BERKSON ASSET MANAGEMENT, INC.
CRD #131029 SEC #801-63172 WOODLAND HILLS, CA 818-449-3124
SEC Registered
Total AUM
$221.3M
Discretionary
$27M
Employees
5
Clients
1
Accounts
171
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2022 | $221.3M | $27M | $194.3M | 5 | 0 |
| Mar 2022 | $221.3M | $27M | $194.3M | 5 | 0 |
| Mar 2021 | $206.9M | $26.3M | $180.6M | 5 | 0 |
| Jun 2020 | $187.8M | $26.1M | $161.8M | 5 | 0 |
| Jan 2020 | $187.8M | $26.1M | $161.8M | 5 | 0 |
| Aug 2019 | $156.7M | $21.8M | $134.9M | 5 | 0 |
| Mar 2019 | $156.7M | $21.8M | $134.9M | 5 | 0 |
| Mar 2018 | $168M | $25.7M | $142.4M | 5 | 0 |
| Sep 2017 | $165.7M | $24.5M | $141.2M | 5 | 26 |
| Mar 2017 | $156.5M | $15.6M | $141M | 5 | 26 |
| Mar 2016 | $141.7M | $15M | $126.6M | 5 | 26 |
| Mar 2015 | $144.6M | $18.2M | $126.4M | 5 | 26 |
| Mar 2014 | $126.2M | $13.3M | $112.9M | 6 | 26 |
| Mar 2013 | $114.1M | $13.3M | $100.8M | 5 | 26 |
| Mar 2012 | $104.4M | $12.2M | $92.2M | 6 | 26 |
| Jun 2011 | $84.4M | $0 | $84.4M | 10 | -- |
| Mar 2010 | $73.5M | $0 | $73.5M | 10 | -- |
| Mar 2009 | $60.7M | $0 | $60.7M | 5 | -- |
| Mar 2007 | $59.6M | $0 | $59.6M | 5 | -- |
| Mar 2006 | $47.5M | $0 | $47.5M | 5 | -- |
| Aug 2004 | $33.5M | $0 | $33.5M | 5 | -- |
| May 2004 | $33.5M | $0 | $33.5M | 5 | -- |
DateJun 2022
Total AUM$221.3M
Discretionary$27M
Non-Disc.$194.3M
Employees5
Clients0
DateMar 2022
Total AUM$221.3M
Discretionary$27M
Non-Disc.$194.3M
Employees5
Clients0
DateMar 2021
Total AUM$206.9M
Discretionary$26.3M
Non-Disc.$180.6M
Employees5
Clients0
DateJun 2020
Total AUM$187.8M
Discretionary$26.1M
Non-Disc.$161.8M
Employees5
Clients0
DateJan 2020
Total AUM$187.8M
Discretionary$26.1M
Non-Disc.$161.8M
Employees5
Clients0
DateAug 2019
Total AUM$156.7M
Discretionary$21.8M
Non-Disc.$134.9M
Employees5
Clients0
DateMar 2019
Total AUM$156.7M
Discretionary$21.8M
Non-Disc.$134.9M
Employees5
Clients0
DateMar 2018
Total AUM$168M
Discretionary$25.7M
Non-Disc.$142.4M
Employees5
Clients0
DateSep 2017
Total AUM$165.7M
Discretionary$24.5M
Non-Disc.$141.2M
Employees5
Clients26
DateMar 2017
Total AUM$156.5M
Discretionary$15.6M
Non-Disc.$141M
Employees5
Clients26
DateMar 2016
Total AUM$141.7M
Discretionary$15M
Non-Disc.$126.6M
Employees5
Clients26
DateMar 2015
Total AUM$144.6M
Discretionary$18.2M
Non-Disc.$126.4M
Employees5
Clients26
DateMar 2014
Total AUM$126.2M
Discretionary$13.3M
Non-Disc.$112.9M
Employees6
Clients26
DateMar 2013
Total AUM$114.1M
Discretionary$13.3M
Non-Disc.$100.8M
Employees5
Clients26
DateMar 2012
Total AUM$104.4M
Discretionary$12.2M
Non-Disc.$92.2M
Employees6
Clients26
DateJun 2011
Total AUM$84.4M
Discretionary$0
Non-Disc.$84.4M
Employees10
Clients--
DateMar 2010
Total AUM$73.5M
Discretionary$0
Non-Disc.$73.5M
Employees10
Clients--
DateMar 2009
Total AUM$60.7M
Discretionary$0
Non-Disc.$60.7M
Employees5
Clients--
DateMar 2007
Total AUM$59.6M
Discretionary$0
Non-Disc.$59.6M
Employees5
Clients--
DateMar 2006
Total AUM$47.5M
Discretionary$0
Non-Disc.$47.5M
Employees5
Clients--
DateAug 2004
Total AUM$33.5M
Discretionary$0
Non-Disc.$33.5M
Employees5
Clients--
DateMay 2004
Total AUM$33.5M
Discretionary$0
Non-Disc.$33.5M
Employees5
Clients--