| 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 |
Berkshire Capital Holdings Inc reports $221.2 million in regulatory assets under management on its Form ADV.
Berkshire Capital Holdings Inc reports 2 employees.
Berkshire Capital Holdings Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $221.2M |
| Non-discretionary | $0 |
| Total (RAUM) | $221.2M |