Berkshire Capital Holdings Inc
● SEC registered since 1996CRD 107175SEC# 801-53149
Reg. AUM
$283M
Employees
2
Accounts
1
Location
—
Berkshire Capital Holdings Inc assets under management
Berkshire Capital Holdings Inc is a registered investment adviser overseen by the SEC. The firm has been registered since 1996. It reports $283 million in regulatory assets under management and employs 2 people.
Berkshire Capital Holdings Inc owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Lavon Hopper Fobes Control | Corporate Secretary | Over 75% | 2007 |
| Lesley Anne Buck Control | Chief Compliance Officer | Under 5% | 2023 |
| Malcolm Randall Fobes Control | Chairman/Ceo | Over 75% | 1993 |
Frequently asked questions
How much does Berkshire Capital Holdings Inc manage?
Berkshire Capital Holdings Inc reports $283 million in regulatory assets under management on its Form ADV.
How many employees does Berkshire Capital Holdings Inc have?
Berkshire Capital Holdings Inc reports 2 employees.
Does Berkshire Capital Holdings Inc disclose fund performance?
Berkshire Capital Holdings Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | (408) 526-0707 |
| Office hours | 7:00 a.m. To 4:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$283M▲ 28%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 64%
Larger than 36% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$283Mregulatory AUM
Discretionary $283M