BERKSHIRE PARTNERS LLC
C26
CRD 160675·SEC 801-73336·BOSTON, MA
AUM
$29.00B
$1B+
Est. Revenue
$290.0M
@ 1% on AUM
Est. EBITDA
$87.0M
@ 30% margin
Est. Deal Value
$696.1M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $10.33B
'21 · $10.67B
'22 · $15.50B
'23 · $23.82B
'25 · $26.80B
'26 · $29.00B
'20'26
$10.33B → $29.00B▲ +181%
Operations
Advisory staff (5-yr trend)
'20 · 64 advisors
'21 · 69 advisors
'22 · 70 advisors
'23 · 76 advisors
'25 · 93 advisors
'26 · 93 advisors
'20'26
64 advisors → 93 advisors▲ +45%
Branches
—
Custodian & Brokerage
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (11)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
200 CLARENDON STREET, 35TH FLOORBOSTON, MA 02116
Business
200 CLARENDON STREET, 35TH FLOORBOSTON, MA 02116
People (30)
30Executive Officer · 2.5%
Executive Officer · 2.5%
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