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| Berkshire Partners LLC
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|---|---|
| CRD # | 160675 |
| SEC # | 801-73336 |
| CIK # | 0001312988 |
| AUM | $26.8 B (2025-06-04) |
| Employees | 147 (63% Investors, 0% Brokers) |
| Phone | 617-227-0050 |
| Address | 200 Clarendon Street 35th Fl Boston, MA 02116-5040 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001312988 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Portillo's Inc | 12.2 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Berkshire Digital Infrastructure Fund-B LP | [2024-03-29] | 252.0 | 12.7 |
| PE | Berkshire Di IC Co-Invest LP | [2024-03-29] | 0.0 | 57.4 |
| PE | Berkshire Fund XI-F LP | [2024-03-29] | 0.0 | 1,291.7 |
| PE | Berkshire Fund Xi LP | [2024-03-29] | 0.0 | 4,393.5 |
| PE | Berkshire Fund Xi-Lux SCSP | [2024-03-29] | 0.0 | 1,141.0 |
| PE | Berkshire Fund Xi-Te LP | [2024-03-29] | 0.0 | 1,283.3 |
| PE | Berkshire Digital Infrastructure Fund-A LP | [2023-03-31] | 252.0 | 19.7 |
| PE | Berkshire Digital Infrastructure Fund LP | [2023-03-31] | 252.0 | 235.4 |
| PE | Pt2-A LP | [2022-03-31] | 0.0 | 404.4 |
| PE | PT2 LP | [2022-03-31] | 0.0 | 794.0 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($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 | 34 | 26.8 |
| (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 | 34 | 26.8 |
| By Discretionary | ||
| Discretionary | 34 | 26.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 34 | 26.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.5 | |
| United States Persons | 25.3 | |
| Total | 34 | 26.8 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| John Kelly | 54 | |||
| Benjamin Levy | 39 | |||
| Lawrence Hamelsky | 47 | |||
| Ross Jones | 42 | |||
| Michael Ascione | 34 | |||
| Christopher Hadley | 34 | |||
| Joshua Lutzker | 31 | |||
| David Bordeau | 31 | |||
| Edward Whelan | 30 | |||
| Blake Gottesman | 30 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001312988] | |
| 3 | [0001312988] | |
| 4 | [0001312988] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Berkshire Partners LLC
✚
|
MA | 26.8 |
|
Stockbridge Partners LLC
✚
|
MA | 5.8 |
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|---|---|---|
|
Schroders Capital Management US Inc
✚
|
NY | 29.5 |
|
Coller Investment Management Ltd
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|
29.0 | |
|
PSG Equity LLC
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MA | 28.4 |
|
NEA Management Company LLC
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|
CA | 27.8 |
|
First Sentier Investors Ireland Limited
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26.1 | |
|
Valor Management LLC
✚
|
IL | 26.1 |
|
Bregal Investments Inc
✚
|
NY | 25.8 |
|
Three Fifty Eight Investment Group LLC
✚
|
25.0 | |
|
AKKR Fund II Management Company LP
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|
CA | 23.7 |
|
Schroders Capital Management Switzerland AG
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|
23.2 |