Berkshire Partners Llc is an investment advisor that manages 6.8 BN dollars in regulatory AUM and has 89 employees, of which 52 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/10 to . The fund's latest filing disclosed 1BN in positions, representing 21% of the manager's regulatory AUM.


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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
EBIDTA Margin Debt/Assets Hedge Fund Crowding

BERKSHIRE PARTNERS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
TDG 46.25% Industrials 1.53% 3.17% 1 0%
WMS 32.68% Industrials 21.63% 8.59% 7 0%
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BERKSHIRE PARTNERS Founders and Key Employees

Name Title In Position Since
Kenneth S. Bring Managing Director And Chief Financial Officer January-2013
Reuben B. Ackerman Chief Compliance Officer February-2012
Michael C. Ascione Managing Director January-2007
Bradley M. Bloom Managing Director March-1986
Jane E. Brock-Wilson Managing Director January-1994
Kevin T. Callaghan Managing Director January-1994
Christopher J. Hadley Managing Director January-2006
Sharlyn C. Heslam Managing Director And General Counsel January-2011
Ross M. Jones Managing Director January-2000
Richard K. Lubin Managing Director March-1986
Joshua A. Lutzker Managing Director January-2010
David R. Peeler Managing Director January-2000
Robert J. Small Managing Director January-2000
Edward J. Whelan Managing Director January-2012
Lawrence S. Hamelsky Managing Director January-2006
Elizabeth L. Hoffman Managing Director January-2011
Matthew A. Janchar Managing Director January-2013
Greg J. Pappas Managing Director January-2013
Jonathan J. Meyer Managing Director January-2014
Anil N. Seetharam Managing Director January-2014
Raleigh A. Shoemaker Managing Director January-2015
Marni F. Payne Managing Director January-2015
David C. Bordeau Managing Director January-2015
John J. Whitaker Chief Operating Officer September-2014

BERKSHIRE PARTNERS Brokers, Custodians, Auditors and Administrators

Type Company
Auditor Pro
Custodian Pro
Custodian Pro
Custodian Pro

BERKSHIRE PARTNERS Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Methods of Analysis and Investment Strategies

The Adviser’s investment strategy is generally to:

• Invest in businesses that, because of their strategic position, have attractive growth prospects;
• Partner with high quality management teams that are meaningful equity holders and that are committed to continuous improvement of the companies they operate;
• Utilize the Adviser’s experience, internal capacities and external resource base to serve effectively as active investors, directors and advisors to portfolio companies; and
• Structure prudently the capitalization of its companies to ensure growth while enhancing equity returns.

The Adviser participates in many types of transactions, which generally fall into one of the following ten categories:

• Management recapitalizations. The Adviser assists in organizing recapitalizations of businesses i...
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BERKSHIRE PARTNERS Portfolio Concentration


BOSTON, Massachusetts
UNITED STATES, 02116-5040

BERKSHIRE PARTNERS Contact Information

Phone Number: (617) 227-0050
Fax Number: (617) 227-6105



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