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| Berkshire Asset Management LLC
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| CRD # | 145463 |
| SEC # | 801-68485 |
| CIK # | 0000949012 |
| AUM | 2,789.0 M (2026-03-30) |
| Employees | 11 (55% Investors, 9% Brokers) |
| Fees | |
| Minimum | |
| Phone | 570-825-2600 |
| Address | 46 Public Square Wilkesbarre, PA 18701-2609 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0000949012 |
| Sector | Form 13F Holdings | Value ($B) |
|---|---|---|
| J P Morgan Chase & Co | 0.1 | |
| AbbVie Inc | 0.1 | |
| Chevron Corp | 0.1 | |
| Apple Inc | 0.1 | |
| Microsoft Corp | 0.1 | |
| Cisco Systems Inc | 0.1 | |
| Johnson & Johnson | 0.1 | |
| Nucor Corp | 0.1 | |
| Bank of America Corp /DE/ | 0.1 | |
| Waste Management Inc | 0.1 | |
| Tyco Electronics Ltd | 0.1 | |
| Lockheed Martin Corp | 0.1 | |
| Denali Holding Inc | 0.1 | |
| M&T Bank Corp | 0.1 | |
| Honeywell International Inc | 0.0 | |
| Wal Mart Stores Inc | 0.0 | |
| Norfolk Southern Corp | 0.0 | |
| PPL Corp | 0.0 | |
| Ace Ltd | 0.0 | |
| PNC Financial Services Group Inc | 0.0 | |
| Emerson Electric Co | 0.0 | |
| Kinder Morgan Inc | 0.0 | |
| EOG Resources Inc | 0.0 | |
| Deere & Co | 0.0 | |
| McDonalds Corp | 0.0 | |
| Qualcomm Inc/DE | 0.0 | |
| Schwab Charles Corp | 0.0 | |
| Bristol Myers Squibb Co | 0.0 | |
| Lowes Companies Inc | 0.0 | |
| Kraft Foods Inc | 0.0 | Prev | Page 1 | Next |
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | Berkshire Growth Fund | 2012-03-28 | 20.2 M | |
| HF | Berkshire Partnership | 2012-03-28 | 8.1 M | |
| HF | Darkhorse Opportunity Fund | 2012-03-28 | 1.5 M |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4 | 0.0 |
| (b) Individuals (high net worth individuals) | 2,318 | 2.4 |
| (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 | 63 | 0.1 |
| (h) Charitable organizations | 64 | 0.2 |
| (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 | 2,486 | 2.8 |
| By Discretionary | ||
| Discretionary | 2,462 | 2.7 |
| Non-Discretionary | 24 | 0.1 |
| Total | 2,486 | 2.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.8 | |
| Total | 2,486 | 2.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000949012] | |
| SC 13G | [0000949012] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Berkshire Asset Management LLC/Pa | Litman Gregory Funds Trust | [2025-05-12] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.5B |
| Clients | 4 |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund |
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|---|---|---|
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|
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✚
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