Allocator Index · CRD 145463

BERKSHIRE ASSET MANAGEMENT, LLC

Wilkes Barre, PA · 570-825-2600 · berkshireasset.com/

SEC IAPD record ↗

Fit score

82

  • hnw>=500+22
  • aum $250M-$3.0B+22
  • any_private_fund+22
  • hnw_majority+8
  • employees 3-60+8

HNW clients

2,318

Other individuals

4

HNW assets

$2.36B

Total AUM

$2.79B

Employees

11

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

FundTypeGross asset value
BERKSHIRE GROWTH FUNDOther Private Fund$20.2M
BERKSHIRE PARTNERSHIPHedge Fund$8.1M