Berkshire Growth Fund
Other Private FundFund ID 805-7070606791Pennsylvania, United States
Gross assets
$20.2M
Min. investment
$25K
Beneficial owners
42
Size rank
Top 69%
Audited
Yes
Structure
Standalone
About this fund
Berkshire Growth Fund is a other private fund managed by Berkshire Asset Management, LLC. The fund reports $20.2 million in gross assets, placing it among the top 69% 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 ID | 805-7070606791 |
| Fund type | Other Private Fund — LARGE CAP STOCK |
| 3(c)(1) exclusion | Yes |
| 3(c)(7) exclusion | No |
| Master fund | No |
| Feeder fund | No |
| Fund of funds | No |
| Relies on exemption from registration | No |
| Annual audit | Yes |
| Prepared per GAAP | Yes |
| Sub-advised | No |
| Sales limited to qualified investors | Yes |
| % of assets independently valued | 100% |
Other funds from this manager
| Fund | Type | Gross assets |
|---|---|---|
| Berkshire Partnership | Hedge | $8.1M |
Frequently asked questions
How large is Berkshire Growth Fund?
Berkshire Growth Fund reports $20.2 million in gross assets, among the top 69% 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
B
Wilkes-Barre, PA
Service providers
Reported gross assets
$20.2M▼ 13%
Mar '25Form ADV, monthlyJun '26
How this fund compares
Gross assetsTop 69%
Larger than 31% of 67,041 private funds
Gross assets vs Other Private FundsTop 71%
Larger than 29% of 8,892 other private funds
Minimum investmentTop 90%
Higher than 10% of funds reporting a minimum
Investor base
Adviser & related persons2%
Funds of funds%
Non-U.S. persons%
Share of the fund's beneficial ownership reported on Form ADV. Categories can overlap.