BERKSHIRE PROPERTY ADVISORS, LLC

Adviser information for BERKSHIRE PROPERTY ADVISORS, LLC last updated from Form ADV on March 27th, 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	Delaware, United States

Employees

Total Number of Employees	175
Investment Advisory/Research	58
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	8	$12.8B
Non-Discretionary	2	$1.1M
Total	10	$12.8B

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	10	$12.8B
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	0

Services

Advisory Services	Portfolio management for pooled investment vehicles
Compensation	% of AUMPerformance-based feesCOMMITMENTS/CONTRIBUTIONS

Identifiers

SEC RIA File Number	801-73998
SEC ERA File Number	801-73998
SEC CIK Numbers	None
SEC CRD Numbers	161374
Legal Entity Identifier	None

Principal Office

ONE BEACON STREET
24TH FLOOR
BOSTON
MA
United States

Monday - Friday, 8:45 A.M - 5:30 P.M.

Tel: 617-646-2300, Fax: 617-646-2370

Websites

www.glassdoor.com/overview/working-at-berkshire-ei_ie1913.11,20.htm www.facebook.com/berkshireresi www.instagram.com/berkshireresi www.berkshireresidentialinvestments.com www.linkedin.com/company/berkshireresidentialinvestments

Chief Compliance Officer

JEFFREY S MORANDI

MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER

ONE BEACON STREET

24TH FLOOR

BOSTON

MA

United States

Tel: 617-646-2300

Fax: 617-646-2370

J*******@****************M

(Full email address available in API data)

Regulatory Contact

MARY BETH BLOOM

MANAGING DIRECTOR, GENERAL COUNSEL, CHIEF RISK OFFICER

ONE BEACON STREET

24TH FLOOR

BOSTON

MA

United States

Tel: 617-646-2300

Fax: 617-646-2370

M*****@****************M

(Full email address available in API data)

Industry Affiliates

BERKSHIRE BRIDGE LOAN INVESTORS I GP, L.L.C.	Sponsor, GP, manager of pooled investment vehicles
BERKSHIRE BRIDGE LOAN INVESTORS II GP, LLC	Sponsor, GP, manager of pooled investment vehicles
BERKSHIRE BRIDGE LOAN INVESTORS MF1 III GP, LLC	Sponsor, GP, manager of pooled investment vehicles
BERKSHIRE FF MULTIFAMILY CO-INVESTMENT FUND GP, L.L.C.	Sponsor, GP, manager of pooled investment vehicles
BERKSHIRE MULTIFAMILY DEBT FUND II, GP, L.L.C.	Sponsor, GP, manager of pooled investment vehicles
BERKSHIRE MULTIFAMILY DEBT FUND III, GP, L.L.C.	Sponsor, GP, manager of pooled investment vehicles
BERKSHIRE MULTIFAMILY EQUITY FUND GP, L.L.C.	Sponsor, GP, manager of pooled investment vehicles
BERKSHIRE MULTIFAMILY INCOME REALTY FUND GP, L.L.C.	Sponsor, GP, manager of pooled investment vehicles
BERKSHIRE MULTIFAMILY USA PROPERTY PARTNERS GP, LLC	Sponsor, GP, manager of pooled investment vehicles
BERKSHIRE MULTIFAMILY VALUE PLUS FUND GP III, L.L.C.	Sponsor, GP, manager of pooled investment vehicles
BERKSHIRE MULTIFAMILY VALUE PLUS FUND IV GP, L.L.C	Sponsor, GP, manager of pooled investment vehicles
BERKSHIRE SEAPORT, GP, L.L.C.	Sponsor, GP, manager of pooled investment vehicles
BERKSHIRE SENIOR HOUSING FUND I GP, L.L.C.	Sponsor, GP, manager of pooled investment vehicles
BERKSHIRE VALUE FUND V GP, L.L.C.	Sponsor, GP, manager of pooled investment vehicles
BG-QR GP LLC	Sponsor, GP, manager of pooled investment vehicles
BHF MULTIFAMILY PARTNERS GP, LLC	Sponsor, GP, manager of pooled investment vehicles
BIR GP, L.L.C	Sponsor, GP, manager of pooled investment vehicles
BMD-II INVESTOR, L.L.C	Sponsor, GP, manager of pooled investment vehicles
BT MULTIFAMILY PARTNERS GP, LLC	Sponsor, GP, manager of pooled investment vehicles
MF1 REIT II, L.L.C	Sponsor, GP, manager of pooled investment vehicles
PBONE GP L.L.C.	Sponsor, GP, manager of pooled investment vehicles

Private Funds

Name	Type	Assets $USD	Min Investment $USD	No. Owners
BERKSHIRE FF MULTIFAMILY CO-INVESTMENT FUND, L.P.	Real Estate Fund	$0.0M	$0.0M	2
BERKSHIRE MULTIFAMILY DEBT FUND II, L.P.	Real Estate Fund	$739.8M	$0.0M	66
BERKSHIRE MULTIFAMILY DEBT FUND III INVESTOR, L.P.	Real Estate Fund	$1,954.3M	$0.0M	85
BERKSHIRE MULTIFAMILY USA PROPERTY PARTNERS, L.P.	Real Estate Fund	$0.0M	$0.0M	5
BT MULTIFAMILY PARTNERS, LP	Real Estate Fund	$30.4M	$0.0M	1
MF1-NM INVESTOR, LLC	Real Estate Fund	$38.2M	$4.4M	4

Control Persons

Name	Type	Entity	Title	Since	Ownership
BPA MANAGER, INC.	Domestic Entity	–	NON-MEMBER MANAGER	12/2004	< 5%
BERKSHIRE GROUP, L.L.C.	Domestic Entity	–	MEMBER	03/2010	> 75%
BLOOM, MARY, ELIZABETH	Individual	–	MANAGING DIRECTOR, GENERAL COUNSEL, CHIEF RISK OFFICER	07/2002	< 5%
OLNEY, DAVID, JOHN	Individual	–	CHIEF EXECUTIVE OFFICER	10/2019	< 5%
KRUPP, GEORGE, DAVID	Individual	BPA MANAGER, INC.	SHAREHOLDER	12/2004	50-75%
KRUPP, DOUGLAS, STEPHEN	Individual	BPA MANAGER, INC.	SHAREHOLDER	12/2004	50-75%
KRUPP, GEORGE, DAVID	Individual	KGP-1 INCORPORATED	SHAREHOLDER	04/1987	50-75%
KRUPP, DOUGLAS, STEPHEN	Individual	KGP-1 INCORPORATED	SHAREHOLDER	04/1987	50-75%
KGP-1 INCORPORATED	Domestic Entity	BERKSHIRE GROUP, L.P.	GENERAL PARTNER	08/2014
BERKSHIRE GROUP, L.P.	Domestic Entity	BERKSHIRE GROUP, L.L.C.	MEMBER	08/2014	> 75%
MORANDI, JEFFREY, SCOTT	Individual	–	MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER	12/2023	< 5%
FREY, JONATHAN, TOBIAS	Individual	–	PARTNER, CHIEF OPERATING OFFICER	03/2022	< 5%
RAGNAUTH, RAVI, NMN	Individual	–	PARTNER, CHIEF FINANCIAL OFFICER	01/2023	< 5%

No. Employees, Historic

RAUM, Historic

No. Clients, Historic