BERKSHIRE PROPERTY ADVISORS, LLC

RIASEC RegisteredEst. 2012
Total AUM
$19.2B
Discretionary
$19.2B
100% of AUM
Avg account
$2.4B
Accounts
8
Employees
226
Advisory reps
5

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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 5
  • JEFFREY MORANDI

    Chief Compliance OfficerCRD 2864617

  • DAVID OLNEY

    Chief Executive OfficerCRD 6027546

  • MARY BLOOM

    General Counsel and Chief Risk OfficerCRD 6027547

Unlock 2 more executives

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth