Berkshire Partners LLC
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 160675
- Registered since
- March 30, 2012
- Website
- www.berkshirepartners.com
- Fee structure
- Percentage of AUM, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4Bertty Martinez Torres
Chief Finance OfficerCRD 6558194

Reuben Ackerman
Chief Compliance Officer and General CounselCRD 6002571

Kenneth Bring
Managing Director and Chief Financial OfficerCRD 6027597
Contacts
3 of 29
Ross Jones
Managing DirectorCRD 2253855

Lawrence Hamelsky
Managing DirectorCRD 2273605

Jonas Nilsson
Managing DirectorCRD 2521352
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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