Mulberry Capital Management LLC

Overview

Mulberry Capital Management LLC is a small, fee-based registered investment adviser that manages discretionary portfolios for individuals and small businesses. The firm runs active portfolio management with a clear tilt toward liquid, exchange-traded instruments and traditional mutual funds while maintaining an allocation to real estate as an alternative sleeve. Its client base is concentrated — relatively few relationships with meaningful account sizes — which supports a high-touch, customized advisory model rather than a mass-market or institutional platform. Investment activity centers on managing concentrated, client-specific portfolios on a discretionary basis. The firm charges a percentage-of-assets fee and does not position itself as an ESG or pension consultant. Because it is not a multi-state adviser and is owned by an individual, the business appears structured to serve regional or local private clients rather than broad national distribution.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices