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| Berkshire Property Advisors LLC
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| CRD # | 161374 |
| SEC # | 801-73998 |
| CIK # | |
| AUM | 19.24 B (2026-03-30) |
| Employees | 226 (33% Investors, 0% Brokers) |
| Phone | 617-646-2300 |
| Address | One Beacon Street Boston, MA 02108-3116 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| RE | Berkshire Multifamily Credit Fund IV Investor LP | [2025-03-27] | 1,784.3 M | 1,949.9 M |
| Filed 2025-06-05 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| RE | BT Multifamily Partners LP | 2023-03-31 | 24.6 M | |
| RE | MF1-NM Investor LLC | [2022-03-31] | 0.1 M | 38.2 M |
| Offered $125,000 · Filed 2020-01-15 (D) · Exemption 506(b) · Minimum $1,000 · Remaining $37,000 · Duration One year or less · Commission $6,250 · Revenue Decline to Disclose | ||||
| RE | Berkshire Multifamily Debt Fund III Investor LP | [2021-03-31] | ||
| Offered $1,500,000,000 · Filed 2020-11-25 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining $1,500,000,000 · Duration One year or less · Net Assets Decline to Disclose | ||||
| RE | Berkshire Bridge Loan Investors II LP | [2020-03-30] | 682.6 M | 554.2 M |
| Offered $1,000,000,000 · Filed 2020-12-18 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining $317,430,000 · Duration One year or less · Net Assets Decline to Disclose | ||||
| RE | Berkshire Value Fund V-OP LP | [2020-03-30] | 20.9 M | 459.0 M |
| Offered $500,000,000 · Filed 2020-12-18 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining $479,100,000 · Duration One year or less · Net Assets Decline to Disclose | ||||
| RE | PBONE-OP LLC | 2020-03-30 | 1,138.1 M | |
| RE | Berkshire Bridge Loan Investors I LP | [2019-03-29] | 1,313.5 M | |
| Offered $500,000,000 · Filed 2018-07-19 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining $500,000,000 · Duration One year or less · Net Assets Decline to Disclose | ||||
| RE | Senior Housing Fund I LP | 2019-03-29 | 323.9 M | |
| RE | Berkshire Multifamily Debt Fund II LP | [2018-03-30] | 1,044.1 M | 92.5 M |
| Offered $1,250,000,000 · Filed 2017-10-13 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Minimum $25,000 · Remaining $205,895,000 · Duration One year or less · Commission $4,920,000 · Net Assets Decline to Disclose | ||||
| View All | ||||
| AUM Breakdown | Accounts | AUM ($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 | 8 | 19.2 |
| (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 | 8 | 19.2 |
| By Discretionary | ||
| Discretionary | 8 | 19.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 8 | 19.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 19.2 | |
| Total | 8 | 19.2 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| David Doherty | Executive Officer | 47 | 3 | |
| David Olney | Executive Officer | 21 | 2 | |
| Eric Draeger | Executive Officer | 20 | 2 | |
| David Quade | Director, Executive Officer | 18 | 2 | |
| Berkshire Group LLC | Executive Officer | 9 | 2 | |
| Mary Beth Bloom | Executive Officer | 6 | 2 | |
| Jonathan Pfeil | Executive Officer | 5 | 2 | |
| Berkshire Multifamily Value Plus Fund IV GP LLC | Executive Officer | 4 | 2 | |
| Christine Powers | Director | 3 | 2 | |
| Berkshire Value Fund V GP LLC | Executive Officer | 3 | 2 | |
| View All | ||||
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $4.2B |
| Serves | Institutional |
| Fund Types | Hedge Fund, Real Estate |
| Related Firms | State | AUM |
|---|---|---|
|
Berkshire Property Advisors LLC
✚
|
MA | 19.24 B |
|
Berkshire Realty Ventures LLC
✚
|
MA |
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