Quick Facts
Berkshire Asset Management was founded in 1986 and has since grown to roughly $2.2 Billion under supervision* as of 3.31.2020. We have grown by providing an exceptional level of client service and delivering consistent investment results. We are confident this disciplined approach to expansion is a logical and rewarding way to conduct our business. Our clients include retirement plans, high net worth individuals, institutions and charitable organizations.
Berkshire distinguishes itself from the competition through our exacting investment philosophy and process. We also offer high quality client service with personalized investment advice.
Berkshire is a SEC registered investment advisor.** From 1999 to 2007 the firm was owned by Legg Mason Inc. a global asset management firms.
The firm is now employee owned and operated. Located in Wilkes-Barre, Pennsylvania, we employ 6 investment professionals and 4 operational personnel.
*As of 3/31/2020 – Assets under supervision include all assets directed and supervised by Berkshire Asset Management through all arrangements. Berkshire participates as an adviser providing investment management services to clients of institutional wrap fee programs. This Includes but not limited to assets directed through various custodial arrangements, wrap fee, uma structure and model portfolios at third party organizations.
** SEC registration does not constitute an endorsement of the firm by the commission nor does it indicate that the adviser has attained a particular level of skill or ability.
Berkshire – Annual Update Form ADV 2019_filed 3.30.2020
Berkshire – 2020 Form ADV Part 2A_Part 2B and Privacy Policy Combined
Berkshire – 2020 ADV Part 3 – Form CRS
Berkshire Asset Management, LLC (“BAM”) is a Registered Investment Advisor under the Investment Advisors Act of 1940. Registration as an Investment Advisor does not imply any level of skill or training. *Berkshire Asset Management, Inc. was formed in 1986 as a SEC registered investment adviser. In 1999 the company was sold to Legg Mason. In 2007, senior leadership repurchased the firm, forming BAM. In December 2022, iM Global Partner, a leading global asset management network, made a strategic, non-controlling investment in Berkshire. All information contained herein is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services. Access to BAM is only available to clients pursuant to an investment advisory agreement and accepting delivery of BAM’s Form ADV Part 2A, 2B, and 3. You are encouraged to read those documents carefully. BAM manages portfolios for individuals and institutions. All investing carries risk including risk of principal loss. No statement made herein shall construe investment advice. All statements made herein are opinions of BAM and subject to change. Berkshire assumes no responsibility towards the accuracy of the data included.
