Berkshire Asset Management is a fund manager in Wilkes-barre with $2.06 bn assets under management.
Company profile
Website
Employees
Location
Fiscal year end
Former names
Berkshire Asset Management Inc
SEC CIK
IRS number
260256914
SEC advisor number
801-68485
FINRA CRD number
145463
AUM ?
$2.31 bn
(as of 3 Apr 24)
Accounts
2,333
(as of 3 Apr 24)
Employees
10
(6 investment advisory or research)
Address
Berkshire Asset Management
46 PUBLIC SQUARE
WILKES BARRE
PA 18701
46 PUBLIC SQUARE
WILKES BARRE
PA 18701
Phone
5708252600
Brochures
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Berkshire Asset Management, LLC | $2.06 bn | |
Berkshire Growth Fund | $22.63 mm | Other Private Fund |
Berkshire Partnership | $7.16 mm | Hedge Fund |
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 Aug 24
13F-HR
Quarterly holdings report by institutional manager
14 May 24
13F-HR
Quarterly holdings report by institutional manager
9 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
6 Jun 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
12 Aug 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22