate Llc: 25% – 50% of Go Equity 1 Lp × 25% – 50% of Bentallgreenoak (U.S.) Limited Partnership × 75% – 100% direct ≈ 4.69% – 25% of the firm
- Tetragon Go Equity Holdings Lp: 25% – 50% of Go Equity 1 Lp × 25% – 50% of Bentallgreenoak (U.S.) Limited Partnership × 75% – 100% direct ≈ 4.69% – 25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (106, $4.4B gross assets)
Top 25 of 106 funds by gross assets · all funds
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/01/2026 | 18.8 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
Allegations: 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. Status: Final Sanction Detail: A MONETARY FINE WAS PAID TO CBOT IN 10/28/2014 Summary: EFFECTIVE OCTOBER 27, 2014, SUN LIFE FINANCIAL INC., THE ULTIMATE MAJORITY OWNER OF METROPOLITAN, WITHOUT ADMITTING OR DENYING RULE VIOLATIONS, AGREED TO PAY A PENALTY OF $50,000 TO SETTLE A MATTER WITH CBOT RELATED TO ALLEGED VIOLATIONS OF CBOT (LEGACY) 432 (FAILURE TO DLIGENTLY SUPERVISE ITS EMPLOYEES AND AGENTS IN THE CONDUCT OF THEIR BUSINESS RELATED TO THE EXCHANGE) AND RULE 534 (PROHIBITION ON WASH TRADES). THIS MATTER INVOLVED TWO MATCHING TRADES ON GLOBEX TOTALING 989 SEPTEMBER 2012 ULTRA TREASURY BOND FUTURES CONTRACTS FOR INDEPENDENT BUSINESS REASONS ON BEHALF OF TWO DIFFERENT INSURANCE COMPANY SUBSIDIARIES OF SLF, FOR WHICH SLF, AS THE THEN ULTIMATE PARENT COMPANY OF BOTH WAS DEEMED TO MAINTAIN BENEFICIAL OWNERSHIP OF THE CONTRACTS ON BOTH SIDES OF THE TRADE. IN MITIGATION, FOLLOWING THIS OCCURENCE, THE SLF SUBSIDIARIES IMPLEMENTED TRAINING PROGRAMS REGARDING THE RULES OF SUCH EXCHANGE.
Disclosure text reproduced verbatim from the firm's own Form ADV filings.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 30, 2026.
View current Form ADV (SEC/IAPD) ↗