Managing Director · Berkshire Partners LLC
Edward J. Whelan
CRD 6025481 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Berkshire Partners LLC, an SEC-registered private fund adviser based in Boston, MA with $29.0 billion in regulatory assets, lists Edward J. Whelan on its Form ADV as Managing Director, a control person. The SEC filings also name Edward at 1 other registered adviser.
Firms and roles
- Berkshire Partners LLCManaging DirectorPrivate fund adviser · Boston, MA · $29B in regulatory assets
- Stockbridge InvestorsManaging DirectorPrivate fund adviser · Boston, MA · $5.4B in regulatory assets
AtlasMembers
Edward’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (31)
- Reuben B. AckermanChief Compliance Officer, Berkshire Partners LLC
- Michael C. AscioneCo-Managing Partner, Berkshire Partners LLC
- Christopher J. HadleyCo-Managing Partner, Berkshire Partners LLC
- Robert J. SmallManaging Director, Berkshire Partners LLC
- Sharlyn C. MusslewhiteManaging Director and General Counsel, Berkshire Partners LLC
26 more people named with Edward on the same filings, with titles and firms. Free in Atlas with a free account.
See all 31 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Edward’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.