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.
SEC-registered adviser
Berkshire Property Advisors, LLC
Latest filing Mar 30, 2026
First filing on the tape Feb 14, 2012 · 30 filings
SEC status approved since Mar 30, 2012
RAUM
$19B
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
226
75 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
4
reported on Schedule D
History
30 filings and snapshots on the tape
RAUM$19B as of Mar 30, 2026
Apr 1, 2013$5.3B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Apr 1, 20130 then
Employees (5.A)226 as of Mar 30, 2026
Apr 1, 2013128 then
Private funds4 as of Mar 30, 2026
Apr 1, 20137 then
RAUM +24% over the last fiscal year-5.8% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 30, 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
- $2.4BderivedRAUM 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
- +24%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, performance-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $16B, 8 clientsreportedItem 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
- has discretionary authority over which securities are bought or sold (8.C.1)
- 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)
- an independent public accountant performs a surprise examination (9.C.1)
- 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$19B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 8reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $16B for 8 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false 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
25 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Berkshire Multifamily Debt Fund III Investor, L.P. | Real Estate Fund | $2.0B | 85 | Mar 31, 2021 |
| Berkshire Multifamily Equity Fund, L.P.no longer reported | Real Estate Fund | $1.8B | 131 | Feb 14, 2012 |
| Berkshire Bridge Loan Investors I, L.P.no longer reported | Real Estate Fund | $1.3B | 20 | Mar 29, 2019 |
| Pbone-Op, L.L.C.no longer reported | Real Estate Fund | $1.1B | 3 | Mar 30, 2020 |
| Berkshire Multifamily Income Realty Fund, L.P.no longer reported | Hedge Fund | $1.1B | 36 | Mar 30, 2016 |
| Berkshire Income Realty-Op L.P.no longer reported | Real Estate Fund | $764M | 4 | Mar 30, 2016 |
| Berkshire Multifamily Debt Fund II, L.P. | Real Estate Fund | $740M | 66 | Mar 30, 2018 |
| Berkshire Bridge Loan Investors II, L.P.no longer reported | Real Estate Fund | $554M | 28 | Mar 30, 2020 |
| Berkshire Multifamily Value Plus Fund IV, L.P.no longer reported | Real Estate Fund | $494M | 49 | Mar 31, 2017 |
| Berkshire Value Fund V-Op, L.P.no longer reported | Real Estate Fund | $459M | 36 | Mar 30, 2020 |
| Aptco Holdings, L.L.C.no longer reported | Real Estate Fund | $422M | 2 | Feb 14, 2012 |
| Senior Housing Fund I, L.P.no longer reported | Real Estate Fund | $324M | 5 | Mar 29, 2019 |
| Berkshire Multifamily Value Plus Fund III, L.P.no longer reported | Real Estate Fund | $211M | 37 | Apr 1, 2013 |
| Seaport Del Co., L.L.C.no longer reported | Real Estate Fund | $155M | 2 | Mar 28, 2014 |
| K709 Investor, L.L.C.no longer reported | Real Estate Fund | $44.7M | 2 | Apr 1, 2013 |
| Mf1-Nm Investor, LLC | Real Estate Fund | $38.2M | 4 | Mar 31, 2022 |
| Bt Multifamily Partners, LP | Real Estate Fund | $30.4M | 1 | Mar 31, 2023 |
| Seaport U.S. Co., L.L.C.no longer reported | Real Estate Fund | $10.4M | 3 | Mar 28, 2014 |
| Bvf-IV (Co-Invest) K728, L.P.no longer reported | Real Estate Fund | $212,169 | 8 | Mar 30, 2018 |
| Bvf-IV (Co-Invest) K726, L.P.no longer reported | Real Estate Fund | $165,246 | 9 | Mar 30, 2018 |
| Bvf-IV (Co-Invest) Kj08, L.P. | Real Estate Fund | $276 | 0 | Mar 31, 2017 |
| Berkshire Multifamily Value Fund, L.P.no longer reported | Real Estate Fund | $0 | 24 | Feb 14, 2012 |
| Berkshire Multifamily Value Fund II, L.P.no longer reported | Real Estate Fund | $0 | 50 | Feb 14, 2012 |
| Berkshire Multifamily USA Property Partners, L.P. | Real Estate Fund | $0 | 5 | Mar 30, 2015 |
| Berkshire Ff Multifamily Co-Investment Fund, L.P. | Real Estate Fund | $0 | 2 | Apr 1, 2013 |
Owners and control persons
Schedule A and B, latest filing
- Elizabeth Mary Bloom · Managing Director, General Counsel, Chief Risk Officercontrolsince 07/2002 · owns less than 5%
- Tobias Jonathan Frey · Partner, Chief Operating Officercontrolsince 03/2022 · owns less than 5%
- John David Olney · Chief Executive Officercontrolsince 10/2019 · owns less than 5%
- Nmn Ravi Ragnauth · Partner, Chief Financial Officercontrolsince 01/2023 · owns less than 5%
- Stephen Douglas Krupp · Shareholdercontrolsince 04/1987 · owns 50% to 75% of Kgp-1 Incorporated
- Stephen Douglas Krupp · Shareholdercontrolsince 12/2004 · owns 50% to 75% of Bpa Manager, Inc.
