Berkshire Partners is based out of Boston. Berkshire Partners is a large advisory firm with 34 clients and discretionary assets under management (AUM) of $26,798,147,905 (Form ADV from 2025-06-04). Their last reported 13F filing for Q3 2025 included $6,744,314 in managed 13F securities
and a top 10 holdings concentration of 100.0%. Berkshire Partners's largest holding is Portillos Inc with shares held of 1,045,630. Whalewisdom has at least 60 13F filings, and 19 Form 4 filings
Investment Strategy
The Berkshire PE investment strategy generally seeks to invest in businesses with attractive growth prospects and resilience. They deploy value creation resources across six areas to improve portfolio company growth and stability. They utilize sector expertise and reputation to develop targeted investment opportunities, partner with high-quality management teams, and forge portfolio companies into scaled market leaders. The goal is to build a concentrated portfolio of 20-25 investments per fund that delivers attractive net results.
The Adviser pursues control and minority investments through management recapitalizations, leveraged buyouts, and growth capital investments. They assist in organizing buyouts and recapitalizations where management retains significant ownership. They also provide equity to companies needing late-stage growth capital for organic growth or acquisitions. Additionally, they invest in publicly traded securities where their skills enable them to identify return opportunities.
Known Email Addresses
(Subscription Required)
Other Contact Information
(Subscription Required)