Mulberry Investors LLC

Overview

Mulberry Investors LLC is a small, single-office advisory firm organized as a limited liability company that focuses on portfolio management for individual and family clients, including small business owners. The firm charges fixed fees and manages portfolios on a discretionary basis, with a clear preference for equity exposure. Its client base and fee model suggest a boutique, hands-on approach where the adviser constructs and oversees concentrated equity allocations and uses exchange-traded vehicles to implement core positions. Investment activity centers on publicly traded equities held through broker custody, with trading and execution routed through Interactive Brokers. Given the firm’s small scale and fixed-fee structure, investment decisions are likely tailored to a small number of relationships, emphasizing liquidity, low operating costs, and straightforward reporting. Mulberry Investors does not identify as an active ESG investor and is not positioned as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices