DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
SEC-registered adviser
B•••••••• P••••••• L••
Latest filing Mar 27, 2026
First filing on the tape Feb 10, 2012 · 24 filings
SEC status approved since Mar 30, 2012
RAUM
$29B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
152
93 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
26
reported on Schedule D
History
24 filings and snapshots on the tape
RAUM$29B as of Mar 27, 2026
Apr 1, 2013$8.1B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 27, 2026
Apr 1, 20130 then
Employees (5.A)152 as of Mar 27, 2026
Apr 1, 201377 then
Private funds26 as of Mar 27, 2026
Apr 1, 20137 then
RAUM +8.2% over the last fiscal year+22% a year over threeIARs 0 to 0offices 1 to 2
Practice profile
derived from the filing of Mar 27, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $784MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +8.2%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- yesreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$29B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 37reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 clientsreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
26 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| B•••••••• F••• I•• L••• | Private Equity Fund | $5.0B | 227 | Mar 30, 2016 |
| B•••••••• F••• X• L••• | Private Equity Fund | $3.7B | 189 | Mar 30, 2021 |
| B•••••••• F••• X••• L••• | Private Equity Fund | $2.9B | 188 | Mar 30, 2021 |
| B•••••••• F••• V•••• L••• | Private Equity Fund | $2.6B | 277 | Feb 10, 2012 |
| B•••••••• F••• I•••• L••• | Private Equity Fund | $2.0B | 198 | Mar 30, 2016 |
| B•••••••• F••• X•• L••• | Private Equity Fund | $1.8B | 45 | Mar 29, 2024 |
| B•••••••• F••• V•••••• L••• | Private Equity Fund | $1.0B | 100 | Feb 10, 2012 |
| P••• L••• | Private Equity Fund | $769M | 69 | Mar 31, 2022 |
| B•••••••• F••• I• C••••••••• F•••• L••• | Private Equity Fund | $744M | 69 | Mar 30, 2018 |
| B•••••••• F••• V•• L•••••• P••••••••• | Private Equity Fund | $564M | 163 | Feb 10, 2012 |
| B•••••••• F••• X•••• L••• | Private Equity Fund | $462M | 14 | Mar 29, 2024 |
| P••••• L••• | Private Equity Fund | $391M | 69 | Mar 31, 2022 |
| P•••• L••• | Private Equity Fund | $379M | 43 | Mar 31, 2022 |
| B•••••••• D•••••• I••••••••• F•••• L••• | Private Equity Fund | $229M | 11 | Mar 31, 2023 |
| B•••••••• F••• V••• L••• | Private Equity Fund | $175M | 257 | Feb 10, 2012 |
| B•••••••• F••• X••••• L••• | Private Equity Fund | $161M | 17 | Mar 29, 2024 |
| B•••••••• F••• I••• C••••••••• F•••• L••• | Private Equity Fund | $92.0M | 9 | Mar 30, 2018 |
| P•••••• L••• | Private Equity Fund | $91.2M | 8 | Mar 31, 2022 |
| B•••••••• F••• X•••••• S••• | Private Equity Fund | $79.1M | 19 | Mar 29, 2024 |
| B•••••••• D• I• C••••••••• L••• | Private Equity Fund | $59.2M | 2 | Mar 29, 2024 |
| B•••••••• F••• V• L•••••• P•••••••••no longer reported | Private Equity Fund | $38.3M | 111 | Feb 10, 2012 |
| B•••••••• F••• V••••• L••• | Private Equity Fund | $32.6M | 51 | Feb 10, 2012 |
| B•••••••• D•••••• I••••••••• F•••••• L••• | Private Equity Fund | $19.3M | 4 | Mar 31, 2023 |
| B•••••••• F••• I•• L•••••• P•••••••••no longer reported | Private Equity Fund | $15.3M | 69 | Feb 10, 2012 |
| B•••••••• D•••••• I••••••••• F•••••• L••• | Private Equity Fund | $12.4M | 3 | Mar 29, 2024 |
| B•••••••• F••• V• C••••••••• F•••• L•••••• P•••••••••no longer reported | Private Equity Fund | $6.7M | 32 | Feb 10, 2012 |
Owners and control persons
Schedule A and B, latest filing
- A••••• S•••••••• A•••• · Managing Directorcontrolsince 01/2016 · owns less than 5%
- A••••••• M••••••• C••• · Managing Directorcontrolsince 01/2007 · owns less than 5%
- B••••••• D••••• C••••• · Managing Directorcontrolsince 01/2015 · owns less than 5%
- B••••• K••••••• S•••• · Managing Director And Chief Financial Officercontrolsince 01/2013 · owns less than 5%
- C••••••••• K••••• T••••• · Managing Directorcontrolsince 01/1994 · owns less than 5%
- C•••••••• C••••••• M• · Managing Directorcontrolsince 01/2023 · owns less than 5%
- G••••• M••••••• B•••• · Managing Director, Business Developmentcontrolsince 01/2020 · owns less than 5%
- G••••••••• B••••• L••••• · Managing Directorcontrolsince 01/2018 · owns less than 5%
- H•••••• C••••••••• J••• · Managing Directorcontrolsince 01/2006 · owns less than 5%
- H•••••••• L•••••••• S•••• · Managing Directorcontrolsince 01/2006 · owns less than 5%
- H••••• S••• · Managing Directorcontrolsince 01/2020 · owns less than 5%
- H••••••• E••••••••• L•• · Managing Directorcontrolsince 01/2011 · owns less than 5%
- H•••• J•••••• G• · Managing Directorcontrolsince 01/2022 · owns less than 5%
- J••••••• M••••••• A•••• · Managing Directorcontrolsince 01/2013 · owns less than 5%
- J••••••• J•••••• B• · Managing Directorcontrolsince 01/2022 · owns less than 5%
- J••••• R•••• M••••••• · Managing Directorcontrolsince 01/2000 · owns less than 5%
- L•••• B•••••••• D•••• · Managing Directorcontrolsince 01/2020 · owns less than 5%
- L••••••• J•••••• A••• · Managing Directorcontrolsince 01/2010 · owns less than 5%
- M••••• J•••••••• J••••• · Managing Directorcontrolsince 01/2014 · owns less than 5%
- M••••••••• S••••••• C••••• · Managing Director And General Counselcontrolsince 01/2011 · owns less than 5%
- N••••• J•••••••• D• · Managing Directorcontrolsince 01/2022 · owns less than 5%
- O••••••••• N•• A••••• K•••••••• · Managing Director, Business Development And Investor Relationscontrolsince 01/2022 · owns less than 5%
- P•••••• G•••• J••••• · Managing Directorcontrolsince 01/2013 · owns less than 5%
- P••••• M••••• F•• · Managing Directorcontrolsince 01/2015 · owns less than 5%
- R••••••• H••••• E••••• · Managing Directorcontrolsince 01/2023 · owns less than 5%
- S••••••••• A•••• N•• · Managing Directorcontrolsince 01/2014 · owns less than 5%
- S••••••••• R••••••• A•••••••• · Managing Directorcontrolsince 01/2015 · owns less than 5%
- S••••• R•••••• J••••• · Managing Directorcontrolsince 01/2000 · owns less than 5%
- S••••• S•••••• W•••••• · Managing Directorcontrolsince 01/2018 · owns less than 5%
- T•••••••• T••••• H• · Managing Director And Chief Operating Officercontrolsince 01/2022 · owns less than 5%
Entity owners
- B•••• L••• · Managing Memberdirect · owns 75% or more
- B•••••••• P••••••• H••••••• L•• · General Partnerindirect · owns 75% or more of B•••• L•••
Related persons
Schedule D 7.A
- B•••••••• D• I• C•••••••• G•• L••investment adviserpooled vehicle sponsorn
- D• B•••••••• A••••••••• L•••investment adviserpooled vehicle sponsorn
- E••••• B•••••••• A••••••••• •••• L•••investment adviserpooled vehicle sponsorn
- E••••• B•••••••• A••••••••• G• •••• L•••investment adviserpooled vehicle sponsorn
- E••••• B•••••••• A••••••••• L••investment adviserpooled vehicle sponsorn
- E••••••• B•••••••• A••••••••• L•• S•• R•••investment adviserpooled vehicle sponsorn
- E••••••• B•••••••• A••••••••• L•••investment adviserbankpooled vehicle sponsorn
- N•••• B•••••••• A••••••••• ••• L••investment adviserpooled vehicle sponsorn
- N•••• B•••••••• A••••••••• L••investment adviserbankpooled vehicle sponsorn
- P•• A••••••••• L••investment adviserpooled vehicle sponsorn
- P••• A••••••••• L••investment adviserpooled vehicle sponsorn
- S•••••• B•••••••• A••••••••• •••• L•••investment adviserpooled vehicle sponsorn
- S•••••• B•••••••• A••••••••• G• •••• L•••investment adviserpooled vehicle sponsorn
- S•••••• B•••••••• A••••••••• L••investment adviserpooled vehicle sponsorn
- S•••• B•••••••• A••••••••• L••investment adviserpooled vehicle sponsorn
- S••••••••• A••••••••• L••investment adviserbankpooled vehicle sponsorn
- S••••••••• I••••••••investment adviserbanknRAUM $5.4B
- T•••• B•••••••• A••••••••• C••••••••• ••• L••pooled vehicle sponsorn
- T•••• B•••••••• A••••••••• C••••••••• L••pooled vehicle sponsorn
- T•••• B•••••••• A••••••••• G• ••• L••investment adviserpooled vehicle sponsorn
- T•••• B•••••••• A••••••••• L••investment adviserbankpooled vehicle sponsorn
Advisers that list B•••••••• P••••••• L•• as a related person
Offices
Schedule D 1.F, the 25 largest
- New York, NY6 employees
What changed
consecutive filings, newest first
- Accounts · 34 to 37Jun 4, 2025 to Mar 27, 2026
- Pooled vehicle clients · 34 to 37Jun 4, 2025 to Mar 27, 2026
- Employees · 147 to 152Jun 4, 2025 to Mar 27, 2026
- Other offices · 1 to 2Jun 4, 2025 to Mar 27, 2026
- Private funds · 23 to 26Jun 4, 2025 to Mar 27, 2026
- Discretionary RAUM · $27B to $29BJun 4, 2025 to Mar 27, 2026
- Pooled vehicle RAUM · $27B to $29BJun 4, 2025 to Mar 27, 2026
- RAUM · $27B to $29BJun 4, 2025 to Mar 27, 2026
- Financial planning clients · unset to Apr 2, 2025 to Jun 4, 2025
- Accounts · 32 to 34Mar 29, 2024 to Apr 2, 2025
- Advisory employees · 96 to 93Mar 29, 2024 to Apr 2, 2025
- Pooled vehicle clients · 32 to 34Mar 29, 2024 to Apr 2, 2025
- Employees · 166 to 147Mar 29, 2024 to Apr 2, 2025
- Discretionary RAUM · $23B to $27BMar 29, 2024 to Apr 2, 2025
- Pooled vehicle RAUM · $23B to $27BMar 29, 2024 to Apr 2, 2025
- RAUM · $23B to $27BMar 29, 2024 to Apr 2, 2025
- Accounts · 26 to 32Apr 19, 2023 to Mar 29, 2024
- Advisory employees · 87 to 96Apr 19, 2023 to Mar 29, 2024
- Pooled vehicle clients · 26 to 32Apr 19, 2023 to Mar 29, 2024
- Employees · 164 to 166Apr 19, 2023 to Mar 29, 2024
- Other offices · 0 to 1Apr 19, 2023 to Mar 29, 2024
- Private funds · 17 to 23Apr 19, 2023 to Mar 29, 2024
- Discretionary RAUM · $20B to $23BApr 19, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $20B to $23BApr 19, 2023 to Mar 29, 2024
- RAUM · $20B to $23BApr 19, 2023 to Mar 29, 2024
- Discretionary RAUM · $16B to $20BMar 31, 2023 to Apr 19, 2023
- Pooled vehicle RAUM · $16B to $20BMar 31, 2023 to Apr 19, 2023
- RAUM · $16B to $20BMar 31, 2023 to Apr 19, 2023
- Accounts · 24 to 26Jul 27, 2022 to Mar 31, 2023
- Advisory employees · 76 to 87Jul 27, 2022 to Mar 31, 2023
- Pooled vehicle clients · 24 to 26Jul 27, 2022 to Mar 31, 2023
- Employees · 146 to 164Jul 27, 2022 to Mar 31, 2023
- Private funds · 15 to 17Jul 27, 2022 to Mar 31, 2023
- Discretionary RAUM · $24B to $16BJul 27, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $24B to $16BJul 27, 2022 to Mar 31, 2023
- RAUM · $24B to $16BJul 27, 2022 to Mar 31, 2023
- Accounts · 19 to 24Apr 29, 2021 to Mar 31, 2022
- Advisory employees · 70 to 76Apr 29, 2021 to Mar 31, 2022
