Mulberry Capital Management

RIASEC Registered
Total AUM
$27.5M
Discretionary
$27.5M
100% of AUM
Avg account
$1.5M
Accounts
18
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
172259
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI87.19%
  • Individuals10.57%
  • Charitable Organizations2.24%
Services
Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Mulberry Capital Management operates as a limited liability company, focusing on investment management for both individual and institutional clients. The firm is structured to provide personalized portfolio management services, as well as the selection of other advisers when necessary. While it does not actively engage in ESG investing, Mulberry Capital Management is recognized as a capital allocator, indicating its role in directing investments to various asset managers. The firm employs a fee structure based on a percentage of assets under management and hourly charges, allowing for flexibility in its service offerings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 53%, Exchange Traded Equities 38%, State & Local Bonds 6%, Cash & Cash Equivalents 3%53%
  • Public Funds/Mutual Funds53%
  • Exchange Traded Equities38%
  • State & Local Bonds6%
  • Cash & Cash Equivalents3%

Contacts

1 of 1
  • Stephen Keck

    Stephen Keck

    PrincipalCRD 4535321

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth