Berkshire Property Advisors, LLC
Boston, MA·SEC-registered · CRD #161374
Berkshire Property Advisors, LLC is an SEC-registered investment advisory firm in Boston, MA managing $19B across 8 client accounts, with 75 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$19B
Client accounts
8
Advisory staff
75
Fee model
Fee-only
How Berkshire Property Advisors, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
BEFORE YOU CALL BERKSHIRE PROPERTY ADVISORS, LLC
See how Berkshire compares to your best-matched advisor
Answer a few questions and we'll match you with vetted fiduciary advisors screened for your goals, assets, and fees — then you can compare them side by side with Berkshire Property Advisors, LLC. Free, about 2 minutes, no obligation.
Client reviews
No reviews yet
Worked with Berkshire Property Advisors, LLC? Be the first to share your experience — every review is verified by a human before publishing.
Reviews are written by site users and human-moderated for authenticity; they are never provided or paid for by the firm. Star ratings reflect only published user reviews on AdvisoryReviews.
Common questions about Berkshire Property Advisors, LLC
How much does Berkshire Property Advisors, LLC manage?
Per its most recent SEC Form ADV filing (03/30/2026), Berkshire Property Advisors, LLC reports $19B in regulatory assets under management across roughly 8 client accounts.
How does Berkshire Property Advisors, LLC charge?
Berkshire Property Advisors, 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 Property Advisors, LLC a fiduciary?
Yes. Berkshire Property Advisors, LLC is registered with the U.S. Securities and Exchange Commission (CRD #161374), 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 Property Advisors, 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 Property Advisors, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Boston, MA
Profile compiled from Berkshire Property Advisors, LLC's public SEC Form ADV filing (CRD #161374, filed 03/30/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Berkshire Property Advisors, 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 Property Advisors, LLC? Claim this profile.