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 organized as a private equity firm that serves institutional clients. Registered with the SEC in 2012, it operates as an LLC and combines roles as an adviser to pooled investment vehicles while also acting as sponsor, general partner and managing member of its funds. The firm lists commodity pool operator/commodity trading advisor (CPO/CTA) activity among its business lines and reports integrating ESG factors into its investing process. Ownership is identified as a mix of domestic entities and individuals. Fee arrangements include percentage-of-assets-under-management structures alongside additional fee components.
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 29ROSS 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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