{"url":"https://nivawealth.com/firms/berkshire-partners-160675","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/160675","regulatoryAum":29003502903,"crd":"160675","secFileNumber":"801-73336","legalName":"Berkshire Partners LLC","displayName":"Berkshire Partners","website":"http://www.berkshirepartners.com","linkedinUrl":"https://www.linkedin.com/company/berkshire-partners/","founded":null,"organization":"Massachusetts limited liability company","fiscalYearEnd":"December","headquarters":{"street":"200 Clarendon Street 35th FL","city":"Boston","state":"MA","stateName":"Massachusetts","country":"United States","postalCode":"02116-5040"},"tradeNames":[],"registration":{"secApproved":"30 March 2012","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":152,"advisory":93,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":29003502903,"discretionaryAccounts":37,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":15,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":37,"regulatoryAum":29003502903}],"fees":[],"feeNotes":[],"custodians":[],"custodyNote":"Berkshire Partners has custody of client assets.","otherCustodians":[],"leadership":[{"name":"Bertty Martinez Torres","title":"Chief Financial Officer","crd":"6558194"},{"name":"Reuben Ackerman","title":"Chief Compliance Officer","crd":"6002571"},{"name":"Samantha Adams","title":"Managing Director","crd":"6626674"},{"name":"Michael Ascione","title":"Co-Managing Partner","crd":"6025317"},{"name":"David Bordeau","title":"Managing Director","crd":"4487677"},{"name":"Elizabeth Bride","title":"Managing Director","crd":"6469086"},{"name":"Candice Corvetti","title":"Managing Director","crd":"5758817"},{"name":"Matthew Gooch","title":"Managing Director, Business Development","crd":"2913773"},{"name":"Blake Gottesman","title":"Managing Director","crd":"6931072"},{"name":"Christopher Hadley","title":"Co-Managing Partner","crd":"6025469"},{"name":"Lawrence Hamelsky","title":"Managing Director","crd":"2273605"},{"name":"Saad Hasan","title":"Managing Director","crd":"7237557"},{"name":"Ross Jones","title":"Managing Director","crd":"2253855"},{"name":"Whitney Kelly","title":"Managing Director","crd":"5816637"},{"name":"Benjamin Levy","title":"Managing Director","crd":"7237554"},{"name":"Joshua Lutzker","title":"Managing Director","crd":"6025476"},{"name":"Sharlyn Musslewhite","title":"Managing Director and General Counsel","crd":"6025473"},{"name":"Jonas Nilsson","title":"Managing Director, Head of Investor Relations","crd":"2521352"},{"name":"Jonathan Nuger","title":"Managing Director","crd":"7521451"},{"name":"Nii Amaah Ofosu-Amaah","title":"Managing Director, Business Development and Investor Relations","crd":"4833774"},{"name":"Greg Pappas","title":"Managing Director","crd":"6170326"},{"name":"Marni Payne","title":"Managing Director","crd":"2855216"},{"name":"Henri Rainaud","title":"Managing Director","crd":"7718174"},{"name":"Anil Seetharam","title":"Managing Director","crd":"6313858"},{"name":"Raleigh Shoemaker","title":"Managing Director","crd":"2648334"},{"name":"Robert Small","title":"Managing Director","crd":"6025479"},{"name":"Eric Souza","title":"Chief Technology Officer and Ciso","crd":"7089097"},{"name":"Samuel Spirn","title":"Managing Director","crd":"6931070"},{"name":"Andrew Walker","title":"Managing Director","crd":"5355471"},{"name":"Edward Whelan","title":"Managing Director","crd":"6025481"}],"ownership":[{"label":"BPSP, L.P.","detail":"Managing member in the 75% or more ownership band and a control person, since January 2014."},{"label":"Berkshire Partners Holdings LLC","detail":"Indirect owner: a general partner of BPSP, L.P. in the 75% or more band and a control person, since January 2014.","parent":"BPSP, L.P."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":2,"privateResidences":0},"listedOfficeAddresses":2,"officesByState":[{"state":"Massachusetts","offices":1,"addresses":[{"street":"200 Clarendon Street 35th FL","city":"Boston","headquarters":true}]},{"state":"New York","offices":1,"addresses":[{"street":"767 Fifth Ave","city":"New York"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"617-227-0050","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Other"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":26},"sources":{"adv1FilingDate":"27 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/160675/PDF/160675.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Berkshire Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Berkshire Partners offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Berkshire Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Berkshire Partners?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Berkshire Partners get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":{"url":"https://nivawealth.com/firms/berkshire-partners-160675/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-08-14","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1312988/000091957426005192/0000919574-26-005192-index.html","totalValue":4956286,"positionCount":1,"top10Share":1,"top10":[{"issuer":"PORTILLOS INC","titleOfClass":"COM CL A","cusip":"73642K106","value":4956286,"shares":1045630,"shareType":"SH","priorValue":5531383,"priorShares":1045630}],"positionsListed":1,"positions":[{"issuer":"PORTILLOS INC","titleOfClass":"COM CL A","cusip":"73642K106","value":4956286,"shares":1045630,"shareType":"SH","priorValue":5531383,"priorShares":1045630}]},"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}