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87
Clean

BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP

1201 THIRD AVENUE, SEATTLE, WA 98101
Fiduciaryfee-onlySEC Registered
206-623-4739 http://bgo.com CRD #111470
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$24.1B
Assets Managed
16
Clients
127
Employees
41
Years Active
since 1985

Compensation Model

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

Compensation type disclosed on SEC Form ADV Item 5C. Filed 46170. 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: Yes

This firm has direct custody of client assets, rather than using an independent custodian. This is a higher-risk arrangement that requires additional regulatory safeguards.

Proprietary Products: No

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

Regulatory & Disciplinary History

complaint46170

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

Resolved

Total complaints on record: 1

Complaint ratio: 6.25 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 (U.S.) LIMITED PARTNERSHIP
CRD Number#111470
SEC RegisteredYes
Registration Date1985-07-25
States RegisteredWA
Assets Under Management$24.1B
Number of Clients16
Employees127
Compensation Typefee-only
Last ADV Filing46170

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Frequently Asked Questions

Is BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP a fiduciary?

Yes. BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP 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 (U.S.) LIMITED PARTNERSHIP charge clients?

BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP uses a fee-only compensation model. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.

Does BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP have any complaints?

Yes. BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP has 1 complaint(s) on record. Their complaint ratio is 6.25 per 100 clients (industry average: ~0.15).

How does BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP compare to other advisors in SEATTLE?

BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP has a Red Flag Score of 87/100. There are 82 registered advisory firms in SEATTLE. 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: 46170. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.