# Berkshire Money Management

Berkshire Money Management is a Bank / Wealth / Trust based in Dalton, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Dalton, United States
- **Region:** North America
- **Address:** Dalton, MA, United States
- **Founded:** 2001
- **Assets under management:** Undisclosed
- **Website:** berkshiremm.com
- **LinkedIn:** https://www.linkedin.com/company/berkshiremm

## Regulatory record

- **CRD number:** 124873
- **SEC file number:** 801-61763
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/124873

## About

Berkshire Money Management was established in 2001 as a Massachusetts-based wealth manager and registered investment advisor. The firm provides financial planning, college planning, and portfolio management to high-net-worth individuals, families, and institutions. No specific asset-class allocations, named holdings, or geographic deployment details are disclosed in source materials. No information on team size, additional offices, or recent operational events from the last 24 months is available. No structural differentiators such as succession plans, hybrid vehicles, or unique sourcing models are documented.

## Questions

### Who runs investment decisions at Berkshire Money Management?

No named principals or investment committee members are identified in available sources.

### Does Berkshire Money Management participate in fund commitments or only direct deals?

Source materials provide no information on fund commitments, direct deals, or co-investments.

## Related profiles

- [BERKS Group](https://altss.com/profile/berks-group)
- [Berkshire Partners](https://altss.com/profile/berkshire-partners)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/berkshire-money-management

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