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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) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
PTLO | 593.6 | 57.6 | |
Holdings by Sector ($MM) |
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Type | Form D Funds | Date | Sold ($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) |
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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 | |
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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 |
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13F-HR | [0001312988] | |
3 | [0001312988] | |
4 | [0001312988] |
Related Firms | State | AUM ($BB) |
---|---|---|
Berkshire Partners LLC
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|
MA | 23.3 |
Stockbridge Partners LLC
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|
MA | 5.9 |
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Bregal Investments Inc
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|
NY | 25.8 |
Schroders Capital Management US Inc
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|
NY | 23.2 |
Horsley Bridge Partners LLC
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CA | 21.7 |
KPS Capital Partners LP
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American Securities LLC
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NY | 21.2 |
Harvest Partners LP
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NY | 21.1 |
Onex Partners Manager LP
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|
20.9 | |
EIG Management Company LLC
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|
DC | 20.8 |
Rokos Capital Management US LP
✚
|
NY | 20.1 |
TCMI Inc
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|
CA | 20.0 |