Bentall Kennedy (U.S.) LP is a large advisory firm based in Seattle. It manages $14.09 billion of regulatory assets for 11 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of California, Delaware, Illinois, and 4 other states.
Bentall Kennedy (U.S.) provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and all services provided are real estate related investment advisory services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Bentall Kennedy (U.S.) LP is $14.09 billion. The firm's AUM has grown by 102% since the beginning of its operation, and $497 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Bentall Kennedy (U.S.) LP for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to insurance companies, investment companies, banking or thrift institutions, and pension and profit sharing plans. The largest group of clients of Bentall Kennedy (U.S.) is banking or thrift institutions with 2 clients and $10.83 billion of assets under management. Among the 9 most similar advisory firms, Bentall Kennedy (U.S.) has the highest percentage of banking or thrift institutions out of all clients.
The amount of regulatory assets under management is $14.09 billion for 11 clients. 36% of the firm’s clients are foreign persons or businesses.
Bentall Kennedy (U.S.) also advises several private funds. Namely, two other private funds. The minimum investment commitment required of non-related persons ranges from $1,000,000 to $5,000,000.
The company employs 151 people that are either part- or full-time employees. 9 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.
Charles R Burd has served as the Chief Investment Officer since 1 Oct 2009 and Michael Dale Mckee is the Chief Executive Officer of Bentall Kennedy (U.S.) LP family office. Andrew Young Yoon joined the executive team most recently as the Chief Operating Officer.
The principal office where Bentall Kennedy (U.S.) LP performs its advisory services is located at 1201 Third Avenue, Seattle, WA 98101, which is also the mailing address of the firm. An additional office of the firm is in Boston, MA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 206-623-4739 or by fax 206-832-2888. The normal business hours are 8:00 am -5:00 pm on Monday - Friday. You can find more information about the New York firm at bentallkennedy.com.