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BERKSHIRE PROPERTY ADVISORS, LLC

BOSTON, MA · CRD 161374 · IAPD ↗ · berkshireresidentialinvestments.com · 617-646-2300

$19.24BRegulatory AUM
75Advisory reps
226Employees
0Clients
n/aPlanning clients
4Private funds
3States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

70
April 2025 — BERKSHIRE PROPERTY ADVISORS, LLC grew from 58 to 73 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
35
April 2024 — BERKSHIRE PROPERTY ADVISORS, LLC reported RAUM down 45% ($23.02B -> $12.75B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
61
April 2024 — BERKSHIRE PROPERTY ADVISORS, LLC grew from 52 to 58 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.