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Corporate Secretary · Berkshire Capital Holdings Inc

Lavon H. Fobes

CRD 5510765 · Named on Form ADV at one SEC-registered adviser

At a glance

Berkshire Capital Holdings Inc, an SEC-registered asset manager with $283 million in regulatory assets, lists Lavon H. Fobes on its Form ADV as Corporate Secretary, a control person.

Firms and roles

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Lavon’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Lavon’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.