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| Berkshire Property Advisors LLC
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| CRD # | 161374 |
| SEC # | 801-73998 |
| CIK # | |
| AUM | $15.5 B (2025-03-27) |
| Employees | 194 (38% Investors, 0% Brokers) |
| Phone | 617-646-2300 |
| Address | One Beacon Street Boston, MA 02108-3116 |
| Source | [IAPD] [Website] [LinkedIn] [Instagram] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| RE | Berkshire Multifamily Credit Fund IV Investor LP | [2025-03-27] | 1,784.3 | 0.0 |
| RE | BT Multifamily Partners LP | 2023-03-31 | 26.5 | |
| RE | Mf1-Nm Investor LLC | [2022-03-31] | 0.1 | 38.2 |
| RE | Berkshire Multifamily Debt Fund III Investor LP | [2021-03-31] | 0.0 | 0.0 |
| 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 | 0.0 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 9 | 15.5 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 9 | 15.5 |
| By Discretionary | ||
| Discretionary | 9 | 15.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 9 | 15.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 15.5 | |
| Total | 9 | 15.5 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| David Doherty | 43 | |||
| David Olney | 20 | |||
| Eric Draeger | 19 | |||
| David Quade | 18 | |||
| Berkshire Group LLC | 9 | |||
| Mary Beth Bloom | 5 | |||
| Berkshire Multifamily Value Plus Fund IV GP LLC | 4 | |||
| Jonathan Pfeil | 4 | |||
| Berkshire Value Fund V GP LLC | 3 | |||
| Christine Powers | 3 | |||
| View All | ||||
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Berkshire Property Advisors LLC
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|
MA | 15.5 |
|
Berkshire Realty Ventures LLC
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|
MA | 0.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Core and Value Advisors LLC
✚
|
CA | 20.5 |
|
CBRE Investment Management LLC
✚
|
NY | 18.1 |
|
AB CarVal Investors LP
✚
|
MN | 16.8 |
|
Invesco Real Estate Management S RL
✚
|
13.5 | |
|
DRA Advisors LLC
✚
|
NY | 13.3 |
|
Ellington Management Group LLC
✚
|
CT | 12.3 |
|
Angel Oak Capital Advisors LLC
✚
|
GA | 10.2 |
|
Churchill Investment Management LLC
✚
|
NC | 10.0 |
|
Heitman Capital Management LLC
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|
IL | 8.4 |
|
Zimmer Partners LP
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|
NY | 7.9 |