MULBERRY CAPITAL MANAGEMENT
MULBERRY CAPITAL MANAGEMENT LLC
CRD 172259
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
United States
Registration
— (—)
Source
State registered
Total AUM
$27.5M
Discretionary AUM
$27.5M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2025-03-29
Disciplinary history
No
Verify reputation
Falists does not score or rank advisers. Use these official sources to check BBB ratings, FINRA disclosures, and SEC registration before hiring anyone.
- SEC IAPD →
Investment Adviser Public Disclosure — Form ADV filings, disciplinary history, and registration details from the SEC.
- FINRA BrokerCheck →
FINRA’s BrokerCheck database — firm registration, disclosures, and regulatory actions when applicable.
- Better Business Bureau →
Search BBB for business ratings, accreditation status, and consumer complaints in this firm’s market.
Services
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 6 | $2.9M |
| High net worth individuals | 2 | $24.0M |
| Charitable organizations | 1 | $616K |
All web addresses on file
Official SEC filing: View on IAPD