DFX Intelligence
Data Factory
Reading the graph
Reading the graph
CRD 160675
BOSTON, MA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| BERKSHIRE FUND IX, L.P. | Private Equity Fund | $5.0B | Mar 29, 2024 | 227 | Mar 30, 2016 | reported | 021-251433 |
| BERKSHIRE FUND X, L.P. | Private Equity Fund | $3.7B | Mar 29, 2024 | 189 | Mar 30, 2021 | reported | 021-372623 |
| BERKSHIRE FUND X-A, L.P. | Private Equity Fund | $2.9B | Mar 29, 2024 | 188 | Mar 30, 2021 | reported | 021-37262301 |
| BERKSHIRE FUND VIII, L.P. | Private Equity Fund | $2.6B | Mar 29, 2024 | 277 | Feb 10, 2012 | reported | 021-1514470 |
| BERKSHIRE FUND IX-A, L.P. | Private Equity Fund | $2.0B | Mar 29, 2024 | 198 | Mar 30, 2016 | reported | 021-25143303 |
| BERKSHIRE FUND XI, L.P. | Private Equity Fund | $1.8B | Mar 29, 2024 | 45 | Mar 29, 2024 | reported | 021-496049 |
| BERKSHIRE FUND VIII-A, L.P. | Private Equity Fund | $1.0B | Mar 29, 2024 | 100 | Feb 10, 2012 | reported | 021-1514454 |
| PT2, L.P. | Private Equity Fund | $769M | Mar 29, 2024 | 69 | Mar 31, 2022 | reported | 021-424962 |
| BERKSHIRE FUND IX COINVESTMENT FUND, L.P. | Private Equity Fund | $744M | Mar 29, 2024 | 69 | Mar 30, 2018 | reported | 021-299767 |
| BERKSHIRE FUND VI, LIMITED PARTNERSHIP | Private Equity Fund | $564M | Mar 29, 2024 | 163 | Feb 10, 2012 | reported | 021-1223654 |
| BERKSHIRE FUND XI-F, L.P. | Private Equity Fund | $462M | Mar 29, 2024 | 14 | Mar 29, 2024 | reported | 021-496044 |
| PT2-A, L.P. | Private Equity Fund | $391M | Mar 29, 2024 | 69 | Mar 31, 2022 | reported | 021-424953 |
| PTEV, L.P. | Private Equity Fund | $379M | Mar 29, 2024 | 43 | Mar 31, 2022 | reported | 021-424956 |
| BERKSHIRE DIGITAL INFRASTRUCTURE FUND, L.P. | Private Equity Fund | $229M | Mar 29, 2024 | 11 | Mar 31, 2023 | reported | 021-467592 |
| BERKSHIRE FUND VII, L.P. | Private Equity Fund | $175M | Mar 29, 2024 | 257 | Feb 10, 2012 | reported | 021-1374109 |
| BERKSHIRE FUND XI-TE, L.P. | Private Equity Fund | $161M | Mar 29, 2024 | 17 | Mar 29, 2024 | reported | 021-496039 |
| BERKSHIRE FUND IX-A COINVESTMENT FUND, L.P. | Private Equity Fund | $92.0M | Mar 29, 2024 | 9 | Mar 30, 2018 | reported | 021-29976701 |
| PTEV-A, L.P. | Private Equity Fund | $91.2M | Mar 29, 2024 | 8 | Mar 31, 2022 | reported | 021-424959 |
| BERKSHIRE FUND XI-LUX, SCSP | Private Equity Fund | $79.1M | Mar 29, 2024 | 19 | Mar 29, 2024 | reported | 021-496033 |
| BERKSHIRE DI IC CO-INVEST, L.P. | Private Equity Fund | $59.2M | Mar 29, 2024 | 2 | Mar 29, 2024 | reported | 021-480051 |
| BERKSHIRE FUND V, LIMITED PARTNERSHIP | Private Equity Fund | $38.3M | Mar 30, 2017 | 111 | Feb 10, 2012 | dropped | n/a |
| BERKSHIRE FUND VII-A, L.P. | Private Equity Fund | $32.6M | Mar 29, 2024 | 51 | Feb 10, 2012 | reported | 021-1374108 |
| BERKSHIRE DIGITAL INFRASTRUCTURE FUND-A, L.P. | Private Equity Fund | $19.3M | Mar 29, 2024 | 4 | Mar 31, 2023 | reported | 021-467595 |
| BERKSHIRE FUND IV, LIMITED PARTNERSHIP | Private Equity Fund | $15.3M | Dec 15, 2015 | 69 | Feb 10, 2012 | dropped | n/a |
| BERKSHIRE DIGITAL INFRASTRUCTURE FUND-B, L.P. | Private Equity Fund | $12.4M | Mar 29, 2024 | 3 | Mar 29, 2024 | reported | 021-467608 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| Adams, Samantha, Allen | MANAGING DIRECTOR | Na | yes | 01/2016 | Mar 30, 2016 | Mar 29, 2024 |
| ASCIONE, MICHAEL, CARL | MANAGING DIRECTOR | Na | yes | 01/2007 | Feb 10, 2012 | Mar 29, 2024 |
| BERKSHIRE PARTNERS HOLDINGS LLC | GENERAL PARTNER | E | yes | 01/2014 | Feb 10, 2012 | Mar 29, 2024 |
| BORDEAU, DAVID, CHILDS | MANAGING DIRECTOR | Na | yes | 01/2015 | Mar 31, 2015 | Mar 29, 2024 |
| BPSP, L.P. | MANAGING MEMBER | E | yes | 01/2014 | Mar 28, 2014 | Mar 29, 2024 |
| BRING, KENNETH, SCOTT | MANAGING DIRECTOR AND CHIEF FINANCIAL OFFICER | Na | yes | 01/2013 | Feb 10, 2012 | Mar 29, 2024 |
| CALLAGHAN, KEVIN, THOMAS | MANAGING DIRECTOR | Na | yes | 01/1994 | Feb 10, 2012 | Mar 29, 2024 |
| CORVETTI, CANDICE, M | MANAGING DIRECTOR | Na | yes | 01/2023 | Mar 31, 2023 | Mar 29, 2024 |
| GOOCH, MATTHEW, BRIAN | MANAGING DIRECTOR, BUSINESS DEVELOPMENT | Na | yes | 01/2020 | Mar 27, 2020 | Mar 29, 2024 |
| Gottesman, Blake, Lanier | MANAGING DIRECTOR | Na | yes | 01/2018 | Mar 30, 2018 | Mar 29, 2024 |
| HADLEY, CHRISTOPHER, JOHN | MANAGING DIRECTOR | Na | yes | 01/2006 | Feb 10, 2012 | Mar 29, 2024 |
| HAMELSKY, LAWRENCE, SCOTT | MANAGING DIRECTOR | Na | yes | 01/2006 | Feb 10, 2012 | Mar 29, 2024 |
| HASAN, SAAD | MANAGING DIRECTOR | Na | yes | 01/2020 | Mar 27, 2020 | Mar 29, 2024 |
| HOFFMAN, ELIZABETH, LEE | MANAGING DIRECTOR | Na | yes | 01/2011 | Feb 10, 2012 | Mar 29, 2024 |
| HUPP, JUSTIN, G | MANAGING DIRECTOR | Na | yes | 01/2022 | Mar 31, 2022 | Mar 29, 2024 |
| JANCHAR, MATTHEW, AARON | MANAGING DIRECTOR | Na | yes | 01/2013 | Apr 1, 2013 | Mar 29, 2024 |
| JOHNSON, JOSHUA, B | MANAGING DIRECTOR | Na | yes | 01/2022 | Mar 31, 2022 | Mar 29, 2024 |
| JONES, ROSS, MARSHALL | MANAGING DIRECTOR | Na | yes | 01/2000 | Feb 10, 2012 | Mar 29, 2024 |
| LEVY, BENJAMIN, DAVID | MANAGING DIRECTOR | Na | yes | 01/2020 | Mar 27, 2020 | Mar 29, 2024 |
| LUTZKER, JOSHUA, ADAM | MANAGING DIRECTOR | Na | yes | 01/2010 | Feb 10, 2012 | Mar 29, 2024 |
| MEYER, JONATHAN, JOSEPH | MANAGING DIRECTOR | Na | yes | 01/2014 | Mar 28, 2014 | Mar 29, 2024 |
| MUSSLEWHITE, SHARLYN, CARTER | MANAGING DIRECTOR AND GENERAL COUNSEL | Na | yes | 01/2011 | Feb 10, 2012 | Mar 29, 2024 |
| NUGER, JONATHAN, D | MANAGING DIRECTOR | Na | yes | 01/2022 | Mar 31, 2022 | Mar 29, 2024 |
| OFOSU-AMAAH, NII AMAAH, KORANTENG | MANAGING DIRECTOR, BUSINESS DEVELOPMENT AND INVESTOR RELATIONS | Na | yes | 01/2022 | Mar 31, 2022 | Mar 29, 2024 |
| PAPPAS, GREG, JOSEPH | MANAGING DIRECTOR | Na | yes | 01/2013 | Apr 1, 2013 | Mar 29, 2024 |
| PAYNE, MARNI, FOX | MANAGING DIRECTOR | Na | yes | 01/2015 | Mar 31, 2015 | Mar 29, 2024 |
| Rainaud, Henri, Edward | MANAGING DIRECTOR | Na | yes | 01/2023 | Mar 31, 2023 | Mar 29, 2024 |
| SEETHARAM, ANIL, NMN | MANAGING DIRECTOR | Na | yes | 01/2014 | Mar 28, 2014 | Mar 29, 2024 |
| SHOEMAKER, RALEIGH, ALEXANDER | MANAGING DIRECTOR | Na | yes | 01/2015 | Mar 31, 2015 | Mar 29, 2024 |
| SMALL, ROBERT, JOSHUA | MANAGING DIRECTOR | Na | yes | 01/2000 | Feb 10, 2012 | Mar 29, 2024 |
| Spirn, Samuel, Whiston | MANAGING DIRECTOR | Na | yes | 01/2018 | Mar 30, 2018 | Mar 29, 2024 |
| THOMPSON, TERRY, H | MANAGING DIRECTOR AND CHIEF OPERATING OFFICER | Na | yes | 01/2022 | Mar 30, 2021 | Mar 29, 2024 |
| WALKER, ANDREW, CHRISTOPHER | MANAGING DIRECTOR | Na | yes | 01/2023 | Mar 31, 2023 | Mar 29, 2024 |
| WHELAN, EDWARD, JOSEPH | MANAGING DIRECTOR | Na | yes | 01/2012 | Feb 10, 2012 | Mar 29, 2024 |
| ACKERMAN, REUBEN, BENJAMIN | CHIEF COMPLIANCE OFFICER | Na | no | 02/2012 | Feb 10, 2012 | Mar 29, 2024 |
| Souza, Eric, R | CHIEF TECHNOLOGY OFFICER AND CISO | Na | no | 01/2019 | Mar 29, 2019 | Mar 29, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| STOCKBRIDGE PARTNERS LLC | n/a | Asset manager | $5.4B | N | yes | n/a |
| BERKSHIRE DI IC CO-INVEST GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| DI BERKSHIRE ASSOCIATES, L.P. | n/a | n/a | n/a | N | yes | n/a |
| EIGHTH BERKSHIRE ASSOCIATES (OS), L.P. | n/a | n/a | n/a | N | yes | n/a |
| EIGHTH BERKSHIRE ASSOCIATES GP (OS), LTD. | n/a | n/a | n/a | N | yes | n/a |
| EIGHTH BERKSHIRE ASSOCIATES LLC | n/a | n/a | n/a | N | yes | n/a |
| ELEVENTH BERKSHIRE ASSOCIATES LUX S.A R.L. | n/a | n/a | n/a | N | yes | n/a |
| ELEVENTH BERKSHIRE ASSOCIATES, L.P. | n/a | n/a | n/a | N | yes | n/a |
| NINTH BERKSHIRE ASSOCIATES (OS) LLC | n/a | n/a | n/a | N | yes | n/a |
| NINTH BERKSHIRE ASSOCIATES LLC | n/a | n/a | n/a | N | yes | n/a |
| PT2 ASSOCIATES LLC | n/a | n/a | n/a | N | yes | n/a |
| PTEV ASSOCIATES LLC | n/a | n/a | n/a | N | yes | n/a |
| SEVENTH BERKSHIRE ASSOCIATES (OS), L.P. | n/a | n/a | n/a | N | yes | n/a |
| SEVENTH BERKSHIRE ASSOCIATES GP (OS), LTD. | n/a | n/a | n/a | N | yes | n/a |
| SEVENTH BERKSHIRE ASSOCIATES LLC | n/a | n/a | n/a | N | yes | n/a |
| SIXTH BERKSHIRE ASSOCIATES LLC | n/a | n/a | n/a | N | yes | n/a |
| STOCKBRIDGE ASSOCIATES LLC | n/a | n/a | n/a | N | yes | n/a |
| TENTH BERKSHIRE ASSOCIATES CO-INVESTOR (OS) LLC | n/a | n/a | n/a | N | yes | n/a |
| TENTH BERKSHIRE ASSOCIATES CO-INVESTOR LLC | n/a | n/a | n/a | N | yes | n/a |
| TENTH BERKSHIRE ASSOCIATES GP (OS) LLC | n/a | n/a | n/a | N | yes | n/a |
| TENTH BERKSHIRE ASSOCIATES LLC | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| NEW YORK | NY | United States | 6 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 27, 2026 | $29B | $29B | 152 | 93 | 2 | 26 | n/a |
| 2024 | Apr 2, 2025 | $27B | $27B | 147 | 93 | 1 | 23 | n/a |
| 2023 | Mar 29, 2024 | $23B | $23B | 166 | 96 | 1 | 23 | $23B |
| 2022 | Mar 31, 2023 | $16B | $16B | 164 | 87 | 0 | 17 | $16B |
| 2021 | Mar 31, 2022 | $24B | $24B | 146 | 76 | 0 | 15 | $24B |
| 2020 | Mar 30, 2021 | $14B | $14B | 131 | 70 | 0 | 11 | $17B |
| 2019 | Mar 27, 2020 | $11B | $11B | 130 | 69 | 0 | 9 | $11B |
| 2018 | Mar 29, 2019 | $10B | $10B | 117 | 64 | 0 | 9 | $10B |
| 2017 | Mar 30, 2018 | $13B | $13B | 103 | 60 | 0 | 9 | $13B |
| 2016 | Mar 30, 2017 | $13B | $13B | 102 | 60 | n/a | 8 | $13B |
| 2015 | Mar 30, 2016 | $10B | $10B | 95 | 57 | n/a | 8 | $10B |
| 2014 | Mar 31, 2015 | $6.8B | $6.8B | 89 | 52 | n/a | 7 | $6.8B |
| 2013 | Mar 28, 2014 | $8.5B | $8.5B | 82 | 49 | n/a | 7 | $5.2B |
| 2012 | Apr 1, 2013 | $8.1B | $8.1B | 77 | 47 | n/a | 7 | $4.0B |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $29B | $27B | 8.2% | $16B | 22.1% | 152 | 147 | 2 | 1 |