Berkshire Capital is an investment advisor in San Jose with $341.04 mm assets under management.
Company profile
Website
Employees
Location
SEC CIK
IRS number
770330031
SEC advisor number
801-53149
FINRA CRD number
107175
AUM ?
$341.04 mm
(as of 28 Mar 20)
Accounts
1
(as of 28 Mar 20)
Employees
2
(1 investment advisory or research)
Address
Berkshire Capital
475 MILAN DRIVE
SUITE 103
SAN JOSE
CA 95134
475 MILAN DRIVE
SUITE 103
SAN JOSE
CA 95134
Office hours
Monday - Friday, 7:00 A.M. TO 4:00 P.M.
Phone
408-526-0707
Ownership
| Owner | Title | From | %Ownership |
|---|---|---|---|
| Fobes, Malcolm, Randall | Chairman/ceo/chief Compliance Officer | 02/1993 | > 75% |
| Fobes, Lavon, Hopper | Corporate Secretary | 10/2007 | > 75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
11 Aug 22
13F-HR
Quarterly holdings report by institutional manager
13 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22
13F-HR
Quarterly holdings report by institutional manager
12 Nov 21
13F-HR
Quarterly holdings report by institutional manager
13 Aug 21
13F-HR
Quarterly holdings report by institutional manager
14 May 21
13F-HR
Quarterly holdings report by institutional manager
12 Feb 21
13F-HR
Quarterly holdings report by institutional manager
13 Nov 20
13F-HR
Quarterly holdings report by institutional manager
13 Aug 20