BERKSHIRE FINANCIAL SERVICES LLC

Overview

Berkshire Financial Services LLC is organized as a limited liability company that positions itself primarily as a capital allocator and a manager-of-managers type adviser. Its reported advisory activity centers on the selection of other advisers, which indicates the firm’s role is largely focused on sourcing, evaluating and allocating client capital to third‑party investment managers rather than running direct in‑house trading teams. The firm is not identified as an active ESG investor and is described under an unclassified business profile, suggesting a narrow or specialized operating model rather than a broad retail advisory platform. The firm lists an accountant among its industry affiliations, which aligns with a back‑office or professional services support model consistent with adviser selection and due diligence operations. Ownership is recorded as individual; fee arrangements are listed generically as “other,” implying nonstandard or bespoke pricing rather than a simple AUM percentage or flat retainer structure.

Assets & Accounts

Location & Offices