BGO US REAL ESTATE LP
Company Profile
| AUM* | 51,702,101,371 17% |
| of that, discretionary | 40,506,013,564 26% |
| Number of Employees | 249 19% |
| of those in investment advisory functions | 61 -12% |
| Private Fund GAV* | 34,841,517,002 18% |
| Avg Account Size | 140,877,660 -38% |
| SMA’s | Yes |
| Private Funds | 250 72 |
Adviser Type
- Large advisory firm
Client Types
- Banking or thrift institutions
- Pooled investment vehicles
- Pension and profit sharing plans
- Insurance companies
Advisory Activities
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Disclosure Reporting
| 11.D(2) | Other regulator found violation |
| 11.E(2) | SRO found rule violation |
Recent News
Reported AUM
41B
35B
29B
23B
17B
12B
6B
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
Private Funds
Employees
Form ADV-E Surprise Examination Reports
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name ASHLAND PARTNERS & COMPANY LLP | Filing Date08/20/2025 | Form ADV-E View Report |
| Accounting Firm Name ASHLAND PARTNERS & COMPANY LLP | Filing Date11/25/2024 | Form ADV-E View Report |
| Accounting Firm Name ASHLAND PARTNERS & COMPANY LLP | Filing Date12/29/2023 | Form ADV-E View Report |
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