Berkshire Asset Management
Asset Manager SEC-registered adviser
Legal name: Berkshire Asset Management, LLC
Wilkes-Barre, PA Website
AUM
$2.8B
Regulatory AUM
Private funds
2
Other 1 · Hedge Fund 1
Private fund assets
$28.3M
Gross asset value
Employees
11
Last Form D raise
—
From SEC Form ADV filing (filed Mar 30, 2026). View on SEC
People(5)
Owners and executive officers named on the firm's SEC Form ADV.
G
G
J
K
M
Funds(2)
Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.
| Fund | Type | Gross assets | Raised (Form D) | Investors | Last Form D | Recency |
|---|---|---|---|---|---|---|
| Berkshire Growth Fund | Other | $20.2M | — | — | — | |
| Berkshire Partnership | Hedge Fund | $8.1M | — | — | — |
Board seats
Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.
No board seats matched from SEC filings yet.
Regulatory identifiers
- CRD number
- 145463
- SEC file number
- 801-68485
- CIK
- 949012
Sources
- SEC Form ADV Oct 14, 2026