Berkshire Partners LLC

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Berkshire Partners LLC ✚
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) Copy

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
PE	Berkshire Digital Infrastructure Fund LP	[2023-03-31]	252.0	243.1
PE	Pt2-A LP	[2022-03-31]	0.0	406.1
PE	PT2 LP	[2022-03-31]	0.0	796.9
PE	Ptev-A LP	[2022-03-31]	0.0	94.3
PE	PTEV LP	[2022-03-31]	0.0	391.7
PE	Berkshire Fund X-A LP	2021-03-30		3,269.1
PE	Berkshire Fund X LP	[2021-03-30]	4,348.8	4,205.3
PE	Berkshire Fund IX-A CoInvestment Fund LP	2018-03-30		111.4
PE	Berkshire Fund IX CoInvestment Fund LP	[2018-03-30]	0.0	881.0
PE	Berkshire Fund IX-A LP	2016-03-30		2,195.7
PE	Berkshire Fund IX LP	[2016-03-30]	0.0	5,362.1
PE	Berkshire Fund IV Limited Partnership	2012-02-10		15.3
PE	Berkshire Fund V CoInvestment Fund Limited Partnership	2012-02-10		6.7
PE	Berkshire Fund VII-A LP	2012-02-10		8.4
PE	Berkshire Fund VIII-A LP	2012-02-10		131.3
PE	Berkshire Fund VIII LP	2012-02-10		351.1
PE	Berkshire Fund VII LP	2012-02-10		45.5
PE	Berkshire Fund VI Limited Partnership	2012-02-10		137.9
PE	Berkshire Fund V Limited Partnership	2012-02-10		38.3

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

Limited Partners	2011 - 2026
Alaska Permanent Fund Corporation
Hawaii Employee Retirement System
Pennsylvania State Employees' Retirement System
State Board of Administration of Florida
State of Michigan Retirement System

Form D Directors	# Filings	# Firms
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

Form 3/4/5 Subject	2011 - 2026
Berkshire Fund VIII, L.P.
Portillo's Inc.
BPSP LP
Berkshire Investors III LLC
Lutzker Joshua Adam
Berkshire Fund VIII-A, L.P.
Berkshire Partners LLC
Berkshire Investors IV LLC
Berkshire Partners Holdings LLC
Eighth Berkshire Associates LLC
View All

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 ✚	NY	30.7
PSG Equity LLC ✚	MA	30.2
QEP Advisers LLC ✚	TX	28.8
First Sentier Investors Ireland Limited ✚		28.5
TowerBrook Capital Partners LP ✚	NY	27.7
Bregal Investments Inc ✚	NY	27.5
HRTG GPE LLC ✚	WY	27.1
Aquarian Holdings Investment Management LLC ✚	NY	26.7
Arcline Investment Management LP ✚	TN	26.5

Assets, Funds, Holdings