Berkshire Property Advisors LLC

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Berkshire Property Advisors LLC ✚
CRD #	161374
SEC #	801-73998
CIK #
AUM	$23.0 BB (2023-03-31)
Employees	167 (31% Investors, 0% Brokers)
Phone	617-646-2300
Address	One Beacon Street Boston, MA 02108-3116
Source	[IAPD] [Website] [LinkedIn] [Facebook]

Total AUM ($BB) Copy

Type	Form D Funds	Date	Sold ($MM)	AUM ($MM)
RE	BT Multifamily Partners LP	2023-03-31		37.5
RE	Mf1-Nm Investor LLC	2022-03-31		38.2
RE	Berkshire Multifamily Debt Fund III Investor LP	[2021-03-31]	0.0	1,869.4
RE	Berkshire Bridge Loan Investors II LP	[2020-03-30]	682.6	554.2
RE	Berkshire Value Fund V-OP LP	[2020-03-30]	20.9	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	741.3
RE	BVF-IV Co-Invest K726 LP	2018-03-30		0.2
RE	BVF-IV Co-Invest K728 LP	[2018-03-30]	26.3	0.2
RE	Berkshire Multifamily Value Plus Fund IV LP	[2017-03-31]	0.0	493.9
RE	BVF-IV Co-Invest KJ08 LP	[2017-03-31]	26.3	0.0
RE	Berkshire Income Realty-Op LP	2016-03-30		764.3
HF	Berkshire Multifamily Income Realty Fund LP	2016-03-30		1,078.7
RE	Berkshire Multifamily USA Property Partners LP	[2015-03-30]	300.0	8.2
RE	Seaport del Co LLC	2014-03-28		155.0
RE	Seaport US Co LLC	2014-03-28		10.4
RE	Berkshire FF Multifamily Co-Investment Fund LP	[2013-04-01]	300.0	4.1
RE	Berkshire Multifamily Value Plus Fund III LP	[2013-04-01]	471.1	211.3
RE	K709 Investor LLC	2013-04-01		44.7
RE	Aptco Holdings LLC	2012-02-14		422.5
RE	Berkshire Multifamily Equity Fund LP	[2012-02-14]	260.0	1,750.1
RE	Berkshire Multifamily Value Fund II LP	[2012-02-14]	588.6	0.0
RE	Berkshire Multifamily Value Fund LP	2012-02-14		0.0

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	27	23.0
(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	27	23.0
By Discretionary
Discretionary	16	16.3
Non-Discretionary	11	6.7
Total	27	23.0
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		23.0
Total	27	23.0

Form D Directors	# Filings	# Firms	2011 - 2023
David Doherty	37
David Quade	18
David Olney	17
Berkshire Group LLC	9
Berkshire Multifamily Value Plus Fund IV GP LLC	4
Berkshire Value Fund V GP LLC	3
Berkshire Multifamily Debt Fund III GP LLC	2
Berkshire Bridge Loan Investors II GP LLC	2
Berkshire Bridge Loan Investors I GP LLC	1
Frank Apesche	1
View All

Related Firms	State	AUM ($BB)
Berkshire Property Advisors LLC ✚	MA	23.0
Berkshire Realty Ventures LLC ✚	MA	0.0

Comparable Firms	State	AUM ($BB)
Cheyne Capital Management UK LLP ✚		27.9
Benefit Street Partners LLC ✚	NY	27.3
Ares Commercial Real Estate Management LLC ✚	CA	26.5
Marathon Asset Management LP ✚	NY	23.1
Core and Value Advisors LLC ✚	CA	21.1
AB CarVal Investors LP ✚	MN	19.6
Prime Finance Advisor LP ✚	CA	18.5
Aksia LLC ✚	NY	18.3
CBRE Investment Management LLC ✚	NY	17.8
DRA Advisors LLC ✚	NY	16.3

Assets, Funds, Holdings