BERKSHIRE PARTNERS LLC
Adviser information for BERKSHIRE PARTNERS LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Massachusetts, United States |
Employees
| Total Number of Employees | 166 |
|---|---|
| Investment Advisory/Research | 96 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 32 | $23.3B |
| Non-Discretionary | 0 | $0 |
| Total | 32 | $23.3B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 32 | $23.3B |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 16 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMCARRIED INTEREST |
| Other Business Activities | Commodity pool operator or commodity trading advisor |
Principal Office
200 CLARENDON STREET 35TH FLBOSTON
MA
United States
Monday - Friday, 8:00 A.M. - 6:00 P.M. EASTERN
Tel: (617) 227-0050, Fax: (617) 227-6105
Chief Compliance Officer
REUBEN B. ACKERMAN
200 CLARENDON STREET 35TH FL
BOSTON
MA
United States
Tel:
(617) 227-0050
R********@********************M
(Full email address available in API data)
Regulatory Contact
CHRISTOPHER A. BLIER
DEPUTY CHIEF COMPLIANCE OFFICER AND COUNSEL
200 CLARENDON STREET 35TH FL
BOSTON
MA
United States
Tel:
(617) 227-0050
C*****@********************M
(Full email address available in API data)
Industry Affiliates
| BERKSHIRE DI IC CO-INVEST GP, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| DI BERKSHIRE ASSOCIATES, L.P. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| EIGHTH BERKSHIRE ASSOCIATES (OS), L.P. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| EIGHTH BERKSHIRE ASSOCIATES GP (OS), LTD. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| EIGHTH BERKSHIRE ASSOCIATES LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| ELEVENTH BERKSHIRE ASSOCIATES LUX S.� R.L. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| ELEVENTH BERKSHIRE ASSOCIATES, L.P. | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| NINTH BERKSHIRE ASSOCIATES (OS) LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| NINTH BERKSHIRE ASSOCIATES LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| PT2 ASSOCIATES LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| PTEV ASSOCIATES LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| SEVENTH BERKSHIRE ASSOCIATES (OS), L.P. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| SEVENTH BERKSHIRE ASSOCIATES GP (OS), LTD. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| SEVENTH BERKSHIRE ASSOCIATES LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| SIXTH BERKSHIRE ASSOCIATES LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| STOCKBRIDGE ASSOCIATES LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| STOCKBRIDGE INVESTORS | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| TENTH BERKSHIRE ASSOCIATES CO-INVESTOR (OS) LLC | Sponsor, GP, manager of pooled investment vehicles |
| TENTH BERKSHIRE ASSOCIATES CO-INVESTOR LLC | Sponsor, GP, manager of pooled investment vehicles |
| TENTH BERKSHIRE ASSOCIATES GP (OS) LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| TENTH BERKSHIRE ASSOCIATES LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| BERKSHIRE DI IC CO-INVEST, L.P. | Private Equity Fund | $59.2M | $10.0M | 2 |
| BERKSHIRE DIGITAL INFRASTRUCTURE FUND-A, L.P. | Private Equity Fund | $19.3M | $10.0M | 4 |
| BERKSHIRE DIGITAL INFRASTRUCTURE FUND-B, L.P. | Private Equity Fund | $12.4M | $10.0M | 3 |
| BERKSHIRE DIGITAL INFRASTRUCTURE FUND, L.P. | Private Equity Fund | $229.3M | $10.0M | 11 |
| BERKSHIRE FUND IX COINVESTMENT FUND, L.P. | Private Equity Fund | $743.6M | $10.0M | 69 |
| BERKSHIRE FUND IX-A COINVESTMENT FUND, L.P. | Private Equity Fund | $92.0M | $10.0M | 9 |
| BERKSHIRE FUND IX-A, L.P. | Private Equity Fund | $2,028.9M | $10.0M | 198 |
| BERKSHIRE FUND IX, L.P. | Private Equity Fund | $4,956.4M | $10.0M | 227 |
| BERKSHIRE FUND VI, LIMITED PARTNERSHIP | Private Equity Fund | $564.4M | $10.0M | 163 |
| BERKSHIRE FUND VII-A, L.P. | Private Equity Fund | $32.6M | $10.0M | 51 |
| BERKSHIRE FUND VII, L.P. | Private Equity Fund | $175.1M | $10.0M | 257 |
| BERKSHIRE FUND VIII-A, L.P. | Private Equity Fund | $1,031.1M | $10.0M | 100 |
