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
Vice President and Member
G
Vice President and Member
J
Vice President and Class C Member
K
President, CEO, CIO and Managing Member
M
Vice President and Member

Funds(2)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Berkshire Growth FundOther$20.2M———
Berkshire PartnershipHedge 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