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Berkshire Fund IX, L.P.

Private Equity FundFund ID 805-3092107846Delaware, United States
Gross assets
$5.36B
Min. investment
$10M
Beneficial owners
229
Size rank
Top 1%
Audited
Yes
Structure
Master

About this fund

Berkshire Fund IX, L.P. is a private equity fund managed by Berkshire Partners LLC. The fund reports $5.4 billion in gross assets, placing it among the top 1% of private funds by size. The stated minimum investment is $10 million. Its financial statements are audited annually. Private funds are not required to publicly disclose returns; Form ADV reports assets, structure, and service providers, shown above.

Fund details

Fund ID805-3092107846
Fund typePrivate Equity Fund
3(c)(1) exclusionNo
3(c)(7) exclusionYes
Master fundYes
Feeder fundNo
Fund of fundsNo
Relies on exemption from registrationYes
Annual auditYes
Prepared per GAAPYes
Sub-advisedNo
% of assets independently valued0%

Other funds from this manager

FundTypeGross assets
Berkshire Fund XI, L.P.Private Equity$4.96B
Berkshire Fund X, L.P.Private Equity$4.21B
Berkshire Fund X-A, L.P.Private Equity$3.27B
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Frequently asked questions

How large is Berkshire Fund IX, L.P.?

Berkshire Fund IX, L.P. reports $5.4 billion in gross assets, among the top 1% of private funds by size.

What is the minimum investment for Berkshire Fund IX, L.P.?

The stated minimum investment is $10 million.

Who manages Berkshire Fund IX, L.P.?

Berkshire Fund IX, L.P. is managed by Berkshire Partners LLC.

Does Berkshire Fund IX, L.P. disclose returns?

No. Private funds are not required to publicly disclose performance. Form ADV reports assets, structure, and service providers.

Manager

Service providers

Prime broker
None reported
Auditor

Reported gross assets

$5.36B▲ 2%
Mar '25 — $5.24BApr '25 — $5.24BMay '25 — $5.24BJun '25 — $5.24BJul '25 — $5.24BAug '25 — $5.24BSep '25 — $5.24BOct '25 — $5.24BNov '25 — $5.24BDec '25 — $5.24BJan '26 — $5.24BFeb '26 — $5.24BMar '26 — $5.36BApr '26 — $5.36BMay '26 — $5.36BJun '26 — $5.36B
Mar '25Form ADV, monthlyJun '26

How this fund compares

Gross assetsTop 1%
Larger than 99% of 67,041 private funds
Gross assets vs Private Equity FundsTop 1%
Larger than 99% of 31,066 private equity funds
Minimum investmentTop 6%
Higher than 94% of funds reporting a minimum

Investor base

Adviser & related persons%
Funds of funds42%
Non-U.S. persons9%
Share of the fund's beneficial ownership reported on Form ADV. Categories can overlap.