Berkshire Property Advisors, LLC
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Learn more about Berkshire Property Advisors, LLC
Overview
Berkshire Property Advisors, LLC is a financial advisor firm that has its headquarters in Boston, Massachusetts. It controls $23.0 billion in assets throughout 27 customer accounts, making it one of the biggest firms in the country by assets under management (AUM). It has a large team, including 52 financial advisors. Berkshire Property Advisors, LLC is not a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its own accounts as well as its clients' and instead must go through a broker-dealer firm to do so. Securities are exchangable financial assets like equities, bonds and options.
Berkshire Property Advisors, LLC oversees 16 of its accounts in a discretionary manner. Discretionary management means that a portfolio manager makes buy and sell choices for the client's account without requiring client approval. The firm also administers 11 non-discretionary accounts totaling $6.7 billion in AUM. The advisory firm's typical account size is $852.8 million. The average advisor at Berkshire Property Advisors, LLC administers fewer than one client account, placing it among the most personalized firms in the country.
The firm's headquarters is located at One Beacon Street, Boston, Massachusetts 02108-3116. Berkshire Property Advisors, LLC is permitted to serve customers across 4 states, including California, Georgia, Massachusetts and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Berkshire Property Advisors, LLC by the Numbers
$23.0 billion
167
27
$852.8 million
Fee Structure
Fees for financial management usually are based on which services are provided. However, fees charged by Berkshire Property Advisors, LLC can be comprised of the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Berkshire Property Advisors, LLC.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm caters to pooled investment vehicles. Out of its 27 accounts, Berkshire Property Advisors, LLC's biggest client is pooled investment vehicles. Just 1% of the company's accounts are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Berkshire Property Advisors, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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