Berkshire Capital Holdings Inc
Firm details
- Headquarters
- ,
- CRD number
- 107175
- Registered since
- October 30, 1996
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Berkshire Capital Holdings Inc is a corporation operating as an institutional registered investment adviser; it has been SEC-registered since 1996 and is owned by an individual. The firm serves an institutional client base and charges fees as a percentage of assets under management. Its stated advisory activity is portfolio management for investment companies. Berkshire Capital Holdings Inc is not flagged as an active ESG investor, is not a multi-state adviser, and is not identified as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Malcolm Fobes
Founder, Chief Executive Officer and Chief Investment OfficerCRD 1533793
Contacts
2 of 2
Lesley Buck
Manager of Client ServicesCRD 4937235
Lavon Fobes
Corporate SecretaryCRD 5510765
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 4Active vs passive
$15.6K in ETFs
95%
$14.8K
0%
$732
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $7.4K | 10 | 47.30% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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