Berkshire Partners LLC

RIASEC RegisteredEst. 2012
Total AUM
$29B
Discretionary
$29B
100% of AUM
Avg account
$784M
Accounts
37
Employees
152
Advisory reps
33

Firm details

Headquarters
Boston, Massachusetts
CRD number
160675
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Berkshire Partners LLC is structured as a limited liability company and has been registered with the SEC since 2012. The firm operates as a private equity organization serving institutional clients and acts as sponsor and general partner for pooled investment vehicles. It also performs portfolio management for those pooled vehicles and is identified as a CPO/CTA, indicating capabilities or activities in commodity/derivatives program management in addition to private fund management. The firm charges fees on a percentage-of-assets-under-management basis (with other fee elements noted) and describes itself as an active ESG investor. Its regulatory and business designations point to a manager that both raises and manages closed-end funds and serves as the operating GP/sponsor for those vehicles rather than functioning primarily as a capital allocator for outside managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 4
  • Bertty Martinez Torres

    Chief Finance OfficerCRD 6558194

  • Reuben Ackerman

    Reuben Ackerman

    Chief Compliance Officer and General CounselCRD 6002571

  • Kenneth Bring

    Kenneth Bring

    Managing Director and Chief Financial OfficerCRD 6027597

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Contacts

3 of 29
  • Ross Jones

    Ross Jones

    Managing DirectorCRD 2253855

  • Lawrence Hamelsky

    Lawrence Hamelsky

    Managing DirectorCRD 2273605

  • Jonas Nilsson

    Jonas Nilsson

    Managing DirectorCRD 2521352

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Boston, MA

Suffolk

Location

Boston, MA

Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Suffolk
Address
200 Clarendon St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth