BERKSHIRE PROPERTY ADVISORS, LLC
CRD #161374 SEC #801-73998 BOSTON, MA 617-646-2300
SEC Registered Private Funds
Total AUM
$15.5B
Discretionary
$15.5B
Employees
194
Clients
--
Accounts
9
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $15.5B | $15.5B | $0 | 194 | 0 |
| Mar 2024 | $12.8B | $12.8B | $1.1M | 175 | 0 |
| Mar 2023 | $23B | $16.3B | $6.7B | 167 | 0 |
| Nov 2022 | $21.3B | $15.1B | $6.2B | 135 | 0 |
| Apr 2022 | $21.3B | $15.1B | $6.2B | 135 | 0 |
| Mar 2022 | $21.3B | $15.1B | $6.2B | 135 | 0 |
| Dec 2021 | $13.5B | $8.4B | $5.1B | 121 | 15 |
| Nov 2021 | $13.5B | $8.4B | $5.1B | 121 | 15 |
| Mar 2021 | $13.5B | $8.4B | $5.1B | 121 | 15 |
| Mar 2020 | $10B | $5.2B | $4.9B | 159 | 19 |
| Oct 2019 | $9.7B | $4.1B | $5.5B | 166 | 19 |
| Mar 2019 | $9.7B | $4.1B | $5.5B | 166 | 19 |
| Jan 2019 | $8.8B | $8.7B | $152.8M | 161 | 16 |
| Mar 2018 | $8.8B | $8.7B | $152.8M | 161 | 16 |
| Mar 2017 | $7.8B | $7.7B | $128.5M | 151 | 11 |
| Oct 2016 | $7.3B | $7.2B | $109.7M | 151 | 1 |
| Jun 2016 | $7.3B | $7.2B | $109.7M | 151 | 1 |
| Mar 2016 | $7.3B | $7.2B | $109.7M | 151 | 1 |
| Mar 2016 | $6.5B | $6.4B | $99.5M | 159 | 1 |
| Dec 2015 | $6.5B | $6.4B | $99.5M | 159 | 1 |
| Oct 2015 | $6.5B | $6.4B | $99.5M | 159 | 1 |
| Mar 2015 | $6.5B | $6.4B | $99.5M | 159 | 1 |
| Dec 2014 | $5.5B | $5.4B | $87.7M | 140 | 1 |
| Oct 2014 | $5.5B | $5.4B | $87.7M | 140 | 1 |
| Mar 2014 | $5.5B | $5.4B | $87.7M | 140 | 1 |
| Aug 2013 | $5.3B | $5.3B | $0 | 128 | 1 |
| Apr 2013 | $5.3B | $5.3B | $0 | 128 | 1 |
| Apr 2012 | $4.2B | $4.2B | $0 | -- | 1 |
| Feb 2012 | $4.2B | $4.2B | $0 | -- | 1 |
DateMar 2025
Total AUM$15.5B
Discretionary$15.5B
Non-Disc.$0
Employees194
Clients0
DateMar 2024
Total AUM$12.8B
Discretionary$12.8B
Non-Disc.$1.1M
Employees175
Clients0
DateMar 2023
Total AUM$23B
Discretionary$16.3B
Non-Disc.$6.7B
Employees167
Clients0
DateNov 2022
Total AUM$21.3B
Discretionary$15.1B
Non-Disc.$6.2B
Employees135
Clients0
DateApr 2022
Total AUM$21.3B
Discretionary$15.1B
Non-Disc.$6.2B
Employees135
Clients0
DateMar 2022
Total AUM$21.3B
Discretionary$15.1B
Non-Disc.$6.2B
Employees135
Clients0
DateDec 2021
Total AUM$13.5B
Discretionary$8.4B
Non-Disc.$5.1B
Employees121
Clients15
DateNov 2021
Total AUM$13.5B
Discretionary$8.4B
Non-Disc.$5.1B
Employees121
Clients15
DateMar 2021
Total AUM$13.5B
Discretionary$8.4B
Non-Disc.$5.1B
Employees121
Clients15
DateMar 2020
Total AUM$10B
Discretionary$5.2B
Non-Disc.$4.9B
Employees159
Clients19
DateOct 2019
Total AUM$9.7B
Discretionary$4.1B
Non-Disc.$5.5B
Employees166
Clients19
DateMar 2019
Total AUM$9.7B
Discretionary$4.1B
Non-Disc.$5.5B
Employees166
Clients19
DateJan 2019
Total AUM$8.8B
Discretionary$8.7B
Non-Disc.$152.8M
Employees161
Clients16
DateMar 2018
Total AUM$8.8B
Discretionary$8.7B
Non-Disc.$152.8M
Employees161
Clients16
DateMar 2017
Total AUM$7.8B
Discretionary$7.7B
Non-Disc.$128.5M
Employees151
Clients11
DateOct 2016
Total AUM$7.3B
Discretionary$7.2B
Non-Disc.$109.7M
Employees151
Clients1
DateJun 2016
Total AUM$7.3B
Discretionary$7.2B
Non-Disc.$109.7M
Employees151
Clients1
DateMar 2016
Total AUM$7.3B
Discretionary$7.2B
Non-Disc.$109.7M
Employees151
Clients1
DateMar 2016
Total AUM$6.5B
Discretionary$6.4B
Non-Disc.$99.5M
Employees159
Clients1
DateDec 2015
Total AUM$6.5B
Discretionary$6.4B
Non-Disc.$99.5M
Employees159
Clients1
DateOct 2015
Total AUM$6.5B
Discretionary$6.4B
Non-Disc.$99.5M
Employees159
Clients1
DateMar 2015
Total AUM$6.5B
Discretionary$6.4B
Non-Disc.$99.5M
Employees159
Clients1
DateDec 2014
Total AUM$5.5B
Discretionary$5.4B
Non-Disc.$87.7M
Employees140
Clients1
DateOct 2014
Total AUM$5.5B
Discretionary$5.4B
Non-Disc.$87.7M
Employees140
Clients1
DateMar 2014
Total AUM$5.5B
Discretionary$5.4B
Non-Disc.$87.7M
Employees140
Clients1
DateAug 2013
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$0
Employees128
Clients1
DateApr 2013
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$0
Employees128
Clients1
DateApr 2012
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$0
Employees--
Clients1
DateFeb 2012
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$0
Employees--
Clients1