Investment adviser · CRD 145463
BERKSHIRE ASSET MANAGEMENT, LLC
Investment adviser filing (IA)
WILKES-BARRE, PA, United States · Form ADV filed Mar 30, 2026
- Regulatory AUM
- $2.79B Form ADV · Item 5.F
- Client accounts
- 2,486 Accounts, not individual clients
- Employees
- 11 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 2,318 | $2,361,811,216 | 84.7% |
| Charities | 64 | $206,382,991 | 7.4% |
| Corporations & businesses | 26 | $91,744,690 | 3.3% |
| Retirement plans | 63 | $70,177,208 | 2.5% |
| Pooled investment vehicles | 2 | $28,281,044 | 1.0% |
| Insurance companies | Fewer than 5 | $20,774,422 | 0.7% |
| Investment companies | 1 | $8,687,185 | 0.3% |
| Individuals | Fewer than 5 | $1,172,834 | 0.0% |
Filing source
Form ADV 2048295 · Mar 30, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
3 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
BERKSHIRE GROWTH FUNDOther Private Fund · Last reported Mar 30, 2026$20.2MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
KRONICK KALADA BERDY & CO.
PCAOB 448
CHARLES SCHWAB & CO., INC.
SEC 8-16514
CHARLES SCHWAB & CO., INC.
CRD 5393 · SEC 8-16514
Fund details & source
- Fund ID
- 805-7070606791
- Reported beneficial owners
- 42
- Minimum commitment
- $25K
Form ADV 2048295 · Mar 30, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
BERKSHIRE PARTNERSHIPHedge Fund · Last reported Mar 30, 2026$8.12MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
KRONICK KALADA BERDY & CO.
PCAOB 448
CHARLES SCHWAB & CO., INC.
SEC 8-16514
CHARLES SCHWAB & CO., INC.
CRD 5393 · SEC 8-16514
Fund details & source
- Fund ID
- 805-4215662596
- Reported beneficial owners
- 3
- Minimum commitment
- $100K
Form ADV 2048295 · Mar 30, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
DARKHORSE OPPORTUNITY FUNDHedge Fund · Last reported Mar 26, 2015$1.46MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
CHARLES SCHWAB & CO., INC.
SEC 8-16514
CHARLES SCHWAB & CO., INC.
CRD 5393 · SEC 8-16514
Fund details & source
- Fund ID
- 805-2650882742
- Reported beneficial owners
- 3
- Minimum commitment
- $250K
Form ADV 884957 · Mar 26, 2015 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 30, 2026. View historical filings
Reported services
Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Fixed · Performance-based
Principal office
46 PUBLIC SQUARE, SUITE 700WILKES-BARRE, PA, 18701-2609, United States
CRD 145463
Filing source
Form ADV 2048295 · Mar 30, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.