Berkshire Asset Management, LLC
● SEC registered since 2007CRD 145463SEC# 801-68485Wilkes-Barre, PA
Ranks #1,828 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$2.79B
Fund GAV
$28.3M
Private funds
2
Employees
11
Accounts
2,486
Location
Wilkes-Barre, PA
Berkshire Asset Management, LLC assets under management
Berkshire Asset Management, LLC is a registered investment adviser overseen by the SEC based in Wilkes-Barre, PA. The firm has been registered since 2007. It reports $2.8 billion in regulatory assets under management and employs 11 people. Berkshire Asset Management, LLC manages 2 private funds with combined gross assets of $28.3 million, including Berkshire Growth Fund. By regulatory assets, it ranks 1,828 of 6,004 private fund managers.
Berkshire Asset Management, LLC private funds
2 funds · $28.3M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Berkshire Growth Fund | Other Private | $20.2M | $25K |
| Berkshire Partnership | Hedge | $8.1M | $100K |
Berkshire Asset Management, LLC owners & executives
12 reported| 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 |
See all 12 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Berkshire Asset Management, LLC manage?
Berkshire Asset Management, LLC reports $2.8 billion in regulatory assets under management on its Form ADV.
How many private funds does Berkshire Asset Management, LLC manage?
Berkshire Asset Management, LLC manages 2 private funds with combined gross assets of $28.3 million.
How many employees does Berkshire Asset Management, LLC have?
Berkshire Asset Management, LLC reports 11 employees.
Where is Berkshire Asset Management, LLC located?
Berkshire Asset Management, LLC is based in Wilkes-Barre, PA and has been SEC-registered since 2007.
Does Berkshire Asset Management, LLC disclose fund performance?
Berkshire Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$2.79B▲ 10%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 18%
Larger than 82% of 16,271 advisers
AUM vs fund managersTop 30%
Larger than 70% of 6,004 private-fund managers
Number of fundsTop 63%
More funds than 37% of fund managers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$2.79Bregulatory AUM
Discretionary $2.68BNon-discretionary $104.2M
Fund type mix
Other Private1
Hedge1