AdvisorRanked
92
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BENTALLGREENOAK STRATEGIC CAPITAL PARTNERS

399 PARK AVENUE, NEW YORK, NY 10022
Fiduciaryfee-onlySEC Registered
212-359-7800 http://bentallgreenoak.com CRD #137813
Visit Website
$3.5B
Assets Managed
13
Clients
19
Employees
20
Years Active
since 2006

Compensation Model

% of Assets (AUM)
Hourly Fees
Fixed / Flat Fees
Commissions
Performance Fees

Compensation type disclosed on SEC Form ADV Item 5C. Filed 46108. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.

Conflict of Interest Analysis

Broker-Dealer Affiliated: No

No broker-dealer affiliation. Lower risk of commission-driven advice.

Insurance Licensed: No

Not insurance licensed. Cannot sell you annuity or insurance products directly.

Custody of Client Assets: No

Assets held at an independent custodian (e.g., Schwab, Fidelity, TD Ameritrade). This is the standard, lower-risk arrangement.

Proprietary Products: No

Uses only third-party investment products. No proprietary product conflicts.

Regulatory & Disciplinary History

complaint46108

1 customer complaint(s)/arbitration(s) disclosed on Form ADV Item 11.

Resolved

Total complaints on record: 1

Complaint ratio: 7.69 per 100 clients

Industry average is approximately 0.15 complaints per 100 clients. A ratio above 0.30 is considered elevated.

Firm Details

Legal NameBENTALLGREENOAK STRATEGIC CAPITAL PARTNERS
CRD Number#137813
SEC RegisteredYes
Registration Date2006-01-06
States RegisteredNY
Assets Under Management$3.5B
Number of Clients13
Employees19
Compensation Typefee-only
Last ADV Filing46108

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Frequently Asked Questions

Is BENTALLGREENOAK STRATEGIC CAPITAL PARTNERS a fiduciary?

Yes. BENTALLGREENOAK STRATEGIC CAPITAL PARTNERS is a registered investment adviser (RIA) with the SEC, which means they are legally required to act as a fiduciary — putting your interests ahead of their own.

How does BENTALLGREENOAK STRATEGIC CAPITAL PARTNERS charge clients?

BENTALLGREENOAK STRATEGIC CAPITAL PARTNERS uses a fee-only compensation model. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.

Does BENTALLGREENOAK STRATEGIC CAPITAL PARTNERS have any complaints?

Yes. BENTALLGREENOAK STRATEGIC CAPITAL PARTNERS has 1 complaint(s) on record. Their complaint ratio is 7.69 per 100 clients (industry average: ~0.15).

How does BENTALLGREENOAK STRATEGIC CAPITAL PARTNERS compare to other advisors in NEW YORK?

BENTALLGREENOAK STRATEGIC CAPITAL PARTNERS has a Red Flag Score of 92/100. There are 1970 registered advisory firms in NEW YORK. Use our city page to compare firms side by side.

Where does this data come from?

All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.

Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 46108. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.