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| Berkshire Partners LLC
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|---|---|
| CRD # | 160675 |
| SEC # | 801-73336 |
| CIK # | 0001312988 |
| AUM | $29.0 B (2026-03-27) |
| Employees | 152 (61% Investors, 0% Brokers) |
| Phone | 617-227-0050 |
| Address | 200 Clarendon Street 35th Fl Boston, MA 02116-5040 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Portillo's Inc | 5.5 | ||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | BAH Forefront LP | [2026-03-27] | 0.0 | 450.7 |
| PE | BP Ace CV LP | [2026-03-27] | 0.0 | 452.0 |
| PE | BP Ace EV LP | [2026-03-27] | 0.0 | 224.3 |
| PE | Berkshire Digital Infrastructure Fund-B LP | [2024-03-29] | 252.0 | 13.0 |
| PE | Berkshire Di IC Co-Invest LP | [2024-03-29] | 0.0 | 68.4 |
| PE | Berkshire Fund XI-F LP | [2024-03-29] | 0.0 | 1,454.2 |
| PE | Berkshire Fund Xi LP | [2024-03-29] | 0.0 | 4,963.6 |
| PE | Berkshire Fund Xi-Lux SCSP | [2024-03-29] | 0.0 | 1,283.4 |
| PE | Berkshire Fund Xi-Te LP | [2024-03-29] | 0.0 | 1,442.8 |
| PE | Berkshire Digital Infrastructure Fund-A LP | [2023-03-31] | 252.0 | 20.3 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 37 | 29.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 37 | 29.0 |
| By Discretionary | ||
| Discretionary | 37 | 29.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 37 | 29.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.6 | |
| United States Persons | 27.4 | |
| Total | 37 | 29.0 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| John Kelly | 56 | 5 | ||
| Benjamin Levy | 46 | 3 | ||
| Lawrence Hamelsky | 52 | 2 | ||
| Ross Jones | 47 | 2 | ||
| Michael Ascione | 39 | 2 | ||
| Christopher Hadley | 39 | 2 | ||
| Joshua Lutzker | 36 | 2 | ||
| David Bordeau | 36 | 2 | ||
| Edward Whelan | 35 | 2 | ||
| Blake Gottesman | 35 | 2 | ||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001312988] | |
| 3 | [0001312988] | |
| 4 | [0001312988] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Berkshire Partners LLC
✚
|
MA | 29.0 |
|
Stockbridge Partners LLC
✚
|
MA | 5.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
TJC LP
✚
|
NY | 30.8 |
|
Blackstone CLO Management LLC Management Series
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|
NY | 30.7 |
|
PSG Equity LLC
✚
|
MA | 30.2 |
|
QEP Advisers LLC
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|
TX | 28.8 |
|
First Sentier Investors Ireland Limited
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|
28.5 | |
|
TowerBrook Capital Partners LP
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|
NY | 27.7 |
|
Bregal Investments Inc
✚
|
NY | 27.5 |
|
HRTG GPE LLC
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|
WY | 27.1 |
|
Aquarian Holdings Investment Management LLC
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|
NY | 26.7 |
|
Arcline Investment Management LP
✚
|
TN | 26.5 |