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BERKSHIRE PARTNERS LLC

BOSTON, MA · CRD 160675 · IAPD ↗ · (617) 227-0050

$29.00BRegulatory AUM
93Advisory reps
152Employees
0Clients
n/aPlanning clients
26Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2026 — BERKSHIRE PARTNERS LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
32
April 2024 — BERKSHIRE PARTNERS LLC notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
40
April 2024 — BERKSHIRE PARTNERS LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
64
April 2024 — BERKSHIRE PARTNERS LLC grew from 87 to 96 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.