| BERKSHIRE FUND VIII, L.P. | Private Equity Fund | $2,599.5M | $10.0M | 277 |
| BERKSHIRE FUND X-A, L.P. | Private Equity Fund | $2,896.4M | $10.0M | 188 |
| BERKSHIRE FUND X, L.P. | Private Equity Fund | $3,720.9M | $10.0M | 189 |
| BERKSHIRE FUND XI-F, L.P. | Private Equity Fund | $461.5M | $10.0M | 14 |
| BERKSHIRE FUND XI-LUX, SCSP | Private Equity Fund | $79.1M | $10.0M | 19 |
| BERKSHIRE FUND XI-TE, L.P. | Private Equity Fund | $161.2M | $10.0M | 17 |
| BERKSHIRE FUND XI, L.P. | Private Equity Fund | $1,779.4M | $10.0M | 45 |
| PT2-A, L.P. | Private Equity Fund | $391.1M | $10.0M | 69 |
| PT2, L.P. | Private Equity Fund | $768.5M | $10.0M | 69 |
| PTEV-A, L.P. | Private Equity Fund | $91.2M | $10.0M | 8 |
| PTEV, L.P. | Private Equity Fund | $379.4M | $10.0M | 43 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BRING, KENNETH, SCOTT | Individual | – | MANAGING DIRECTOR AND CHIEF FINANCIAL OFFICER | 01/2013 | < 5% |
| ACKERMAN, REUBEN, BENJAMIN | Individual | – | CHIEF COMPLIANCE OFFICER | 02/2012 | < 5% |
| ASCIONE, MICHAEL, CARL | Individual | – | MANAGING DIRECTOR | 01/2007 | < 5% |
| CALLAGHAN, KEVIN, THOMAS | Individual | – | MANAGING DIRECTOR | 01/1994 | < 5% |
| HADLEY, CHRISTOPHER, JOHN | Individual | – | MANAGING DIRECTOR | 01/2006 | < 5% |
| MUSSLEWHITE, SHARLYN, CARTER | Individual | – | MANAGING DIRECTOR AND GENERAL COUNSEL | 01/2011 | < 5% |
| JONES, ROSS, MARSHALL | Individual | – | MANAGING DIRECTOR | 01/2000 | < 5% |
| LUTZKER, JOSHUA, ADAM | Individual | – | MANAGING DIRECTOR | 01/2010 | < 5% |
| SMALL, ROBERT, JOSHUA | Individual | – | MANAGING DIRECTOR | 01/2000 | < 5% |
| WHELAN, EDWARD, JOSEPH | Individual | – | MANAGING DIRECTOR | 01/2012 | < 5% |
| HAMELSKY, LAWRENCE, SCOTT | Individual | – | MANAGING DIRECTOR | 01/2006 | < 5% |
| HOFFMAN, ELIZABETH, LEE | Individual | – | MANAGING DIRECTOR | 01/2011 | < 5% |
| JANCHAR, MATTHEW, AARON | Individual | – | MANAGING DIRECTOR | 01/2013 | < 5% |
| PAPPAS, GREG, JOSEPH | Individual | – | MANAGING DIRECTOR | 01/2013 | < 5% |
| BERKSHIRE PARTNERS HOLDINGS LLC | Domestic Entity | BPSP, L.P. | GENERAL PARTNER | 01/2014 | > 75% |
| BPSP, L.P. | Domestic Entity | – | MANAGING MEMBER | 01/2014 | > 75% |
| MEYER, JONATHAN, JOSEPH | Individual | – | MANAGING DIRECTOR | 01/2014 | < 5% |
| SEETHARAM, ANIL, NMN | Individual | – | MANAGING DIRECTOR | 01/2014 | < 5% |
| SHOEMAKER, RALEIGH, ALEXANDER | Individual | – | MANAGING DIRECTOR | 01/2015 | < 5% |
| PAYNE, MARNI, FOX | Individual | – | MANAGING DIRECTOR | 01/2015 | < 5% |
| BORDEAU, DAVID, CHILDS | Individual | – | MANAGING DIRECTOR | 01/2015 | < 5% |
| Adams, Samantha, Allen | Individual | – | MANAGING DIRECTOR | 01/2016 | < 5% |
| Spirn, Samuel, Whiston | Individual | – | MANAGING DIRECTOR | 01/2018 | < 5% |
| Gottesman, Blake, Lanier | Individual | – | MANAGING DIRECTOR | 01/2018 | < 5% |
| Souza, Eric, R | Individual | – | CHIEF TECHNOLOGY OFFICER AND CISO | 01/2019 | < 5% |
| LEVY, BENJAMIN, DAVID | Individual | – | MANAGING DIRECTOR | 01/2020 | < 5% |
| HASAN, SAAD | Individual | – | MANAGING DIRECTOR | 01/2020 | < 5% |
| HUPP, JUSTIN, G | Individual | – | MANAGING DIRECTOR | 01/2022 | < 5% |
| GOOCH, MATTHEW, BRIAN | Individual | – | MANAGING DIRECTOR, BUSINESS DEVELOPMENT | 01/2020 | < 5% |
| THOMPSON, TERRY, H | Individual | – | MANAGING DIRECTOR AND CHIEF OPERATING OFFICER | 01/2022 | < 5% |
| JOHNSON, JOSHUA, B | Individual | – | MANAGING DIRECTOR | 01/2022 | < 5% |
| NUGER, JONATHAN, D | Individual | – | MANAGING DIRECTOR | 01/2022 | < 5% |
| OFOSU-AMAAH, NII AMAAH, KORANTENG | Individual | – | MANAGING DIRECTOR, BUSINESS DEVELOPMENT AND INVESTOR RELATIONS | 01/2022 | < 5% |
| CORVETTI, CANDICE, M | Individual | – | MANAGING DIRECTOR | 01/2023 | < 5% |
| Rainaud, Henri, Edward | Individual | – | MANAGING DIRECTOR | 01/2023 | < 5% |
| WALKER, ANDREW, CHRISTOPHER | Individual | – | MANAGING DIRECTOR | 01/2023 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 13th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| PORTILLOS INC | COM CL A | 58M | 6M | 1,2 |