Berkshire Partners LLC

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Berkshire Partners LLC ✚
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) Copy

Holdings by Sector ($M)

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

Limited Partners	2011 - 2025
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	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
Blake Gottesman	30
Edward Whelan	30
Marni Payne	29
Samuel Spirn	27
Elizabeth Hoffman	27
Kevin Callaghan	25
Joshua Johnson	22
Greg Pappas	22
Kenneth Bring	20
Robert Small	19
Matthew Janchar	17
Samantha Adams	17
Raleigh Shoemaker	17
Sharlyn Heslam	16
Matthew Gooch	16
Candice Corvetti	14
Jonathan Nuger	12
Henri Rainaud IV	11
Jonathan Meyer	9
Anil Seetharam	8
Saad Hasan	7
D Peeler	7
Richard Lubin	6
Matthew Berner	5
David Peeler	5
Bradley Bloom	5
Thomas Kuo	5
Jane Brockwilson	4
Drew Walker	3
Raleigh Shoemaker Jr	1

Form 3/4/5 Subject	2011 - 2025
Berkshire Partners LLC
Berkshire Investors III LLC
Berkshire Partners Holdings LLC
Berkshire Fund VIII-A, L.P.
Berkshire Fund VIII, L.P.
Eighth Berkshire Associates LLC
Lutzker Joshua Adam
Portillo's Inc.
BPSP LP
Berkshire Investors IV LLC
View All

Related Firms	State	AUM ($B)
Berkshire Partners LLC ✚	MA	26.8
Stockbridge Partners LLC ✚	MA	5.8

Comparable Firms	State	AUM ($B)
Schroders Capital Management US Inc ✚	NY	29.5
Coller Investment Management Ltd ✚		29.0
PSG Equity LLC ✚	MA	28.4
NEA Management Company LLC ✚	CA	27.8
First Sentier Investors Ireland Limited ✚		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 ✚	CA	23.7
Schroders Capital Management Switzerland AG ✚		23.2

Assets, Funds, Holdings