Adviser Record

Bgo US Real Estate LP

Registered investment adviser · New York, NY · CRD #157034

Form ADV data as of 2026-09-01
Regulatory assets
$24.12 billion
Total accounts
264
Employees
103
Disclosure events
2

Firm details

Disciplinary disclosures

This firm reports 2 disclosure questions answered Yes, covering 2 reported events. Form ADV Item 11 covers charges and pending proceedings as well as findings, so a Yes answer is not itself a finding of wrongdoing. The underlying detail is filed with the SEC.

Assets and accounts

Provides continuous and regular supervisory or management servicesYes
Discretionary regulatory assets under management$24.12 billion
Non-discretionary regulatory assets under management$0
Total regulatory assets under management$24.12 billion
Discretionary accounts264
Non-discretionary accounts0
Total accounts264
Regulatory assets under management attributable to non-U.S. persons$16.40 billion

People

Total employees (excluding clerical)103
Employees performing investment advisory functions (including research)32
Employees who are registered representatives of a broker-dealer16
Employees registered as investment adviser representatives with a state0
Employees registered as IARs for another investment adviser0
Employees who are licensed insurance agents0
Firms or persons who solicit advisory clients on the firm's behalf0

Custody

Has custody of client cash or bank accountsNo
Has custody of client securitiesNo
A related person has custody of client cash or bank accountsYes
A related person has custody of client securitiesYes
Client funds and securities held in a related person's custody$18.28 billion
Clients for whom a related person has custody52
The firm acts as a qualified custodianNo
A related person acts as a qualified custodianNo
Number of persons acting as qualified custodians for the firm's clients52

How the firm is compensated

A percentage of assets under managementPerformance-based feesOther

Advisory services offered

Portfolio management for pooled investment vehicles

Other business activities

Real estate broker, dealer, or agent

Affiliated related persons

Broker-dealer, municipal securities dealer, or government securities broker or dealerOther investment adviser (including financial planners)Commodity pool operator or commodity trading advisorTrust companyInsurance company or agencySponsor or syndicator of limited partnershipsSponsor, general partner, or managing member of pooled investment vehicles

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Client types

Type of clientClientsAssets
Pooled investment vehicles (other than investment companies and BDCs)264$24.12 billion