Clients
Berkshire Property Advisors serves 8 clients. The average client has about $2.40 billion with the firm.
- Pooled investment vehicles8 clients100%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 8 | $19,239,509,462 | 100.0% | $2.40B |
| Total | 8 | $19,239,509,462 | 100% | $2.40B |
- Clients
- 8
- Regulatory AUM
- $19,239,509,462
- Share
- 100.0%
- Avg. per client
- $2.40B
Total
- Clients
- 8
- Regulatory AUM
- $19,239,509,462
- Share
- 100%
- Avg. per client
- $2.40B
What it does
Berkshire Property Advisors provides portfolio management for pooled vehicles. It is paid through a percentage of assets, performance-based fees and other arrangements.
Berkshire Property Advisors advises 4 private funds.
100.0% of assets ($19.24B across 8 accounts) are managed with discretion. 0% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
Custodians
Berkshire Property Advisors has custody of $15.51B for 8 clients.
- All other custodians$19.24B100%
Ownership and leadership
Berkshire Group, L.L.C. owns 75% or more of Berkshire Property Advisors, and David Olney is its CEO.
- Owns 75% or more of Berkshire Property Advisors, LLC
Berkshire Group, L.L.C.
Control person · since March 2010
- Owns 75% or more of Berkshire Group, L.L.C.
Berkshire Group, L.P.
Control person · since August 2014
KGP-1 Incorporated
General partner · Control person · since August 2014
- Owns 50% to 75% of Berkshire Property Advisors, LLC
George Krupp
Control person · since December 2004
- Owns 50% to 75% of Berkshire Property Advisors, LLC
Douglas Krupp
Control person · since December 2004
- Owns 10% to 25% of Berkshire Property Advisors, LLC
David Olney
Control person · since October 2019
Leadership
- David OlneyChief Executive Officer
- Ravi RagnauthPartner, Chief Financial Officer
- Jonathan FreyPartner, Chief Operating Officer
- Jeffrey MorandiManaging Director, Chief Compliance Officer
- Mary BloomManaging Director, General Counsel, Chief Risk Officer
Staff
- 226 employees
- 75 in advisory functions
Fees
Berkshire Property Advisors is paid through a percentage of assets under management, performance-based fees and other.
Berkshire Property Advisors’ fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Berkshire Property Advisors has 2 offices, with 3 listed addresses across 3 states.
California · 1 listed address
- 900 Larkspur Landing Circle, Larkspur
Massachusetts · 1 listed address
- One Beacon Street, 24th Floor, BostonHQ
Texas · 1 listed address
- 2699 Howell Street, Dallas
Other business names
Berkshire Property Advisors has reported 2 other business names to the SEC.
- Berkshire (D/B/A)
- Berkshire Residential Investments (D/B/A)
Registration details
- Legal name
- Berkshire Property Advisors, LLC
- Headquarters
- One Beacon Street, 24th Floor, Boston, MA 02108-3116
- Phone
- 617-646-2300
- Website
- Not reported
- SEC file
- 801-73998
- Structure
- Delaware 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 Property Advisors have?
Berkshire Property Advisors has 8 clients and manages $19.2 billion for them, as of March 2026.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does Berkshire Property Advisors offer?
Berkshire Property Advisors 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 Property Advisors have?
Berkshire Property Advisors has 0 investment adviser representatives registered with state securities authorities, out of 226 employees, and 75 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 Property Advisors?
Berkshire Property Advisors’ direct owners are Berkshire Group, L.L.C. (75% or more), David Olney (10% to 25%), George Krupp (50% to 75%) and Douglas Krupp (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does Berkshire Property Advisors get paid?
Berkshire Property Advisors is paid through a percentage of assets under management, performance-based fees and other arrangements. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file