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

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
	Filed 2025-01-23 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose
PE	BP Ace CV LP	[2026-03-27]	0.0	452.0
	Filed 2025-09-26 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose
PE	BP Ace EV LP	[2026-03-27]	0.0	224.3
	Filed 2025-09-26 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose
PE	Berkshire Digital Infrastructure Fund-B LP	[2024-03-29]	252.0	13.0
	Filed 2023-12-14 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration More than one year · Commission $986,478 · Net Assets Decline to Disclose
PE	Berkshire Di IC Co-Invest LP	[2024-03-29]	0.0	68.4
	Filed 2023-04-26 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose
PE	Berkshire Fund XI-F LP	[2024-03-29]	0.0	1,454.2
	Filed 2023-10-31 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose
PE	Berkshire Fund Xi LP	[2024-03-29]	0.0	4,963.6
	Filed 2023-10-31 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose
PE	Berkshire Fund Xi-Lux SCSP	[2024-03-29]	0.0	1,283.4
	Filed 2023-10-30 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose
PE	Berkshire Fund Xi-Te LP	[2024-03-29]	0.0	1,442.8
	Filed 2023-10-30 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose
PE	Berkshire Digital Infrastructure Fund-A LP	[2023-03-31]	252.0	20.3
	Filed 2023-12-14 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration More than one year · Commission $986,478 · Net Assets Decline to Disclose
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

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	Role	# Filings	# Firms
John Kelly	Executive Officer	56	5
Benjamin Levy	Executive Officer	46	3
Lawrence Hamelsky	Executive Officer	52	2
Ross Jones	Executive Officer	47	2
Michael Ascione	Executive Officer	39	2
Christopher Hadley	Executive Officer	39	2
Joshua Lutzker	Executive Officer	36	2
David Bordeau	Executive Officer	36	2
Blake Gottesman	Executive Officer	35	2
Edward Whelan	Executive Officer	35	2
Marni Payne	Executive Officer	34	2
Samuel Spirn	Executive Officer	32	2
Elizabeth Hoffman	Executive Officer	27	2
Kevin Callaghan	Executive Officer	25	2
Joshua Johnson	Executive Officer	23	2
Greg Pappas	Executive Officer	22	2
Kenneth Bring	Executive Officer	20	2
Robert Small	Executive Officer	19	2
Candice Corvetti	Executive Officer	19	2
Raleigh Shoemaker	Executive Officer	17	2
Jonathan Nuger	Executive Officer	17	2
Samantha Adams	Executive Officer	17	2
Matthew Janchar	Executive Officer	17	2
Matthew Gooch	Executive Officer	16	2
Sharlyn Heslam	Executive Officer	16	2
Henri Rainaud IV	Executive Officer	14	2
Jonathan Meyer	Executive Officer	9	2
Anil Seetharam	Executive Officer	8	2
Saad Hasan	Executive Officer	7	2
D Peeler	Executive Officer	7	2
Thomas Kuo	Executive Officer	6	2
Richard Lubin	Executive Officer	6	2
Matthew Berner	Executive Officer	5	2
David Peeler	Executive Officer	5	2
Bradley Bloom	Executive Officer	5	2
Jane Brockwilson	Executive Officer	4	2
Drew Walker	Executive Officer	3	1
Raleigh Shoemaker Jr	Executive Officer	1	1

EDGAR Form	CIK	2011 - 2026
13F-HR	[0001312988]
3	[0001312988]
4	[0001312988]

Form 3/4/5 Subject	2011 - 2026
Berkshire Fund VIII LP
Portillo's Inc
BPSP LP
Berkshire Investors III LLC
Lutzker Joshua Adam
Berkshire Fund VIII-A LP
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

Berkshire Partners LLC

Assets, Funds, Holdings