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 that has been SEC-registered since 1996 and operates as an advisor to institutional clients. The firm charges fees as a percentage of assets under management and lists portfolio management for investment companies as its primary advisory activity. Ownership is held by an individual, and the firm does not identify as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser.
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 5Active vs passive
$10.9K in ETFs
99%
$10.8K
0%
$153
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $5.8K | 10 | 52.72% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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