{
  "crd_number": 107175,
  "slug": "berkshire-capital-holdings-inc-107175",
  "primary_business_name": "BERKSHIRE CAPITAL HOLDINGS INC",
  "legal_name": "BERKSHIRE CAPITAL HOLDINGS INC",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1996-10-30",
  "years_registered": 29,
  "period": "2026-10-01",
  "filing_date": "2026-03-09",
  "carried_forward": false,
  "raum_total": 283025954.0,
  "raum_discretionary": 283025954.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "investment_companies": {
      "raum": 283025954.0,
      "count": 1
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_investment_companies"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA"
  ],
  "websites": [
    "https://berkshirefunds.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/107175",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/berkshire-capital-holdings-inc-107175",
  "display_name": "Berkshire Capital Holdings Inc",
  "summary": "Berkshire Capital Holdings Inc is an SEC-registered investment advisory firm, registered since 1996, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 9, 2026.",
  "citation": "AdvisorCensus. Berkshire Capital Holdings Inc (CRD 107175): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for investment companies (and business development companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Berkshire Capital Holdings Inc compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Berkshire Capital Holdings Inc reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Is Berkshire Capital Holdings Inc registered with the SEC or a state?",
      "a": "Berkshire Capital Holdings Inc is an SEC-registered investment advisory firm, registered since 1996. Status as filed: Approved. CRD 107175."
    },
    {
      "q": "How much does Berkshire Capital Holdings Inc manage?",
      "a": "Berkshire Capital Holdings Inc reports $283,025,954 in regulatory assets under management in its Form ADV filing dated March 9, 2026 (100% discretionary)."
    },
    {
      "q": "How have Berkshire Capital Holdings Inc's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Berkshire Capital Holdings Inc: Regulatory assets under management: $865,959,933 in the October 2021 data and $283,025,954 in the October 2026 data, down 67%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Berkshire Capital Holdings Inc serve?",
      "a": "By number of clients on Form ADV Item 5.D: investment companies (1)."
    },
    {
      "q": "Does Berkshire Capital Holdings Inc report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/107175"
    },
    {
      "q": "What changed in Berkshire Capital Holdings Inc's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $221,187,713 to $283,025,954 (+28%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 865959933.0,
      "total_employees": 2,
      "filing_date": "2021-03-28"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 747424048.0,
      "total_employees": 2,
      "filing_date": "2022-03-17"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 188552055.0,
      "total_employees": 2,
      "filing_date": "2023-03-27"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 255171730.0,
      "total_employees": 2,
      "filing_date": "2024-03-27"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 221187713.0,
      "total_employees": 2,
      "filing_date": "2025-03-19"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 283025954.0,
      "total_employees": 2,
      "filing_date": "2026-03-09"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $221,187,713 to $283,025,954 (+28%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/berkshire-capital-holdings-inc-107175.md",
  "clients": [
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 1,
      "fewer_than_5": false,
      "raum": 283025954.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/107175",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}