BERKSHIRE PARTNERS Overview
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 12/31/18. The fund's latest filing disclosed 840MM in positions, representing 12% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/10 to 12/31/18. The fund's latest filing disclosed 840MM in positions, representing 12% of the manager's regulatory AUM.
BERKSHIRE PARTNERS StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
BERKSHIRE PARTNERS Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| TDG | 73.32% | Industrials | 28.27% | 7.97% | 4 | 5% | ||
| WMS | 19.51% | Industrials | 6.85% | -1.76% | 40 | 3% | ||
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FEATURED IN
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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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...
Unlock Full Investment Process Description
BERKSHIRE PARTNERS Portfolio Concentration
BERKSHIRE PARTNERS Location
200 CLARENDON STREET 35TH FL
BOSTON, Massachusetts
UNITED STATES, 02116-5040
BOSTON, Massachusetts
UNITED STATES, 02116-5040
BERKSHIRE PARTNERS Contact Information
Phone Number: (617) 227-0050
Fax Number: (617) 227-6105
Website: http://www.berkshirepartners.com
Fax Number: (617) 227-6105
Website: http://www.berkshirepartners.com
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