Mulberry Capital Management
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds53%
- Exchange Traded Equities38%
- State & Local Bonds6%
- Cash & Cash Equivalents3%
Contacts
1 of 1
Stephen Keck
PrincipalCRD 4535321
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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