Berkshire Property Advisors LLC

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Assets, Funds, Holdings

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Berkshire Property Advisors LLC
CRD #161374
SEC #801-73998
CIK #
AUM $12.8 BB (2024-03-27)
Employees 175 (33% Investors, 0% Brokers)
Phone617-646-2300
AddressOne Beacon Street
Boston, MA 02108-3116
Source [IAPD] [Website] [LinkedIn] [Facebook] [Instagram]
Total AUM ($BB)
25201510502009201420192025
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 ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 10 12.8
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 10 12.8
By Discretionary
Discretionary 8 12.8
Non-Discretionary 2 0.0
Total 10 12.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 12.8
Total 10 12.8
Form D Directors # Filings # Firms 2011 - 2024
David Doherty 41
David Olney 20
David Quade 18
Berkshire Group LLC 9
Berkshire Multifamily Value Plus Fund IV GP LLC 4
Berkshire Value Fund V GP LLC 3
Berkshire Bridge Loan Investors II GP LLC 2
Berkshire Multifamily Debt Fund III GP LLC 2
Berkshire Multifamily Value Plus Fund GP III LLC 1
Frank Apesche 1
View All
Related Firms State AUM ($BB)
Berkshire Property Advisors LLC
MA 12.8
Berkshire Realty Ventures LLC
MA 0.0
Comparable Firms State AUM ($BB)
Prime Finance Advisor LP
CA 18.6
Aviva Investors Americas LLC
IL 18.6
CBRE Investment Management LLC
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
NY 6.8
CBRE Global Value Investors LLC
NY 6.8
Gresham Investment Management LLC
NY 6.2
ZAIS Group LLC
NJ 6.0
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