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Berkshire Property Advisors LLC
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CRD # | 161374 |
SEC # | 801-73998 |
CIK # | |
AUM | $12.8 BB (2024-03-27) |
Employees | 175 (33% Investors, 0% Brokers) |
Phone | 617-646-2300 |
Address | One Beacon Street Boston, MA 02108-3116 |
Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
Total AUM ($BB) |
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Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
---|---|---|---|---|
RE | BT Multifamily Partners LP | 2023-03-31 | 30.4 | |
RE | Mf1-Nm Investor LLC | 2022-03-31 | 38.2 | |
RE | Berkshire Multifamily Debt Fund III Investor LP | [2021-03-31] | 0.0 | 1,954.3 |
RE | Berkshire Bridge Loan Investors II LP | [2020-03-30] | 682.6 | 554.2 |
RE | Berkshire Value Fund V-OP LP | [2020-03-30] | 177.3 | 459.0 |
RE | PBONE-OP LLC | 2020-03-30 | 1,138.1 | |
RE | Berkshire Bridge Loan Investors I LP | [2019-03-29] | 0.0 | 1,313.5 |
RE | Senior Housing Fund I LP | 2019-03-29 | 323.9 | |
RE | Berkshire Multifamily Debt Fund II LP | [2018-03-30] | 1,044.1 | 739.8 |
RE | BVF-IV Co-Invest K726 LP | 2018-03-30 | 0.2 | |
View All |
AUM Breakdown | Accounts | AUM ($BB) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 0 | 0.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 10 | 12.8 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 10 | 12.8 |
By Discretionary | ||
Discretionary | 8 | 12.8 |
Non-Discretionary | 2 | 0.0 |
Total | 10 | 12.8 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 12.8 | |
Total | 10 | 12.8 |
Form D Directors | # Filings | # Firms | 2011 - 2024 | |
---|---|---|---|---|
David Doherty | 41 | |||
David Olney | 20 | |||
David Quade | 18 | |||
Berkshire Group LLC | 9 | |||
Berkshire Multifamily Value Plus Fund IV GP LLC | 4 | |||
Berkshire Value Fund V GP LLC | 3 | |||
Berkshire Bridge Loan Investors II GP LLC | 2 | |||
Berkshire Multifamily Debt Fund III GP LLC | 2 | |||
Berkshire Multifamily Value Plus Fund GP III LLC | 1 | |||
Frank Apesche | 1 | |||
View All |
Related Firms | State | AUM ($BB) |
---|---|---|
Berkshire Property Advisors LLC
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MA | 12.8 |
Berkshire Realty Ventures LLC
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MA | 0.0 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Prime Finance Advisor LP
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|
CA | 18.6 |
Aviva Investors Americas LLC
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|
IL | 18.6 |
CBRE Investment Management LLC
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|
NY | 17.3 |
DRA Advisors LLC
✚
|
NY | 15.5 |
Ellington Management Group LLC
✚
|
CT | 10.1 |
Heitman Capital Management LLC
✚
|
IL | 8.6 |
Zimmer Partners LP
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|
NY | 6.8 |
CBRE Global Value Investors LLC
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|
NY | 6.8 |
Gresham Investment Management LLC
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|
NY | 6.2 |
ZAIS Group LLC
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|
NJ | 6.0 |