Berkshire Partners LLC
Boston, MA·SEC-registered · CRD #160675
Berkshire Partners LLC is an SEC-registered investment advisory firm in Boston, MA managing $29B across 37 client accounts, with 93 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$29B
Client accounts
37
Advisory staff
93
Fee model
Fee-only
How Berkshire Partners LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Berkshire Partners LLC
How much does Berkshire Partners LLC manage?
Per its most recent SEC Form ADV filing (03/27/2026), Berkshire Partners LLC reports $29B in regulatory assets under management across roughly 37 client accounts.
How does Berkshire Partners LLC charge?
Berkshire Partners LLC is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Berkshire Partners LLC a fiduciary?
Yes. Berkshire Partners LLC is registered with the U.S. Securities and Exchange Commission (CRD #160675), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Berkshire Partners LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Berkshire Partners LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Berkshire Partners LLC's public SEC Form ADV filing (CRD #160675, filed 03/27/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Berkshire Partners LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Berkshire Partners LLC? Claim this profile.