Berkshire Asset Management, LLC

RIASEC Registered

Total AUM

$2.8B

Discretionary

$2.7B

96% of AUM

Avg account

$1.1M

Accounts

2,486

Employees

Advisory reps

Firm details

Headquarters: Wilkes Barre, Pennsylvania
CRD number: 145463
Registered since: July 1, 2007
Website: www.berkshireasset.com
Custodians: CHARLES SCHWAB & CO., INC., WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI84.68%
Charitable Organizations7.4%
Corporations / Businesses3.29%
Pension & Profit Sharing Plans2.52%
Pooled Investment Vehicles1.01%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Berkshire Asset Management, LLC is an SEC-registered investment adviser (registered with the SEC in 2007) organized as a limited liability company and classified as a hedge fund. The firm serves both individual and family clients as well as institutional investors, offering portfolio management across individual accounts, pooled vehicles and investment companies. Its advisory scope includes selection of other advisers and pension consulting services. Fee arrangements include asset-based fees, fixed fees and performance-based fees. The firm is not identified as an active ESG investor.