Berkshire Partners Llc
SEC-registered
Private Fund Manager · Large ($10B–$100B)
CRD 160675
· SEC file 801-73336
· Boston, MA
· www.linkedin.com
☆ Save with Pro
ADV data as of Mar 27, 2026
- Regulatory AUM
- $29.0B
- Discretionary
- $29.0B
- Clients
- 37
- Avg AUM / client
- $784M
- Accounts
- 37
- Employees
- 152
AUM over time
$6.8B
$29.0B
Dec 2011
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Investments (13F portfolio — 1 positions, $5,531,383)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Portillos Inc | COM CL A | $5,531,383 | 1,045,630 | 100.0% | 0.02% |
Top 25 of 1 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 37 | $29.0B | 100.0% |
Private funds (23)
View all →Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $23.3B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Berkshire Fund Ix, L.P. master | Private Equity Fund | Delaware | $5.0B | 227 |
| Berkshire Fund X, L.P. master | Private Equity Fund | Delaware | $3.7B | 189 |
| Berkshire Fund X A, L.P. master | Private Equity Fund | Delaware | $2.9B | 188 |
| Berkshire Fund Viii, L.P. master | Private Equity Fund | Delaware | $2.6B | 277 |
| Berkshire Fund Ix A, L.P. master | Private Equity Fund | Delaware | $2.0B | 198 |
| Berkshire Fund Xi, L.P. | Private Equity Fund | Delaware | $1.8B | 45 |
| Berkshire Fund Viii A, L.P. master | Private Equity Fund | Delaware | $1.0B | 100 |
| Pt2, L.P. master | Private Equity Fund | Delaware | $769M | 69 |
| Berkshire Fund Ix Coinvestment Fund, L.P. | Private Equity Fund | Delaware | $744M | 69 |
| Berkshire Fund Vi, Limited Partnership | Private Equity Fund | Massachusetts | $564M | 163 |
| Berkshire Fund Xi F, L.P. | Private Equity Fund | Delaware | $462M | 14 |
| Pt2 A, L.P. | Private Equity Fund | Delaware | $391M | 69 |
| Ptev, L.P. | Private Equity Fund | Delaware | $379M | 43 |
| Berkshire Digital Infrastructure Fund, L.P. | Private Equity Fund | Cayman Islands | $229M | 11 |
| Berkshire Fund Vii, L.P. master | Private Equity Fund | Delaware | $175M | 257 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Factory Mutual Insurance Company Pension Plan Factory Mutual Insurance Company | 2024 |
People (34)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Callaghan, Kevin, Thomas | Managing Director | Jan 1994 (33y) | Less than 5% | |
| Jones, Ross, Marshall | Managing Director | Jan 2000 (27y) | Less than 5% | |
| Small, Robert, Joshua | Managing Director | Jan 2000 (27y) | Less than 5% | |
| Hadley, Christopher, John | Managing Director | Jan 2006 (21y) | Less than 5% | |
| Hamelsky, Lawrence, Scott | Managing Director | Jan 2006 (21y) | Less than 5% | |
| Ascione, Michael, Carl | Managing Director | Jan 2007 (20y) | Less than 5% | |
| Lutzker, Joshua, Adam | Managing Director | Jan 2010 (17y) | Less than 5% | |
| Hoffman, Elizabeth, Lee | Managing Director | Jan 2011 (16y) | Less than 5% | |
| Musslewhite, Sharlyn, Carter | Managing Director And General Counsel | Jan 2011 (16y) | Less than 5% | |
| Whelan, Edward, Joseph | Managing Director | Jan 2012 (15y) | Less than 5% | |
| Ackerman, Reuben, Benjamin | Chief Compliance Officer | Feb 2012 (15y) | Less than 5% | |
| Bring, Kenneth, Scott | Managing Director And Chief Financial Officer | Jan 2013 (14y) | Less than 5% | |
| Janchar, Matthew, Aaron | Managing Director | Jan 2013 (14y) | Less than 5% | |
| Pappas, Greg, Joseph | Managing Director | Jan 2013 (14y) | Less than 5% | |
| Meyer, Jonathan, Joseph | Managing Director | Jan 2014 (13y) | Less than 5% | |
| Seetharam, Anil, Nmn | Managing Director | Jan 2014 (13y) | Less than 5% | |
| Bordeau, David, Childs | Managing Director | Jan 2015 (12y) | Less than 5% | |
| Payne, Marni, Fox | Managing Director | Jan 2015 (12y) | Less than 5% | |
| Shoemaker, Raleigh, Alexander | Managing Director | Jan 2015 (12y) | Less than 5% | |
