Hackberry Capital Management
RIASEC Registered
Total AUM
$1.4M
Discretionary
$1.4M
100% of AUM
Avg account
$700K
Accounts
2
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 288130
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI67.86%
- Individuals32.14%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Hackberry Capital Management operates as a limited liability company focused on providing portfolio management services primarily for individuals and small businesses. The firm is structured to charge fees based on a percentage of assets under management, along with performance-based fees. Although it does not actively engage in ESG investing, Hackberry Capital Management is dedicated to delivering tailored investment strategies to its clients.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities70%
- Cash & Cash Equivalents30%
Contacts
1 of 1
Trey Turner
Project Design EngineerCRD 6780657
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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