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| Berkshire Asset Management LLC
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| |
|---|---|
| CRD # | 145463 |
| SEC # | 801-68485 |
| CIK # | 0000949012 |
| AUM | $2.3 BB (2024-03-27) |
| Employees | 10 (60% Investors, 10% Brokers) |
| Phone | 570-825-2600 |
| Address | 46 Public Square Wilkesbarre, PA 18701-2609 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| MSFT | 1,918.2 | 0.1 | |
| JPM | 340.2 | 0.1 | |
| ABBV | 269.5 | 0.1 | |
| BAC | 278.3 | 0.1 | |
| CVX | 294.6 | 0.1 | |
| QCOM | 147.4 | 0.1 | |
| AAPL | 2,382.8 | 0.1 | |
| NUE | 28.7 | 0.1 | |
| WM | 61.8 | 0.1 | |
| CSCO | 178.3 | 0.0 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | Berkshire Growth Fund | 2012-03-28 | 2.1 | |
| HF | Berkshire Partnership | 2012-03-28 | 5.9 | |
| HF | Darkhorse Opportunity Fund | 2012-03-28 | 1.5 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 23 | 0.0 |
| (b) Individuals (high net worth individuals) | 2,192 | 2.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 0.0 |
| (g) Pension and profit sharing plans | 30 | 0.1 |
| (h) Charitable organizations | 57 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 26 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 2,333 | 2.3 |
| By Discretionary | ||
| Discretionary | 2,314 | 2.2 |
| Non-Discretionary | 19 | 0.1 |
| Total | 2,333 | 2.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.3 | |
| Total | 2,333 | 2.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0000949012] |
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|---|---|---|
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Greenwich Wealth Management LLC
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