Multi-Family OfficeRIA · CRD 122389SEC-Registered

Updated:

Berkshire Advisors

Jay R. Kemmerer established Berkshire Advisors in 1992 from his existing financial-services operations. The firm operates as a multi-family office serving...

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Berkshire Advisors

Jay R. Kemmerer established Berkshire Advisors in 1992 from his existing financial-services operations. The firm operates as a multi-family office serving individuals and business owners with coordinated advisory services. Berkshire Advisors deploys capital across public equities, private markets, and fixed-income instruments. It maintains a Select Equity Portfolio sub-advised through Penn Street Advisors. Geographic exposure spans North America and Asia. The firm structures portfolios through direct advisory relationships rather than external fund commitments. The team remains lean, with Jay R. Kemmerer Jr. serving as Investment Advisor Representative and Jeffrey Scott Salvati as Senior Analyst since 2009. No additional offices are disclosed. The firm participates in local professional networks including the Rotary Club of West Reading-Wyomissing. Berkshire Advisors maintains a hybrid advisory model that combines investment management with estate and succession planning under one roof. This integrated approach distinguishes it from pure investment vehicles or larger multi-family platforms.

General information

Firm type

Multi Family Office

Year founded

1992

AUM

107 (Altss estimate)

Location

Region

North America

Country

United States

City

Wyomissing

Corporate office

Wyomissing, PA, United States

Principals

Jay R. Kemmerer Jr.

Investment Advisor Representative

Jeffrey Scott Salvati

Senior Analyst

Sector focus

GovTech

Frequently asked questions

Who runs investment decisions at Berkshire Advisors?

Jay R. Kemmerer Jr. serves as Investment Advisor Representative. Jeffrey Scott Salvati has acted as Senior Analyst since 2009.

How does Berkshire Advisors source proprietary deal flow?

The firm relies on direct relationships with affluent families and closely held businesses in its local market. No external deal-sourcing networks are disclosed.

Is Berkshire Advisors structured as a single family office or does it operate more like a venture firm?

It functions as a multi-family office providing advisory services to multiple families and businesses rather than operating as a venture or private-equity manager.

Does Berkshire Advisors participate in fund commitments or only direct deals?

The firm structures portfolios through direct advisory mandates and a sub-advised Select Equity Portfolio. No external fund commitments are referenced.

Where does the underlying wealth come from?

The firm originated from founder Jay R. Kemmerer’s financial-services and asset-management enterprises.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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