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| Berkshire Partners LLC
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| CRD # | 160675 |
| SEC # | 801-73336 |
| CIK # | 0001312988 |
| AUM | 29.00 B (2026-03-27) |
| Employees | 152 (61% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 617-227-0050 |
| Address | 200 Clarendon Street 35th Fl Boston, MA 02116-5040 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| In the News | |
|---|---|
| Wed, 24 Jun 2026 | Harbourfront Wealth agrees C$1.775bn investment from Berkshire Partners — Private Banker International |
| Tue, 23 Jun 2026 | Harbourfront Wealth Announces New Strategic Investment by Berkshire Partners at C$1.775B Valuation — Business Wire |
| Tue, 23 Jun 2026 | Harbourfront Wealth Announces Berkshire Partners Investment At C$1.775 Billion Valuation — Pulse 2.0 |
| Tue, 23 Jun 2026 | Berkshire Partners stakes Canadian wealth shop Harbourfront at $1.3bn valuation — Citywire |
| Tue, 23 Jun 2026 | Harbourfront Wealth Secures Berkshire Partners Investment at C$1.775 Billion Valuation — citybiz |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Portillo's Inc | 5.5 | ||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | BAH Forefront LP | [2026-03-27] | 450.7 M | |
| 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] | 452.0 M | |
| 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] | 224.3 M | |
| 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 M | 13.0 M |
| 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] | 68.4 M | |
| 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] | 1,454.2 M | |
| 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] | 4,963.6 M | |
| 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] | 1,283.4 M | |
| 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] | 1,442.8 M | |
| 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 M | 20.3 M |
| 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 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| John Kelly | Executive Officer | 58 | 5 | |
| Benjamin Levy | Executive Officer | 48 | 3 | |
| Lawrence Hamelsky | Executive Officer | 53 | 2 | |
| Ross Jones | Executive Officer | 50 | 2 | |
| Michael Ascione | Executive Officer | 42 | 2 | |
| Christopher Hadley | Executive Officer | 42 | 2 | |
| David Bordeau | Executive Officer | 37 | 2 | |
| Joshua Lutzker | Executive Officer | 37 | 2 | |
| Blake Gottesman | Executive Officer | 36 | 2 | |
| Edward Whelan | Executive Officer | 36 | 2 | |
| Marni Payne | Executive Officer | 35 | 2 | |
| Samuel Spirn | Executive Officer | 33 | 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 | |
| Candice Corvetti | Executive Officer | 20 | 2 | |
| Kenneth Bring | Executive Officer | 20 | 2 | |
| Robert Small | Executive Officer | 19 | 2 | |
| Jonathan Nuger | Executive Officer | 18 | 2 | |
| Matthew Janchar | Executive Officer | 17 | 2 | |
| Raleigh Shoemaker | Executive Officer | 17 | 2 | |
| Samantha Adams | Executive Officer | 17 | 2 | |
| Matthew Gooch | Executive Officer | 16 | 2 | |
| Sharlyn Heslam | Executive Officer | 16 | 2 | |
| Henri Rainaud IV | Executive Officer | 15 | 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 | |
| Bradley Bloom | Executive Officer | 5 | 2 | |
| David Peeler | Executive Officer | 5 | 2 | |
| Jane Brock-Wilson | 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] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $9.3B |
| Serves | Institutional |
| Fund Types | Private Equity |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Portillo's Inc PTLO
Class A Common Stock
|
2025-05-19 | Sell | 6,521,015 | $12.23 | 79,752,013 |
|
Portillo's Inc PTLO
Class A Common Stock
|
2025-05-19 | Conversion | 6,521,015 | ||
|
Portillo's Inc PTLO
Class A Common Stock
|
2025-05-19 | Sell | 179,210 | $12.23 | 2,191,738 |
|
Portillo's Inc PTLO
Class A Common Stock
|
2025-05-19 | Conversion | 590,240 | ||
|
Portillo's Inc PTLO
Class A Common Stock
|
2025-05-19 | Sell | 590,240 | $12.23 | 7,218,635 |
|
Portillo's Inc PTLO
Class A Common Stock
|
2025-05-19 | Sell | 2,709,535 | $12.23 | 33,137,613 |
|
Portillo's Inc PTLO
Class A Common Stock
|
2025-05-19 | Conversion | 179,210 | ||
|
Portillo's Inc PTLO
LLC Units of PHD Group Holdings LLC · derivative
|
2025-05-19 | Conversion | 6,521,015 | ||
|
Portillo's Inc PTLO
LLC Units of PHD Group Holdings LLC · derivative
|
2025-05-19 | Conversion | 590,240 | ||
|
Portillo's Inc PTLO
LLC Units of PHD Group Holdings LLC · derivative
|
2025-05-19 | Conversion | 179,210 | ||
|
Portillo's Inc PTLO
Class A Common Stock
|
2025-04-15 | Grant | 17,798 | $0.00 | |
|
Portillo's Inc PTLO
Class A Common Stock
|
2024-05-02 | Grant | 18,006 | $0.00 | |
|
Portillo's Inc PTLO
Class A common stock
|
2024-03-04 | Disposed to issuer | 2,167,629 | $14.37 | 31,148,829 |
|
Portillo's Inc PTLO
LLC Units of PHD Group Holdings LLC · derivative
|
2024-03-04 | Disposed to issuer | 472,191 | $14.37 | 6,785,385 |
|
Portillo's Inc PTLO
LLC Units of PHD Group Holdings LLC · derivative
|
2024-03-04 | Disposed to issuer | 143,372 | $14.37 | 2,060,256 |
|
Portillo's Inc PTLO
LLC Units of PHD Group Holdings LLC · derivative
|
2024-03-04 | Disposed to issuer | 5,216,808 | $14.37 | 74,965,531 |
|
Portillo's Inc PTLO
LLC Units of PHD Group Holdings LLC · derivative
|
2023-04-05 | Disposed to issuer | 388,377 | $20.80 | 8,078,242 |
|
Portillo's Inc PTLO
Class A common stock
|
2023-04-05 | Disposed to issuer | 161,374 | $20.80 | 3,356,579 |
|
Portillo's Inc PTLO
LLC Units of PHD Group Holdings LLC · derivative
|
2023-04-05 | Disposed to issuer | 35,153 | $20.80 | 731,182 |
|
Portillo's Inc PTLO
LLC Units of PHD Group Holdings LLC · derivative
|
2023-04-05 | Disposed to issuer | 10,673 | $20.80 | 221,998 |
| showing 20 of 200 most recent transactions | |||||
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|---|---|---|
|
Berkshire Partners LLC
✚
|
MA | 29.00 B |
|
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|
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|
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28.50 B | |
|
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|
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✚
|
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|
HRTG GPE LLC
✚
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✚
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