Clients
Berkshire Partners serves 37 clients. The average client has about $784 million with the firm.
- Pooled investment vehicles37 clients100%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 37 | $29,003,502,903 | 100.0% | $783.9M |
| Total | 37 | $29,003,502,903 | 100% | $783.9M |
- Clients
- 37
- Regulatory AUM
- $29,003,502,903
- Share
- 100.0%
- Avg. per client
- $783.9M
Total
- Clients
- 37
- Regulatory AUM
- $29,003,502,903
- Share
- 100%
- Avg. per client
- $783.9M
What it does
Berkshire Partners provides portfolio management for pooled vehicles. It is paid through a percentage of assets and other arrangements.
Berkshire Partners advises 26 private funds.
100.0% of assets ($29.00B across 37 accounts) are managed with discretion. 15% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
Custodians
Berkshire Partners has custody of client assets.
- All other custodians$29.00B100%
Ownership and leadership
BPSP, L.P. owns 75% or more of Berkshire Partners.
- Owns 75% or more of Berkshire Partners LLC
BPSP, L.P.
Control person · since January 2014
- Owns 75% or more of BPSP, L.P.
Berkshire Partners Holdings LLC
Control person · since January 2014
Leadership
- Bertty Martinez TorresChief Financial Officer
- Reuben AckermanChief Compliance Officer
- Samantha AdamsManaging Director
- Michael AscioneCo-Managing Partner
- David BordeauManaging Director
- Elizabeth BrideManaging Director
- Candice CorvettiManaging Director
- Matthew GoochManaging Director, Business Development
- Blake GottesmanManaging Director
- Christopher HadleyCo-Managing Partner
- Lawrence HamelskyManaging Director
- Saad HasanManaging Director
- Ross JonesManaging Director
- Whitney KellyManaging Director
- Benjamin LevyManaging Director
- Joshua LutzkerManaging Director
- Sharlyn MusslewhiteManaging Director and General Counsel
- Jonas NilssonManaging Director, Head of Investor Relations
- Jonathan NugerManaging Director
- Nii Amaah Ofosu-AmaahManaging Director, Business Development and Investor Relations
- Greg PappasManaging Director
- Marni PayneManaging Director
- Henri RainaudManaging Director
- Anil SeetharamManaging Director
- Raleigh ShoemakerManaging Director
- Robert SmallManaging Director
- Eric SouzaChief Technology Officer and Ciso
- Samuel SpirnManaging Director
- Andrew WalkerManaging Director
- Edward WhelanManaging Director
Staff
- 152 employees
- 93 in advisory functions
Reported holdings
Berkshire Partners’ reported 13F holdings total $4.96M across 1 positions, and the ten largest make up 100.0% of it.
- $4.96M
- Reported 13F value
- 1
- Positions
- 100.0%
- In the 10 largest
- −10.4%
- Value vs. prior quarter
- Portillos Inc. · Com CL A100.0%
Together, the ten largest are 100.0% of reported value.
A 13F covers only exchange-traded long positions the firm holds with discretion, so this $4.96M is not its $29.00B in regulatory assets and does not represent any individual client's portfolio.
Fees
Berkshire Partners is paid through a percentage of assets under management and other.
Berkshire Partners’ fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Berkshire Partners has 2 offices, with 2 listed addresses across 2 states.
Massachusetts · 1 listed address
- 200 Clarendon Street 35th FL, BostonHQ
New York · 1 listed address
- 767 Fifth Ave, New York
Registration details
- Legal name
- Berkshire Partners LLC
- Headquarters
- 200 Clarendon Street 35th FL, Boston, MA 02116-5040
- Phone
- 617-227-0050
- Website
- www.berkshirepartners.com
- SEC file
- 801-73336
- Structure
- Massachusetts LLC
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Berkshire Partners have?
Berkshire Partners has 37 clients and manages $29 billion for them, as of March 2026.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026
What services does Berkshire Partners offer?
Berkshire Partners provides portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Berkshire Partners have?
Berkshire Partners has 0 investment adviser representatives registered with state securities authorities, out of 152 employees, and 93 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Berkshire Partners?
Berkshire Partners is owned through a holding company by Berkshire Partners Holdings LLC. Its direct owner is BPSP, L.P. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 27 March 2026
How does Berkshire Partners get paid?
Berkshire Partners is paid through a percentage of assets under management and other arrangements. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file