- Pooled vehicle clients · 19 to 24Apr 29, 2021 to Mar 31, 2022
- Employees · 131 to 146Apr 29, 2021 to Mar 31, 2022
Signals
19 dated events
- B•••••••• P••••••• L•• reported RAUM $20.2B, up 27% from $16.0B (2023-03-31 to 2023-04-19)Apr 19, 2023 · RAUM change · derived
- B•••••••• P••••••• L•• reported RAUM $16.0B, down 33% from $23.8B (2022-07-27 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- M Candice Corvetti (Managing Director) appeared on Schedule A of B•••••••• P••••••• L••Mar 31, 2023 · Control person joined · fact
- E••••• H•••• R•••••• (Managing Director) appeared on Schedule A of B•••••••• P••••••• L••Mar 31, 2023 · Control person joined · fact
- Christopher Andrew Walker (Managing Director) appeared on Schedule A of B•••••••• P••••••• L••Mar 31, 2023 · Control person joined · fact
- John Matthew Berner (Managing Director) no longer on Schedule A of B•••••••• P••••••• L•• (listed 2022-07-27, absent 2023-03-31)Mar 31, 2023 · Control person left · inference
- B•••••••• P••••••• L•• reported RAUM $23.8B, up 54% from $15.5B (2021-04-29 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- B Joshua Johnson (Managing Director) appeared on Schedule A of B•••••••• P••••••• L••Mar 31, 2022 · Control person joined · fact
- G Justin Hupp (Managing Director) appeared on Schedule A of B•••••••• P••••••• L••Mar 31, 2022 · Control person joined · fact
- D Jonathan Nuger (Managing Director) appeared on Schedule A of B•••••••• P••••••• L••Mar 31, 2022 · Control person joined · fact
- Koranteng Nii Amaah Ofosu-Amaah (Managing Director, Business Development And Investor Relations) appeared on Schedule A of B•••••••• P••••••• L••Mar 31, 2022 · Control person joined · fact
- B•••••••• P••••••• L•• reported RAUM $13.9B, up 31% from $10.7B (2020-03-27 to 2021-03-30)Mar 30, 2021 · RAUM change · derived
- John Matthew Berner (Managing Director) appeared on Schedule A of B•••••••• P••••••• L••Mar 30, 2021 · Control person joined · fact
- Ying Thomas Kuo (Managing Director) no longer on Schedule A of B•••••••• P••••••• L•• (listed 2020-03-27, absent 2021-03-30)Mar 30, 2021 · Control person left · inference
- David Benjamin Levy (Managing Director) appeared on Schedule A of B•••••••• P••••••• L••Mar 27, 2020 · Control person joined · fact
- Saad Hasan (Managing Director) appeared on Schedule A of B•••••••• P••••••• L••Mar 27, 2020 · Control person joined · fact
- Brian Matthew Gooch (Managing Director, Business Development) appeared on Schedule A of B•••••••• P••••••• L••Mar 27, 2020 · Control person joined · fact
- Mark Bradley Bloom (Managing Director) no longer on Schedule A of B•••••••• P••••••• L•• (listed 2018-03-30, absent 2019-03-29)Mar 29, 2019 · Control person left · inference
- Keith Richard Lubin (Managing Director) no longer on Schedule A of B•••••••• P••••••• L•• (listed 2018-03-30, absent 2019-03-29)Mar 29, 2019 · Control person left · inference
Across DFX
shared identifiers only, never a name match
- Berkshire Partners · Family Officesshared crd · office
- B•••••••• P••••••• L•• · Independent Sponsorsshared crd · capital_provider
- B•••••••• P••••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/berkshire-partnersreportedpublic record, Form ADV, Sep 18, 2026
- Website
- B••••••••PARTNERS.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- (617) 227-0050reportedpublic record, Form ADV, Mar 27, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026