Berkshire Asset Management
- Company typePrivate
- Founded1986
- HeadquartersWilkes Barre, United States
- Headcount11–50
- GTM typeB2B and B2C
- OfferingServices
Berkshire Asset Management firmographics
Firmographics- Name
- Berkshire Asset Management
- Legal name
- Berkshire Asset Management, LLC
- Website
- https://berkshireasset.com
- Company type
- Private
- Founded year
- 1986
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Where Berkshire Asset Management is headquartered
LocationHeadquarters
- HQ city
- Wilkes Barre
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Berkshire Asset Management business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Investment Advisory Services: Fee-based investment advisory services provided to high-net-worth individuals, institutions, and retirement plans. Access to BAM is only available to clients pursuant to an investment advisory agreement.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Investment advisory services for individuals and institutions |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels3 records
Berkshire Asset Management product offering
Product offeringCore offering
Berkshire Asset Management is a Registered Investment Advisor that provides fee-based investment advisory services through a focused lineup of equity and multi-asset strategies. Its flagship is the Berkshire Dividend Growth Strategy, a large-cap dividend growth equity strategy that employs a proprietary "Forward Looking" bottom-up selection process to identify perennial dividend growers, complemented by Core Equity, Fixed Income, and Asset Allocation strategies, plus Tax Alpha Transition, Investment Policy Statement, and Practice Management services for individual and institutional clients.
Product overview
Berkshire Asset Management is a Registered Investment Advisor offering a focused portfolio of investment strategies and services. The core product suite centers on the Berkshire Dividend Growth Strategy (flagship strategy), complemented by the Core Equity Strategy, Fixed Income Strategy, and Asset Allocation Approach. Additional services include the Tax Alpha Transition Strategy for portfolio transfers, Investment Policy Statement development, and Practice Management services for financial advisors. The firm serves individual investors (family wealth management, retirement plans) and institutional clients through its Wilkes-Barre, PA office.
Differentiator
Problem solved
Functional benefit
Products and services
- Berkshire Dividend Growth Strategy Berkshire's flagship equity strategy employing a large-cap dividend growth approach. Focuses on growing investor income over time through a diversified portfolio of 30-40 companies, using a forward-looking bottom-up selection process to identify perennial dividend growers before they are fully recognized by the market.
- Berkshire Core Equity Strategy Takes the mindset of an entrepreneur seeking to purchase entire companies for the long term. Employs reasonable diversification while seeking to maintain overall large capitalization bias and strives to remain disciplined during periods of under-performance.
- Berkshire Fixed Income Strategy Provides consistent, steady cash flow with focus on preservation of capital. Maintains a high quality and liquid bond portfolio while being opportunistic regarding the term structure and level of interest rates, keeping embedded transaction costs low.
- Berkshire Asset Allocation Approach Provides broader diversification amongst various asset classes through a consultative approach to meet unique investor needs. Operates on a low cost, open architecture platform.
- Family Wealth Management Solutions Comprehensive wealth management services for individual investors including family wealth management, portfolio consulting services, and separate account management.
- Retirement Plan Services 401k and 403b administration and investment services for retirement plans.
- Investment Policy Statement Services Development of Investment Policy Statements that serve as agreements between Berkshire and clients, regularly reviewed to ensure allocations align with long-term financial objectives.
- Practice Management Services Consultative services for financial advisors including practice management insights and guidance, aimed at helping advisors achieve greater efficiency, scalability, and differentiation. Features an 'Un-Wholesaling' approach to redefining advisor/manager relationships.
Quantifiable outcome
- S&P 500 Total Return Index returned 160,000% from 1950-2020 with dividends reinvested vs 17,000% price return, demonstrating power of dividend compounding
Companies that use Berkshire Asset Management
Customer profileSegments3 records
Ideal customer profiles3 records
Berkshire Asset Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Berkshire Asset Management partnerships and signals
Strategic signalScale indicators2 records
Recent moves7 records
Expansion highlights4 records
Berkshire Asset Management competitors and assessment
Company assessmentDirect peers
- Copeland Capital Management: Boutique dividend-focused RIA with similar large-cap dividend growth strategy and advisor distribution model. Directly comparable product and customer base, similar scale and ownership profile.
- Haverford Trust Company: Boutique RIA specializing in dividend growth and quality equity strategies for HNW and institutional clients. Closely comparable investment philosophy, client mix, and Pennsylvania regional roots.
- Snow Capital Management: Dividend-focused boutique equity manager with advisor and institutional distribution. Highly comparable dividend growth investment process and boutique firm structure.
- Manning & Napier: Mid-sized boutique RIA offering active equity strategies including dividend-oriented approaches to advisors and institutions. Comparable business model, scale, and customer segments.
- Reinhart Partners: Boutique investment manager employing dividend growth equity strategies for HNW and institutional clients. Closely comparable in size, philosophy, and customer segments.
Broad incumbents
- Calamos Asset Management: Established dividend growth and convertible specialist manager with broader product suite and deeper institutional presence. Comparable dividend growth thesis at larger scale.
- Lazard Asset Management: Large global asset manager with dividend and quality equity strategies. Overlaps with Berkshire on dividend growth product but at materially larger scale and broader product range.
- Touchstone Investments: Mid-sized diversified asset manager with dividend growth mutual fund offerings. Comparable advisor distribution and dividend product overlap, though with a broader fund lineup.
Emerging players
- WisdomTree Investments: ETF provider specializing in dividend and quality-weighted equity strategies. Competes for the same advisor wallet share via passive dividend products, pressuring fee structures across the dividend growth category.
Regional players
- Brightworth Wealth Advisors: Wealth advisory firm offering portfolio management with dividend and growth equity strategies. Comparable client base but primarily competes as a local/regional wealth manager rather than sub-advisor.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Berkshire Asset Management social profiles
Digital presenceBerkshire Asset Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Berkshire Asset Management leadership team
Management profileNumber of profiles
Profiles6 records
Berkshire Asset Management funding detail
Funding detailFunding overview
Funding rounds1 record
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Berkshire Asset Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Berkshire Asset Management
What does Berkshire Asset Management do?
Berkshire Asset Management is a Registered Investment Advisor that provides fee-based investment advisory services through a focused lineup of equity and multi-asset strategies. Its flagship is the Berkshire Dividend Growth Strategy, a large-cap dividend growth equity strategy that employs a proprietary "Forward Looking" bottom-up selection process to identify perennial dividend growers, complemented by Core Equity, Fixed Income, and Asset Allocation strategies, plus Tax Alpha Transition, Investment Policy Statement, and Practice Management services for individual and institutional clients.
Is Berkshire Asset Management a public or private company?
Berkshire Asset Management is a private company. It is classified as management employee owned and is currently operating.
When was Berkshire Asset Management founded?
Berkshire Asset Management was founded in 1986. It employs 11 to 50 people.
Where is Berkshire Asset Management based?
Berkshire Asset Management is headquartered in Wilkes Barre, United States, in the North America region.
How does Berkshire Asset Management make money?
One revenue line is on record: investment Advisory Services.
Who are Berkshire Asset Management's main competitors?
Direct peers on record are Copeland Capital Management, Haverford Trust Company, Snow Capital Management, Manning & Napier and Reinhart Partners. Broad incumbents are Calamos Asset Management, Lazard Asset Management and Touchstone Investments. WisdomTree Investments is listed as an emerging player. Brightworth Wealth Advisors is listed as a regional player.
Does Berkshire Asset Management have an API?
No public API is recorded for Berkshire Asset Management.