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BERKSHIRE CAPITAL HOLDINGS INC

· CRD 107175 · IAPD ↗ · berkshirefunds.com · (408) 526-0707

$283.0MRegulatory AUM
1Advisory reps
2Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

53
April 2026 — BERKSHIRE CAPITAL HOLDINGS INC reported RAUM up 28% ($221.2M -> $283.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2024 — BERKSHIRE CAPITAL HOLDINGS INC reported RAUM up 35% ($188.6M -> $255.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.