- David George Krupp · Shareholdercontrolsince 12/2004 · owns 50% to 75% of Bpa Manager, Inc.
- David George Krupp · Shareholdercontrolsince 04/1987 · owns 50% to 75% of Kgp-1 Incorporated
- Scott Jeffrey Morandi · Managing Director, Chief Compliance Officersince 12/2023 · owns less than 5%
Entity owners
- Berkshire Group, L.L.C. · Memberdirect · owns 75% or more
- Bpa Manager, Inc. · Non-Member Managerdirect · owns less than 5%
- Berkshire Group, L.P. · Memberindirect · owns 75% or more of Berkshire Group, L.L.C.
- Kgp-1 Incorporated · General Partnerindirect · owns F of Berkshire Group, L.P.
Related persons
Schedule D 7.A
- Berkshire Bridge Loan Investors I Gp, L.L.C.pooled vehicle sponsory
- Berkshire Bridge Loan Investors II Gp, LLCpooled vehicle sponsory
- Berkshire Bridge Loan Investors Mf1 III Gp, LLCpooled vehicle sponsory
- Berkshire Ff Multifamily Co-Investment Fund Gp, L.L.C.pooled vehicle sponsory
- Berkshire Multifamily Debt Fund II, Gp, L.L.C.pooled vehicle sponsory
- Berkshire Multifamily Debt Fund III, Gp, L.L.C.pooled vehicle sponsory
- Berkshire Multifamily Equity Fund Gp, L.L.C.pooled vehicle sponsory
- Berkshire Multifamily Income Realty Fund Gp, L.L.C.pooled vehicle sponsory
- Berkshire Multifamily USA Property Partners Gp, LLCpooled vehicle sponsory
- Berkshire Multifamily Value Plus Fund Gp III, L.L.C.pooled vehicle sponsory
- Berkshire Multifamily Value Plus Fund IV Gp, L.L.Cpooled vehicle sponsory
- Berkshire Seaport, Gp, L.L.C.pooled vehicle sponsory
- Berkshire Senior Housing Fund I Gp, L.L.C.pooled vehicle sponsory
- Berkshire Value Fund V Gp, L.L.C.pooled vehicle sponsory
- Bg-Qr Gp LLCpooled vehicle sponsory
- Bhf Multifamily Partners Gp, LLCpooled vehicle sponsory
- Bir Gp, L.L.C.pooled vehicle sponsory
- Bmd-II Investor, L.L.C.pooled vehicle sponsory
- Bt Multifamily Partners Gp, LLCpooled vehicle sponsory
- Mf1 Reit II, L.L.Cpooled vehicle sponsory
- Pbone Gp L.L.C.pooled vehicle sponsory
Advisers that list Berkshire Property Advisors, LLC as a related person
- 163834 n
Offices
Schedule D 1.F, the 25 largest
- Larkspur, CA3 employees
- Alpharetta, GA2 employees
- Dallas, TX2 employees
What changed
consecutive filings, newest first
- Accounts · 9 to 8Mar 27, 2025 to Mar 30, 2026
- Advisory employees · 73 to 75Mar 27, 2025 to Mar 30, 2026
- Pooled vehicle clients · 9 to 8Mar 27, 2025 to Mar 30, 2026
- Assets in custody · $13B to $16BMar 27, 2025 to Mar 30, 2026
- Employees · 194 to 226Mar 27, 2025 to Mar 30, 2026
- Private funds · 5 to 4Mar 27, 2025 to Mar 30, 2026
- Discretionary RAUM · $15B to $19BMar 27, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $15B to $19BMar 27, 2025 to Mar 30, 2026
- RAUM · $15B to $19BMar 27, 2025 to Mar 30, 2026
- Accounts · 10 to 9Mar 27, 2024 to Mar 27, 2025
- Advisory employees · 58 to 73Mar 27, 2024 to Mar 27, 2025
- Pooled vehicle clients · 10 to 9Mar 27, 2024 to Mar 27, 2025
- Assets in custody · $11B to $13BMar 27, 2024 to Mar 27, 2025
- Employees · 175 to 194Mar 27, 2024 to Mar 27, 2025
- Financial planning clients · unset to Mar 27, 2024 to Mar 27, 2025
- Other offices · 3 to 2Mar 27, 2024 to Mar 27, 2025
- Private funds · 6 to 5Mar 27, 2024 to Mar 27, 2025
- Discretionary RAUM · $13B to $15BMar 27, 2024 to Mar 27, 2025
- Non-discretionary RAUM · $1.1M to $0Mar 27, 2024 to Mar 27, 2025
- Pooled vehicle RAUM · $13B to $15BMar 27, 2024 to Mar 27, 2025
- RAUM · $13B to $15BMar 27, 2024 to Mar 27, 2025
- Accounts · 27 to 10Mar 31, 2023 to Mar 27, 2024
- Advisory employees · 52 to 58Mar 31, 2023 to Mar 27, 2024
- Pooled vehicle clients · 27 to 10Mar 31, 2023 to Mar 27, 2024
- Assets in custody · $8.8B to $11BMar 31, 2023 to Mar 27, 2024
- Employees · 167 to 175Mar 31, 2023 to Mar 27, 2024
- Private funds · 7 to 6Mar 31, 2023 to Mar 27, 2024
- Discretionary RAUM · $16B to $13BMar 31, 2023 to Mar 27, 2024
- Non-discretionary RAUM · $6.7B to $1.1MMar 31, 2023 to Mar 27, 2024
- Pooled vehicle RAUM · $23B to $13BMar 31, 2023 to Mar 27, 2024
- RAUM · $23B to $13BMar 31, 2023 to Mar 27, 2024
- Accounts · 22 to 27Nov 4, 2022 to Mar 31, 2023
- Advisory employees · 43 to 52Nov 4, 2022 to Mar 31, 2023
- Pooled vehicle clients · 22 to 27Nov 4, 2022 to Mar 31, 2023
- Assets in custody · $9.1B to $8.8BNov 4, 2022 to Mar 31, 2023
- Employees · 135 to 167Nov 4, 2022 to Mar 31, 2023
- Private funds · 6 to 7Nov 4, 2022 to Mar 31, 2023
- Discretionary RAUM · $15B to $16BNov 4, 2022 to Mar 31, 2023
- Non-discretionary RAUM · $6.2B to $6.7BNov 4, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $21B to $23BNov 4, 2022 to Mar 31, 2023
Signals
14 dated events
- Berkshire Property Advisors, Llc reported RAUM $12.8B, down 45% from $23.0B (2023-03-31 to 2024-03-27)Mar 27, 2024 · RAUM change · derived
- Nmn Ravi Ragnauth (Managing Director Chief Financial Officer) appeared on Schedule A of Berkshire Property Advisors, LlcMar 31, 2023 · Control person joined · fact
- Mark Christopher Nichols (Managing Director, Chief Financial Officer, Corporate) no longer on Schedule A of Berkshire Property Advisors, Llc (listed 2022-11-04, absent 2023-03-31)Mar 31, 2023 · Control person left · inference
- Edward David Doherty (Managing Director, Chief Financial Officer, Investment Management) no longer on Schedule A of Berkshire Property Advisors, Llc (listed 2022-11-04, absent 2023-03-31)Mar 31, 2023 · Control person left · inference
- Berkshire Property Advisors, Llc reported RAUM $21.3B, up 57% from $13.5B (2021-12-21 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- Jonathan Frey (Managing Director, Chief Operating Officer) appeared on Schedule A of Berkshire Property Advisors, LlcMar 31, 2022 · Control person joined · fact
- Dave Doherty (Managing Director, Chief Financial Officer, Investment Management) appeared on Schedule A of Berkshire Property Advisors, LlcMar 31, 2022 · Control person joined · fact
- Preston Alan King (Managing Director, Co-Head Of Operations) no longer on Schedule A of Berkshire Property Advisors, Llc (listed 2021-12-21, absent 2022-03-31)Mar 31, 2022 · Control person left · inference
- Berkshire Property Advisors, Llc reported RAUM $13.5B, up 35% from $10.0B (2020-03-30 to 2021-03-31)Mar 31, 2021 · RAUM change · derived
- Bertrand Charles Leitner Iii (Chief Executive Officer) no longer on Schedule A of Berkshire Property Advisors, Llc (listed 2019-03-29, absent 2019-10-16)Oct 16, 2019 · Control person left · inference
- Frederick Joseph Azrack (Director) no longer on Schedule A of Berkshire Property Advisors, Llc (listed 2019-01-03, absent 2019-03-29)Mar 29, 2019 · Control person left · inference
- Ronald C. Blankenship (Director, Chairman) no longer on Schedule A of Berkshire Property Advisors, Llc (listed 2019-01-03, absent 2019-03-29)Mar 29, 2019 · Control person left · inference
- Robin Jeanne Myerson (Director) no longer on Schedule A of Berkshire Property Advisors, Llc (listed 2019-01-03, absent 2019-03-29)Mar 29, 2019 · Control person left · inference
- Douglas Lawrence Ellman (Managing Director, Head Of Venture Invsestments) no longer on Schedule A of Berkshire Property Advisors, Llc (listed 2019-01-03, absent 2019-03-29)Mar 29, 2019 · Control person left · inference
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/berkshireresidentialinvestmentsreportedpublic record, Form ADV, Sep 18, 2026
- Website
- berkshireresidentialinvestments.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 617-646-2300reportedpublic record, Form ADV, Mar 30, 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
Across the graphs
Berkshire Property Advisors, LLC is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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