| Adams, Samantha, Allen | Managing Director | Jan 2016 (11y) | Less than 5% | |
| Gottesman, Blake, Lanier | Managing Director | Jan 2018 (9y) | Less than 5% | |
| Spirn, Samuel, Whiston | Managing Director | Jan 2018 (9y) | Less than 5% | |
| Souza, Eric, R | Chief Technology Officer And Ciso | Jan 2019 (8y) | Less than 5% | |
| Gooch, Matthew, Brian | Managing Director, Business Development | Jan 2020 (7y) | Less than 5% | |
| Hasan, Saad | Managing Director | Jan 2020 (7y) | Less than 5% | |
| Levy, Benjamin, David | Managing Director | Jan 2020 (7y) | Less than 5% | |
| Hupp, Justin, G | Managing Director | Jan 2022 (5y) | Less than 5% | |
| Johnson, Joshua, B | Managing Director | Jan 2022 (5y) | Less than 5% | |
| Nuger, Jonathan, D | Managing Director | Jan 2022 (5y) | Less than 5% | |
| Ofosu Amaah, Nii Amaah, Koranteng | Managing Director, Business Development And Investor Relations | Jan 2022 (5y) | Less than 5% | |
| Thompson, Terry, H | Managing Director And Chief Operating Officer | Jan 2022 (5y) | Less than 5% | |
| Corvetti, Candice, M | Managing Director | Jan 2023 (4y) | Less than 5% | |
| Rainaud, Henri, Edward | Managing Director | Jan 2023 (4y) | Less than 5% | |
| Walker, Andrew, Christopher | Managing Director | Jan 2023 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Bpsp, L.P. | Managing Member | Jan 2014 | A | 75% or more |
| Berkshire Partners Holdings Llc | General Partner | Jan 2014 | B | ≈ 56.25% – 100% via Bpsp, L.P. |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Berkshire Partners Holdings Llc: 75% – 100% of Bpsp, L.P. × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (23, $23.3B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Berkshire Fund Ix, L.P. | Private Equity Fund | $5.0B | $10.0M | 227 |
| Berkshire Fund X, L.P. | Private Equity Fund | $3.7B | $10.0M | 189 |
| Berkshire Fund X A, L.P. | Private Equity Fund | $2.9B | $10.0M | 188 |
| Berkshire Fund Viii, L.P. | Private Equity Fund | $2.6B | $10.0M | 277 |
| Berkshire Fund Ix A, L.P. | Private Equity Fund | $2.0B | $10.0M | 198 |
| Berkshire Fund Xi, L.P. | Private Equity Fund | $1.8B | $10.0M | 45 |
| Berkshire Fund Viii A, L.P. | Private Equity Fund | $1.0B | $10.0M | 100 |
| Pt2, L.P. | Private Equity Fund | $769M | $10.0M | 69 |
| Berkshire Fund Ix Coinvestment Fund, L.P. | Private Equity Fund | $744M | $10.0M | 69 |
| Berkshire Fund Vi, Limited Partnership | Private Equity Fund | $564M | $10.0M | 163 |
| Berkshire Fund Xi F, L.P. | Private Equity Fund | $462M | $10.0M | 14 |
| Pt2 A, L.P. | Private Equity Fund | $391M | $10.0M | 69 |
| Ptev, L.P. | Private Equity Fund | $379M | $10.0M | 43 |
| Berkshire Digital Infrastructure Fund, L.P. | Private Equity Fund | $229M | $10.0M | 11 |
| Berkshire Fund Vii, L.P. | Private Equity Fund | $175M | $10.0M | 257 |
| Berkshire Fund Xi Te, L.P. | Private Equity Fund | $161M | $10.0M | 17 |
| Berkshire Fund Ix A Coinvestment Fund, L.P. | Private Equity Fund | $92.0M | $10.0M | 9 |
| Ptev A, L.P. | Private Equity Fund | $91.2M | $10.0M | 8 |
| Berkshire Fund Xi Lux, Scsp | Private Equity Fund | $79.1M | $10.0M | 19 |
| Berkshire Di Ic Co Invest, L.P. | Private Equity Fund | $59.2M | $10.0M | 2 |
| Berkshire Fund Vii A, L.P. | Private Equity Fund | $32.6M | $10.0M | 51 |
| Berkshire Digital Infrastructure Fund A, L.P. | Private Equity Fund | $19.3M | $10.0M | 4 |
| Berkshire Digital Infrastructure Fund B, L.P. | Private Equity Fund | $12.4M | $10.0M | 3 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Factory Mutual Insurance Company Pension Plan | Factory Mutual Insurance Company | 3,786 | $3.0B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 7.48 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Other fees
- • CARRIED INTEREST
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