BERKSHIRE PARTNERS LLC

200 Clarendon Street 35th Fl
Boston, Massachusetts 02116-5040
Tel: (617) 227-0050

About BERKSHIRE PARTNERS LLC

BERKSHIRE PARTNERS LLC, formally registered with the SEC as BERKSHIRE PARTNERS LLC. The firm was established in 03/30/2012. They have over 2 offices throughout the country.

BERKSHIRE PARTNERS LLC is a Boston, Massachusetts based Financial Planning firm with nearly $23,272,526,513 assets under management, offering retirement planning & investment advisory services to 32 clients. The firm is staffed with 166 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	160675
SEC#	801-73336
Assets Managed by Firm	$23,272,526,513
No. of Clients	32
No. of Advisors	166

Fee Structure

A percentage of AUM
Other (CARRIED INTEREST)

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	32	$23,272,526,513

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