{ "crd_number": 160675, "slug": "berkshire-partners-llc-boston-ma-160675", "primary_business_name": "BERKSHIRE PARTNERS LLC", "legal_name": "BERKSHIRE PARTNERS LLC", "dbas": [], "city": "Boston", "state": "MA", "country": "United States", "cbsa_code": "14460", "metro": { "cbsa_code": "14460", "common_name": "Boston", "msa_name": "Boston-Cambridge-Newton, MA-NH", "path": "/advisors/ma/boston" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2012-03-30", "years_registered": 14, "period": "2026-10-01", "filing_date": "2026-03-27", "carried_forward": false, "raum_total": 29003502903.0, "raum_discretionary": 29003502903.0, "raum_non_discretionary": 0.0, "raum_band": "over_5b", "raum_band_label": "Over $5 billion", "total_employees": 152, "advisory_employees": 93, "client_count_bucket": null, "clients_by_type": { "pooled_investment_vehicles": { "raum": 29003502903.0, "count": 37 } }, "compensation_types": [ "other", "percentage_of_aum" ], "advisory_activities": [ "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "MA", "NY" ], "websites": [ "https://berkshirepartners.com", "https://linkedin.com/company/berkshire-partners" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/160675", "city_as_filed": "BOSTON", "url": "https://advisorcensus.com/firm/berkshire-partners-llc-boston-ma-160675", "display_name": "Berkshire Partners LLC", "summary": "Berkshire Partners LLC is an SEC-registered investment advisory firm in Boston, MA, registered since 2012, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 27, 2026.", "citation": "AdvisorCensus. Berkshire Partners LLC (CRD 160675): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Other" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)" ], "quick_answers": [ { "q": "How is Berkshire Partners LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Berkshire Partners LLC reports these compensation arrangements: a percentage of assets under its management; other." }, { "q": "Where is Berkshire Partners LLC located?", "a": "Berkshire Partners LLC's principal office is in Boston, MA, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F)." }, { "q": "Is Berkshire Partners LLC registered with the SEC or a state?", "a": "Berkshire Partners LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 160675." }, { "q": "How much does Berkshire Partners LLC manage?", "a": "Berkshire Partners LLC reports $29,003,502,903 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary)." }, { "q": "How have Berkshire Partners LLC's assets and staff changed since 2021?", "a": "In the Form ADV data for Berkshire Partners LLC: Regulatory assets under management: $15,495,881,197 in the October 2021 data and $29,003,502,903 in the October 2026 data, up 87%. Total employees: 131 in October 2021 and 152 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Berkshire Partners LLC serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (37)." }, { "q": "Does Berkshire Partners LLC report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/160675" }, { "q": "Does Berkshire Partners LLC state an account minimum?", "a": "Its Form ADV Part 2A brochure dated March 27, 2026 says: \"The Adviser generally requires minimum commitments of $10 million for investors in all Funds, but the Adviser has in the past permitted and will again in the future, in its sole discretion, permit investments below the minimum amounts set forth in the offering documents of such Fund.\"" }, { "q": "What changed in Berkshire Partners LLC's recent Form ADV filings?", "a": "In the April 2026 filing data: Added an office in Dubai. Updated its list of owners and control persons (Schedule A)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 15495881197.0, "total_employees": 131, "filing_date": "2021-04-29" }, { "period": "2022-10-01", "regulatory_assets_under_management": 23824862180.0, "total_employees": 146, "filing_date": "2022-07-27" }, { "period": "2023-10-01", "regulatory_assets_under_management": 20225446525.0, "total_employees": 164, "filing_date": "2023-04-19" }, { "period": "2024-10-01", "regulatory_assets_under_management": 23272526513.0, "total_employees": 166, "filing_date": "2024-03-29" }, { "period": "2025-10-01", "regulatory_assets_under_management": 26798147905.0, "total_employees": 147, "filing_date": "2025-06-04" }, { "period": "2026-10-01", "regulatory_assets_under_management": 29003502903.0, "total_employees": 152, "filing_date": "2026-03-27" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Added an office in Dubai.", "Updated its list of owners and control persons (Schedule A)." ] } ], "fees_from_brochure": { "source": "Form ADV Part 2A brochure dated March 27, 2026", "provided_by_the_firm": false, "tiers": [], "flat_rate": null, "stated_range": null, "stated_maximum": null, "account_minimum": "$10,000,000", "account_minimum_may_be_waived": true, "minimum_annual_fee": null, "planning_fees": [], "figures": [ { "label": "Account minimum", "statements": [ "Account minimum: $10,000,000 (the brochure says it may be waived or negotiated)" ], "quotes": [ "The Adviser generally requires minimum commitments of $10 million for investors in all Funds, but the Adviser has in the past permitted and will again in the future, in its sole discretion, permit investments below the minimum amounts set forth in the offering documents of such Fund." ] } ], "values": { "tiers": [], "range_pct": null, "max_pct": null, "account_minimum": 10000000.0, "minimum_annual_fee": null, "planning": [] }, "quotes": [ "The Adviser generally requires minimum commitments of $10 million for investors in all Funds, but the Adviser has in the past permitted and will again in the future, in its sole discretion, permit investments below the minimum amounts set forth in the offering documents of such Fund." ], "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable." }, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/berkshire-partners-llc-boston-ma-160675.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 37, "fewer_than_5": false, "raum": 29003502903.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/160675", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }