Chief Technology Officer and Ciso · Berkshire Partners LLC
Eric R. Souza
CRD 7089097 · Named on Form ADV at 3 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 Eric R. Souza on its Form ADV as Chief Technology Officer and Ciso. The SEC filings also name Eric at 2 other registered advisers.
Firms and roles
- Berkshire Partners LLCChief Technology Officer and CisoPrivate fund adviser · Boston, MA · $29B in regulatory assets
- Stockbridge InvestorsChief Technology Officer and CisoPrivate fund adviser · Boston, MA · $5.4B in regulatory assets
- Castle Rock Advisors LLCChief Technology Officer and CisoWealth manager · Boston, MA · $3.9B in regulatory assets
AtlasMembers
Eric’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
- 3 firmsLocked
- Control-person status
- Locked
- When each role began
- Locked
- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (34)
- 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
29 more people named with Eric on the same filings, with titles and firms. Free in Atlas with a free account.
See all 34 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Eric’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.