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| Berkshire Partners LLC
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| |
|---|---|
| CRD # | 160675 |
| SEC # | 801-73336 |
| CIK # | 0001312988 |
| AUM | $23.3 BB (2024-03-29) |
| Employees | 166 (58% Investors, 0% Brokers) |
| Phone | 617-227-0050 |
| Address | 200 Clarendon Street 35th Fl Boston, MA 02116-5040 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| PTLO | 593.6 | 57.6 | |
| Holdings by Sector ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | Berkshire Digital Infrastructure Fund-B LP | [2024-03-29] | 252.0 | 12.4 |
| PE | Berkshire Di IC Co-Invest LP | [2024-03-29] | 0.0 | 59.2 |
| PE | Berkshire Fund XI-F LP | [2024-03-29] | 0.0 | 461.5 |
| PE | Berkshire Fund Xi LP | [2024-03-29] | 0.0 | 1,779.4 |
| PE | Berkshire Fund Xi-Lux SCSP | [2024-03-29] | 0.0 | 79.1 |
| PE | Berkshire Fund Xi-Te LP | [2024-03-29] | 0.0 | 161.2 |
| PE | Berkshire Digital Infrastructure Fund-A LP | [2023-03-31] | 252.0 | 19.3 |
| PE | Berkshire Digital Infrastructure Fund LP | [2023-03-31] | 252.0 | 229.3 |
| PE | Pt2-A LP | [2022-03-31] | 0.0 | 391.1 |
| PE | PT2 LP | [2022-03-31] | 0.0 | 768.5 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 32 | 23.3 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 32 | 23.3 |
| By Discretionary | ||
| Discretionary | 32 | 23.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 32 | 23.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 22.9 | |
| Total | 32 | 23.3 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 | |
|---|---|---|---|---|
| John Kelly | 51 | |||
| Benjamin Levy | 31 | |||
| Lawrence Hamelsky | 40 | |||
| Ross Jones | 35 | |||
| Elizabeth Hoffman | 27 | |||
| Michael Ascione | 26 | |||
| Christopher Hadley | 26 | |||
| Joshua Lutzker | 24 | |||
| David Bordeau | 24 | |||
| Edward Whelan | 23 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001312988] | |
| 3 | [0001312988] | |
| 4 | [0001312988] |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Berkshire Partners LLC
✚
|
MA | 23.3 |
|
Stockbridge Partners LLC
✚
|
MA | 5.9 |
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