BERKSHIRE PARTNERS LLC

{{ Info.Overview }}
Revenue: {{ Info.Revenue | formatUSD }} Headquarters: {{ Info.Headquarters }}
{{ Info.Homepage }}

Adviser Profile

As of Date:

03/31/2023

Adviser Type:

- Large advisory firm

Number of Employees:

164

of those in investment advisory functions:

87

Registration:

SEC, Approved, 3/30/2012

AUM:

15,952,246,225

of that, discretionary:

15,952,246,225

SMA’s:

NO

Private Funds:

15

Websites (details):
Contact info

Phone: (617) 227-0050

Fax: (617) 227-6105

Client Types:

- Pooled investment vehicles

Advisory Activities:

- Portfolio management for pooled investment vehicles

Compensation Arrangments:

- A percentage of assets under your management

Reported AUM

Discretionary
Non-discretionary
14B 12B 10B 8B 6B 4B 2B
2018 2019 2020 2021

Recent News

Top 5 1st Quarter Trades of Berkshire Partners LLC
05/16/2022

Related Stocks: PTLO, WMS, TDG, EYE, MFRM,

gurufocus.com

Exclusive: Mielle Organics Sets Sights On Community Development & Global Expansion With Groundbreaking New Investment Deal
04/08/2021

Berkshire Partners, a Boston based investment firm, announced today, an investment into the Mielle Organics brand.

essence.com

Green Thumb Industries Inc. (GTBIF) Expands Independent Governance with Appointment of Swati Mylavarapu to Board of Directors
04/07/2021

Green Thumb Industries Expands Independent Governance with Appointment of Swati Mylavarapu to Board of Directors Green Thumb Industries Inc. (Green Thumb) (CSE: GTII) (OTCQX: GTBIF), a leading national cannabis consumer packaged goods company and owner of Rise Dispensaries,

Market Watch

Alpine Investors Signs Definitive Agreement to Sell Comlinkdata to Berkshire Partners
04/06/2021

Alpine is currently investing out of its $1 billion seventh fund. For more information ... or LinkedIn. Berkshire Partners, a Boston-based firm, has 35 years of investment history.

oaoa.com

Alpine Investors Signs Definitive Agreement to Sell Comlinkdata to Berkshire Partners
04/06/2021

Alpine Investors ("Alpine"), a middle-market private equity firm, today announced that it has agreed to sell Comlinkdata (the "Company") to Berkshire Partners, a Boston-based investment firm. Comlinkdata is a leading provider of cloud-based data and ...

Yahoo Finance

IMF favors global minimum corporate tax - chief economist
04/06/2021

WASHINGTON (Reuters) - The International Monetary Fund has long favored adoption of a global minimum tax on corporate profits, the Fund's chief economist, Gita Gopinath, told reporters on Tuesday. Gopinath said current disparities in national corporate tax ...

Yahoo Finance


Private Funds Structure

Fund Type Count GAV
Private Equity Fund 17 $15,952,246,225

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund
10TALENTS INVESTORS, LLC - - 147.5m - - - -
10TH LANE PARTNERS, LP - - 2.5b - - - -
1214 CAPITAL, LLC - - 10.3m - - - -
17 CAPITAL LLP - - 2.3b - - - -
1801 ADMIN, LLC - - 362.5m - - - -
1901 PARTNERS MANAGEMENT, LP - - 251.6m - - - -
210 CAPITAL, LLC - - 36.1m - - - -
215 MANAGEMENT LLC - - 34m - - - -
22C CAPITAL LLC - - 1.2b - - - -
25 CAPITAL PARTNERS, LLC - - 156m - - - -

Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
893641100 TRANSDIGM GROUP INC $257,078,539 48.00% 47855.00% -60.00%
00790R104 ADVANCED DRAIN SYS INC DEL $149,733,287 28.00% 65808.00% 0.00%
73642K106 PORTILLOS INC $133,248,753 25.00% 65953.00% -20.00%

Brochure Summary

Overview

For purposes of this Brochure, the “Adviser” means Berkshire Partners LLC, a Massachusetts limited liability company, together (where the context permits) with its affiliates that provide advisory services to and/or receive advisory fees from the Funds (as defined below). Such affiliates may or may not be under common control with Berkshire Partners LLC but possess a substantial similarity of personnel and/or equity owners with Berkshire Partners LLC. These affiliates are generally formed for tax, regulatory or other purposes in connection with the organization of the Funds or may serve as general partners of the Funds. The Adviser is wholly owned by BPSP, L.P., which is in turn wholly owned by Berkshire Partners Holdings LLC. Stockbridge Partners LLC (together with its affiliates, including general partner entities, that provide advisory services to and/or receive fees from pooled investment vehicles and other clients advised by Stockbridge Partners LLC, “Stockbridge”), which is also wholly owned by BPSP, L.P., is an investment adviser and affiliate of Berkshire Partners LLC and has prepared a separate brochure and Form ADV. For the avoidance of doubt, the term “Adviser” as used herein does not include Stockbridge, and the term “Stockbridge” does not include the Adviser. The Adviser provides investment advisory services to investment vehicles (the “Funds”), including certain Coinvestment Vehicles (as defined herein), that are exempt from registration under the Investment Company Act of 1940, as amended (the “1940 Act”), the interests of which are not registered under the Securities Act of 1933, as amended (the “Securities Act”). The Funds make primarily long-term private equity and equity-related investments. In accordance with the Funds’
respective investment objectives, the Funds’ investments historically have been focused in industries where the Adviser has developed particular expertise, including consumer, business services and technology, communications, industrials and healthcare. The Adviser’s advisory services consist of investigating, identifying and evaluating investment opportunities, structuring, negotiating and making investments on behalf of the Funds, managing and monitoring the performance of such investments and disposing of such investments. The Adviser provides investment advisory services to each Fund in accordance with separate investment advisory, investment management or portfolio management agreements, as applicable (each, an “Advisory Agreement”), the applicable governing agreement of a Fund (such as a limited partnership agreement or analogous organizational document (each, an “Organizational Document”)) and/or side letters with limited partners of the Funds (“Side Letters,” and together with the Advisory Agreements and the Organizational Documents, the “Governing Documents”). Investment advice is provided directly to the Funds (subject to the discretion and control of the applicable general partner, if applicable) and not individually to the investors in the Funds. Services are provided to the Funds in accordance with the applicable Governing Documents of each Fund. Investment restrictions for the Funds, if any, are generally established in the Governing Documents of each applicable Fund. The Adviser has been in business since 1986. As of December 31, 2019, the Adviser managed a total of $10,673,586,544 of client assets, all of which is managed on a discretionary basis. 2 | P a g e The Adviser does not participate in wrap fee programs.