BERKSHIRE PROPERTY ADVISORS, LLC
Firm details
- Headquarters
- BOSTON, Massachusetts
- CRD number
- 161374
- Registered since
- March 30, 2012
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Berkshire Property Advisors, LLC is a real-estate-focused investment adviser that manages pooled investment vehicles for institutional clients. The firm serves as sponsor, general partner and managing member on its funds, which means it is active across acquisition, asset management and disposition rather than acting solely as a passive allocator. Investment activity centers on direct and pooled real estate exposures, with a stated allocation to private credit strategies to complement property-level yields and financing flexibility. Berkshire Property Advisors uses performance-based fee structures alongside AUM fees, aligning manager compensation with fund-level returns, and describes itself as an active ESG investor, integrating environmental, social and governance considerations into underwriting and ongoing asset management. Strategy emphasis is on institutional-style real estate products: closed-end and open-end pooled vehicles that hold operating properties and related real estate debt. The firm’s role as portfolio manager for pooled investment vehicles and its sponsor/GP responsibilities indicate it runs both the investment decision-making and the day-to-day property/portfolio operations for its funds.
Assets & Accounts
Investments & Alternatives
Location & Offices
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 5JEFFREY MORANDI
Chief Compliance OfficerCRD 2864617
DAVID OLNEY
Chief Executive OfficerCRD 6027546
MARY BLOOM
General Counsel and Chief Risk OfficerCRD 6027547
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
- 1 Beacon St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
GREAT HILL PARTNERS
RIABOSTON, MA
FIDELITY DIVERSIFYING SOLUTIONS LLC
RIABOSTON, MA
RWA WEALTH PARTNERS
RIABOSTON, MA
AUDAX PRIVATE EQUITY
RIABOSTON, MA
MACKENZIE INVESTMENTS
RIABOSTON, MA
MERGANSER CAPITAL MANAGEMENT, LLC
RIABOSTON, MA