Mulberry Capital Management

Mulberry Capital Management provides investment advisory services to individuals (including high-net-worth clients), banks and thrift institutions, charitable organizations, and other investment advisers. Its offerings include ongoing portfolio management (discretionary and non‑discretionary), the preparation of written Investment Policy Statements, selection of third‑party managers, and subadviser arrangements across asset classes such as equities, fixed income, mutual funds, ETFs, REITs, hedge funds, private equity, and private placements.

The firm documents client goals and risk tolerances in an Investment Policy Statement and generally seeks discretionary authority to implement portfolios using a blend of fundamental, technical, cyclical analysis and modern portfolio theory. Strategies noted in the brochure include long‑term trading and the use of margin and options, and the firm directs clients to a designated custodian while conducting due diligence on any third‑party managers it recommends.

Distinctive features for a small independent adviser include an explicit focus on charitable organizations—with a separate endowment/foundation fee schedule—and the provision of manager‑selection and subadviser services for other advisers. The firm manages roughly $27.5 million across a compact client base and discloses practices such as acceptance of research/soft‑dollar benefits and a requirement that clients use a specific broker‑custodian, factors that can influence execution and access to research.