BERKSHIRE ASSET MANAGEMENT, LLC
CRD #145463 SEC #801-68485 WILKES-BARRE, PA 570-825-2600
SEC Registered Private Funds
Total AUM
$2.5B
Discretionary
$2.4B
Employees
10
Clients
--
Accounts
2,467
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $2.5B | $2.4B | $176M | 10 | 6 |
| Apr 2024 | $2.3B | $2.2B | $86.6M | 10 | 6 |
| Mar 2024 | $2.3B | $2.2B | $86.6M | 10 | 6 |
| Mar 2023 | $2.1B | $2B | $151.1M | 10 | 7 |
| Mar 2022 | $2.1B | $1.9B | $168.1M | 10 | 9 |
| Nov 2021 | $1.8B | $1.6B | $194.1M | 10 | 10 |
| Mar 2021 | $1.8B | $1.6B | $194.1M | 10 | 10 |
| Jun 2020 | $1.7B | $1.5B | $176.2M | 10 | 10 |
| Mar 2020 | $1.7B | $1.5B | $176.2M | 10 | 10 |
| Mar 2019 | $1.6B | $1.5B | $162M | 10 | 4 |
| Aug 2018 | $1.5B | $1.3B | $212.5M | 8 | 5 |
| Mar 2018 | $1.5B | $1.3B | $212.5M | 8 | 5 |
| Apr 2017 | $1.3B | $1.2B | $150.6M | 8 | 1,200 |
| Mar 2017 | $2.2B | $1.5B | $689.6M | 8 | 1,200 |
| Nov 2016 | $966.4M | $849.7M | $116.7M | 8 | 900 |
| Apr 2016 | $966.4M | $849.7M | $116.7M | 8 | 900 |
| Mar 2016 | $966.4M | $849.7M | $116.7M | 8 | 900 |
| Mar 2015 | $965.8M | $828.6M | $137.2M | 7 | 700 |
| Mar 2014 | $867.2M | $742.9M | $124.3M | 7 | 425 |
| Mar 2013 | $703M | $621M | $82M | 7 | 400 |
| May 2012 | $662.7M | $533.4M | $129.3M | 6 | 400 |
| Mar 2012 | $662.7M | $533.4M | $129.3M | 6 | 400 |
| Mar 2011 | $650.9M | $534.2M | $116.8M | 10 | -- |
| Mar 2009 | $404.1M | $363.4M | $40.7M | 10 | -- |
| Oct 2007 | $697.3M | $633.9M | $63.4M | 10 | -- |
| Oct 2007 | $697.3M | $633.9M | $63.4M | 10 | -- |
| Oct 2007 | $697.3M | $633.9M | $63.4M | 10 | -- |
DateMar 2025
Total AUM$2.5B
Discretionary$2.4B
Non-Disc.$176M
Employees10
Clients6
DateApr 2024
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$86.6M
Employees10
Clients6
DateMar 2024
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$86.6M
Employees10
Clients6
DateMar 2023
Total AUM$2.1B
Discretionary$2B
Non-Disc.$151.1M
Employees10
Clients7
DateMar 2022
Total AUM$2.1B
Discretionary$1.9B
Non-Disc.$168.1M
Employees10
Clients9
DateNov 2021
Total AUM$1.8B
Discretionary$1.6B
Non-Disc.$194.1M
Employees10
Clients10
DateMar 2021
Total AUM$1.8B
Discretionary$1.6B
Non-Disc.$194.1M
Employees10
Clients10
DateJun 2020
Total AUM$1.7B
Discretionary$1.5B
Non-Disc.$176.2M
Employees10
Clients10
DateMar 2020
Total AUM$1.7B
Discretionary$1.5B
Non-Disc.$176.2M
Employees10
Clients10
DateMar 2019
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$162M
Employees10
Clients4
DateAug 2018
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$212.5M
Employees8
Clients5
DateMar 2018
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$212.5M
Employees8
Clients5
DateApr 2017
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$150.6M
Employees8
Clients1,200
DateMar 2017
Total AUM$2.2B
Discretionary$1.5B
Non-Disc.$689.6M
Employees8
Clients1,200
DateNov 2016
Total AUM$966.4M
Discretionary$849.7M
Non-Disc.$116.7M
Employees8
Clients900
DateApr 2016
Total AUM$966.4M
Discretionary$849.7M
Non-Disc.$116.7M
Employees8
Clients900
DateMar 2016
Total AUM$966.4M
Discretionary$849.7M
Non-Disc.$116.7M
Employees8
Clients900
DateMar 2015
Total AUM$965.8M
Discretionary$828.6M
Non-Disc.$137.2M
Employees7
Clients700
DateMar 2014
Total AUM$867.2M
Discretionary$742.9M
Non-Disc.$124.3M
Employees7
Clients425
DateMar 2013
Total AUM$703M
Discretionary$621M
Non-Disc.$82M
Employees7
Clients400
DateMay 2012
Total AUM$662.7M
Discretionary$533.4M
Non-Disc.$129.3M
Employees6
Clients400
DateMar 2012
Total AUM$662.7M
Discretionary$533.4M
Non-Disc.$129.3M
Employees6
Clients400
DateMar 2011
Total AUM$650.9M
Discretionary$534.2M
Non-Disc.$116.8M
Employees10
Clients--
DateMar 2009
Total AUM$404.1M
Discretionary$363.4M
Non-Disc.$40.7M
Employees10
Clients--
DateOct 2007
Total AUM$697.3M
Discretionary$633.9M
Non-Disc.$63.4M
Employees10
Clients--
DateOct 2007
Total AUM$697.3M
Discretionary$633.9M
Non-Disc.$63.4M
Employees10
Clients--
DateOct 2007
Total AUM$697.3M
Discretionary$633.9M
Non-Disc.$63.4M
Employees10
Clients--