Investment adviser · CRD 160675
BERKSHIRE PARTNERS LLC
Investment adviser filing (IA)
BOSTON, MA, United States · Form ADV filed Mar 27, 2026
- Regulatory AUM
- $29B Form ADV · Item 5.F
- Client accounts
- 37 Accounts, not individual clients
- Employees
- 152 Reported in this filing
- Advisory professionals
- 93 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 37 | $29,003,502,903 | 100.0% |
Filing source
Form ADV 2066808 · Mar 27, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
29 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
BERKSHIRE FUND IX, L.P.Private Equity Fund · Last reported Mar 27, 2026$5.36BGross asset value
Feeder funds
- BERKSHIRE FUND IX (IND), L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
PRICEWATERHOUSECOOPERS LLC
PCAOB 238
CARTA SECURITIES, LLC
SEC 8-69701
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221
Fund details & source
- Fund ID
- 805-3092107846
- Reported beneficial owners
- 229
- Minimum commitment
- $10M
- Form D file number
- 021-251433
Form ADV 2066808 · Mar 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
BERKSHIRE FUND XI, L.P.Private Equity Fund · Last reported Mar 27, 2026$4.96BGross asset value
Form D fundraising filings
Feeder funds
- BERKSHIRE FUND XI (IND), L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- Yes
PRICEWATERHOUSECOOPERS LLC
PCAOB 238
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221
GOLDMAN SACHS & CO. LLC
CRD 361 · SEC 801-16048
RAYMOND JAMES & ASSOCIATES, INC.
CRD 705 · SEC 801-10418
UBS SECURITIES LLC
CRD 7654 · SEC 8-22651
Fund details & source
- Fund ID
- 805-2520735403
- Reported beneficial owners
- 156
- Minimum commitment
- $10M
- Form D file number
- 021-496049
Form ADV 2066808 · Mar 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
BERKSHIRE FUND X, L.P.Private Equity Fund · Last reported Mar 27, 2026$4.21BGross asset value
Feeder funds
- BERKSHIRE FUND X (IND), L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- Yes
PRICEWATERHOUSECOOPERS LLC
PCAOB 238
CARTA SECURITIES, LLC
SEC 8-69701
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221
EVERCORE GROUP L.L.C.
CRD 42405 · SEC 8-49830
MONUMENT GROUP, INC.
CRD 36399 · SEC 8-47248
Fund details & source
- Fund ID
- 805-9341022222
- Reported beneficial owners
- 195
- Minimum commitment
- $10M
- Form D file number
- 021-372623
Form ADV 2066808 · Mar 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
BERKSHIRE FUND X-A, L.P.Private Equity Fund · Last reported Mar 27, 2026$3.27BGross asset value
Feeder funds
- BERKSHIRE FUND X-A (IND), L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- Yes
PRICEWATERHOUSECOOPERS LLC
PCAOB 238
CARTA SECURITIES, LLC
SEC 8-69701
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221
EVERCORE GROUP L.L.C.
CRD 42405 · SEC 8-49830
MONUMENT GROUP, INC.
CRD 36399 · SEC 8-47248
Fund details & source
- Fund ID
- 805-8881366565
- Reported beneficial owners
- 188
- Minimum commitment
- $10M
- Form D file number
- 021-37262301
Form ADV 2066808 · Mar 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
BERKSHIRE FUND IX-A, L.P.Private Equity Fund · Last reported Mar 27, 2026$2.2BGross asset value
Feeder funds
- BERKSHIRE FUND IX-A (IND), L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
PRICEWATERHOUSECOOPERS LLC
PCAOB 238
CARTA SECURITIES, LLC
SEC 8-69701
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221
Fund details & source
- Fund ID
- 805-6653635000
- Reported beneficial owners
- 200
- Minimum commitment
- $10M
- Form D file number
- 021-25143303
Form ADV 2066808 · Mar 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
BERKSHIRE FUND XI-F, L.P.Private Equity Fund · Last reported Mar 27, 2026$1.45BGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- Yes
PRICEWATERHOUSECOOPERS LLC
PCAOB 238
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221
GOLDMAN SACHS & CO. LLC
CRD 361 · SEC 801-16048
RAYMOND JAMES & ASSOCIATES, INC.
CRD 705 · SEC 801-10418
UBS SECURITIES LLC
CRD 7654 · SEC 8-22651
Fund details & source
- Fund ID
- 805-9884924934
- Reported beneficial owners
- 67
- Minimum commitment
- $10M
- Form D file number
- 021-496044
Form ADV 2066808 · Mar 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
BERKSHIRE FUND XI-TE, L.P.Private Equity Fund · Last reported Mar 27, 2026$1.44BGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- Yes
PRICEWATERHOUSECOOPERS LLC
PCAOB 238
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221
GOLDMAN SACHS & CO. LLC
CRD 361 · SEC 801-16048
RAYMOND JAMES & ASSOCIATES, INC.
CRD 705 · SEC 801-10418
UBS SECURITIES LLC
CRD 7654 · SEC 8-22651
Fund details & source
- Fund ID
- 805-2581472376
- Reported beneficial owners
- 64
- Minimum commitment
- $10M
- Form D file number
- 021-496039
Form ADV 2066808 · Mar 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 27, 2026. View historical filings
Reported services
Pooled investment vehicle management
Compensation
Percentage of assets
Principal office
200 CLARENDON STREET 35TH FLBOSTON, MA, 02116-5040, United States
CRD 160675
Filing source
Form ADV 2066808 · Mar 27, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.