Berkshire Debt Advisors, LLC
CRD 345102SEC# 801-137815Boston, MA
No longer SEC-registered. Berkshire Debt Advisors, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
—
Employees
182
Accounts
—
Location
Boston, MA
Berkshire Debt Advisors, LLC assets under management
Berkshire Debt Advisors, LLC operates as an SEC-registered investment adviser based in Boston, MA. It employs 182 people.
Berkshire Debt Advisors, LLC owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Berkshire Group, L.L.C. Control | Member | Over 75% | 2026 |
| David John Olney Control | Chief Executive Officer | 10-25% | 2026 |
| Jeffrey Scott Morandi | Managing Director, Chief Compliance Officer | Under 5% | 2026 |
| Jonathan Tobias Frey Control | Partner, Chief Operating Officer | Under 5% | 2026 |
| Mary Elizabeth Bloom Control | Managing Director, General Counsel, Chief Risk Officer | Under 5% | 2002 |
| Ravi Nmn Ragnauth Control | Partner, Chief Operating Officer | Under 5% | 2026 |
| Berkshire Group, L.P. Control | Member | Over 75% | 2014 |
| Douglas Stephen Krupp Control | Shareholder | 50-75% | 1987 |
| George David Krupp Control | Shareholder | 50-75% | 1987 |
| Kgp-1 Incorporated Control | General Partner | — | 2014 |
Frequently asked questions
How many employees does Berkshire Debt Advisors, LLC have?
Berkshire Debt Advisors, LLC reports 182 employees.
Where is Berkshire Debt Advisors, LLC located?
Berkshire Debt Advisors, LLC is based in Boston, MA.
Does Berkshire Debt Advisors, LLC disclose fund performance?
Berkshire Debt Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | One Beacon Street, 24th Floor, Boston, MA 02108 |
| Office hours | 8:45a.m. To 5:30p.m. |
| Discloses disciplinary history | No |
How this firm compares
EmployeesTop 4%
More than 96% of 16,799 advisers