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 is an independent registered investment advisor organized as a limited liability company and owned by an individual. The firm focuses on portfolio management for individuals and small businesses and charges both a percentage-of-AUM fee and performance-based fees. The advisor does not identify as a capital allocator, does not flag active ESG investing, and is not designated as a multi-state adviser or related adviser in the filing.
Assets & Accounts
Investments & Alternatives
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
Similar firms
Gold Star Asset Management, LLC
RIAWestbury, NY
AUM $1.4MTEAM 1REPS 1
Maat Investment Group Gmbh
RIAMunich
AUM $1.4MTEAM 5REPS 4
The Abc Squared
RIAAUM $1.4MTEAM 1REPS 1
Odinson Partners, LLC
RIAAUM $1.4MTEAM 1REPS 1
Discretionary Inc.
RIAReno, NV
AUM $1.4MTEAM 1REPS 1
Dishow Wealth Management LLC
RIAAUM $1.4MTEAM 1REPS 1