| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Berkshire Growth Fund | Other Private | $23.3M | $25K |
| Berkshire Partnership | Hedge | $6.6M | $100K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles Daniel Martin | Chief Compliance Officer | Under 5% | 2020 |
| Gerard Mihalick | Vice President And Member | 5-10% | 2018 |
| Gregory Cameron Weaver | Vice President And Member | Under 5% | 2018 |
Berkshire Asset Management, LLC reports $2.5 billion in regulatory assets under management on its Form ADV.
Berkshire Asset Management, LLC manages 2 private funds with combined gross assets of $29.8 million.
Berkshire Asset Management, LLC reports 10 employees.
Berkshire Asset Management, LLC is based in Wilkes-Barre, PA and has been SEC-registered since 2007.
Berkshire Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 46 Public Square, Suite 700, Wilkes-Barre, PA 18701-2609 |
| Phone | 570-825-2600 |
| Fax | 570-825-2286 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 949012 |
| Discloses disciplinary history | No |
| Discretionary | $2.36B |
| Non-discretionary | $176M |
| Total (RAUM) | $2.54B |