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Berkshire Growth Fund

Other Private FundFund ID 805-7070606791Pennsylvania, United States
Gross assets
$23.3M
Min. investment
$25K
Beneficial owners
45
Size rank
Top 66%
Audited
Yes
Structure
Standalone

About this fund

Berkshire Growth Fund is a other private fund managed by Berkshire Asset Management, LLC. The fund reports $23.3 million in gross assets, placing it among the top 66% of private funds by size. The stated minimum investment is $25,000. 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 ID805-7070606791
Fund typeOther Private Fund — LARGE CAP STOCK
3(c)(1) exclusionYes
3(c)(7) exclusionNo
Master fundNo
Feeder fundNo
Fund of fundsNo
Relies on exemption from registrationNo
Annual auditYes
Prepared per GAAPYes
Sub-advisedNo
Sales limited to qualified investorsYes
% of assets independently valued100%

Ownership

Owned by the adviser or related persons1%
Owned by funds of funds0%
Owned by non-U.S. persons0%

Other funds from this manager

FundTypeGross assets
Berkshire PartnershipHedge$6.6M

Frequently asked questions

How large is Berkshire Growth Fund?

Berkshire Growth Fund reports $23.3 million in gross assets, among the top 66% of private funds by size.

What is the minimum investment for Berkshire Growth Fund?

The stated minimum investment is $25,000.

Who manages Berkshire Growth Fund?

Berkshire Growth Fund is managed by Berkshire Asset Management, LLC.

Does Berkshire Growth Fund disclose returns?

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

Manager

Service providers