Mulberry Capital Management

Overview

Mulberry Capital Management is an independent, individually owned registered investment adviser organized as an LLC. The firm acts as a capital allocator for a mix of high-net-worth individuals, families and institutional clients. Its advisory mandate centers on portfolio management for individuals and small businesses and the selection of third-party advisers and managers. Compensation is primarily a percentage of assets under management, with hourly billing used in some circumstances. The firm does not identify as an active ESG investor and does not present itself as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives