Investment adviser · CRD 161374

BERKSHIRE PROPERTY ADVISORS, LLC

Investment adviser filing (IA)

BOSTON, MA, United States · Form ADV filed Mar 30, 2026

Regulatory AUM
$19.2B
Form ADV · Item 5.F
Client accounts
8
Accounts, not individual clients
Employees
226
Reported in this filing
Advisory professionals
75
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles8$19,239,509,462100.0%
Filing source

Form ADV 2055627 · Mar 30, 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

26 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

BERKSHIRE MULTIFAMILY CREDIT FUND IV INVESTOR, L.P.Real Estate Fund · Last reported Mar 30, 2026$1.95BGross asset value

Feeder funds

Auditor PRICEWATERHOUSECOOPERS, LLP BOSTON, Massachusetts, United States
Custodian KEYBANK NATIONAL ASSOCIATION CLEVELAND, Ohio, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

PRICEWATERHOUSECOOPERS, LLP
PCAOB 238

Fund details & source
Fund ID
805-9315843013
Reported beneficial owners
84
Minimum commitment
$25K
Form D file number
021-515313
Form D file number
021-51531301

Form ADV 2055627 · Mar 30, 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 MULTIFAMILY DEBT FUND II, L.P.Real Estate Fund · Last reported Mar 30, 2026$92.5MGross asset value

Form D fundraising filings

Berkshire Multifamily Debt Fund II, L.P.

Auditor PRICEWATERHOUSECOOPERS, LLP BOSTON, Massachusetts, United States
Custodian KEYBANK NATIONAL ASSOCIATION CLEVELAND, Ohio, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

PRICEWATERHOUSECOOPERS, LLP
PCAOB 238

Fund details & source
Fund ID
805-4744900001
Reported beneficial owners
66
Minimum commitment
$25K
Form D file number
021-296675

Form ADV 2055627 · Mar 30, 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.

BT MULTIFAMILY PARTNERS, LPReal Estate Fund · Last reported Mar 30, 2026$24.6MGross asset value
Auditor PRICEWATERHOUSECOOPERS, LLP BOSTON, Massachusetts, United States
Custodian KEYBANK CLEVELAND, Ohio, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

PRICEWATERHOUSECOOPERS, LLP
PCAOB 238

Fund details & source
Fund ID
805-2659243231
Reported beneficial owners
1
Minimum commitment
$0

Form ADV 2055627 · Mar 30, 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 MULTIFAMILY DEBT FUND III INVESTOR, L.P.Real Estate Fund · Last reported Mar 30, 2026$0Gross asset value

Feeder funds

Auditor PRICEWATERHOUSECOOPERS, LLP BOSTON, Massachusetts, United States
Custodian KEYBANK NATIONAL ASSOCIATION CLEVELAND, Ohio, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

PRICEWATERHOUSECOOPERS, LLP
PCAOB 238

Fund details & source
Fund ID
805-4755519015
Reported beneficial owners
85
Minimum commitment
$25K
Form D file number
021-381475
Form D file number
021-381479

Form ADV 2055627 · Mar 30, 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 MULTIFAMILY EQUITY FUND, L.P.Real Estate Fund · Last reported Dec 21, 2021$1.75BGross asset value

Form D fundraising filings

Berkshire Multifamily Equity Fund, L.P.

Auditor PRICEWATERHOUSECOOPERS, LLP BOSTON, Massachusetts, United States
Custodian BANK OF AMERICA CHARLOTTE, North Carolina, United States Related to adviser: No
Custodian KEYBANK NATIONAL ASSOCIATION CLEVELAND, Ohio, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

PRICEWATERHOUSECOOPERS, LLP
PCAOB 238

Fund details & source
Fund ID
805-3144953813
Reported beneficial owners
131
Minimum commitment
$0
Form D file number
021-166147

Form ADV 1584538 · Dec 21, 2021 · 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 BRIDGE LOAN INVESTORS I, L.P.Real Estate Fund · Last reported Mar 30, 2020$1.31BGross asset value

Form D fundraising filings

Berkshire Bridge Loan Investors I, L.P.

Auditor PRICEWATERHOUSECOOPERS, LLC BOSTON, Massachusetts, United States
Custodian COLUMN FINANCIAL, INC. NEW YORK, New York, United States Related to adviser: No
Custodian JPMORGAN CHASE BANK, NATIONAL ASSOCIATION NEW YORK, New York, United States Related to adviser: No
Custodian KEYBANK NATIONAL ASSOCIATION CLEVELAND, Ohio, United States Related to adviser: No
Custodian WELLS FARGO BANK, NATIONAL ASSOCIATION OAKLAND, California, United States Related to adviser: No
Marketer BARO INVESTMENT & SECURITIES CO. LTD SEOUL, Korea, South Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
Yes

PRICEWATERHOUSECOOPERS, LLC
PCAOB 238

Fund details & source
Fund ID
805-7031310095
Reported beneficial owners
20
Minimum commitment
$25K
Form D file number
021-317268

Form ADV 1398174 · Mar 30, 2020 · 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.

PBONE-OP, L.L.C.Real Estate Fund · Last reported Dec 21, 2021$1.14BGross asset value

Feeder funds

  • PBONE AMERICA RESIDENTIAL INVESTORS, L.P.
Auditor PRICEWATERHOUSECOOPERS, LLP BOSTON, Massachusetts, United States
Custodian BANK OF AMERICA CHARLOTTE, North Carolina, United States Related to adviser: No
Custodian KEYBANK NATIONAL ASSOCIATION CLEVELAND, Ohio, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

PRICEWATERHOUSECOOPERS, LLP
PCAOB 238

Fund details & source
Fund ID
805-9526760936
Reported beneficial owners
3
Minimum commitment
$0

Form ADV 1584538 · Dec 21, 2021 · 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 30, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

ONE BEACON STREET, 24TH FLOOR
BOSTON, MA, 02108-3116, United States

CRD 161374

Filing source

Form ADV 2055627 · Mar 30, 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.