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| Berkshire Partners LLC
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|---|---|
| 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) |
|---|
| 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 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| 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 | |
| Edward Whelan | Executive Officer | 35 | 2 | |
| Blake Gottesman | Executive Officer | 35 | 2 | |
| View All | ||||
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001312988] | |
| 3 | [0001312988] | |
| 4 | [0001312988] |
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|---|---|---|
|
Berkshire Partners LLC
✚
|
MA | 29.0 |
|
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✚
|
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