Mulberry Capital Management LLC

Mulberry Capital Management LLC provides discretionary asset management and sub‑advisory services primarily to high‑net‑worth individuals and to other investment advisory firms. The firm reports managing about $70 million across roughly 37 client relationships and offers ongoing portfolio management tailored to clients’ stated goals and risk tolerances.

The firm’s investment process combines fundamental, charting and cyclical analysis and uses a mix of long‑term purchase and trading strategies; covered options are used selectively in separately managed accounts for hedging, income generation, and tactical entry. Mulberry operates with discretionary trading authority, documents client objectives and restrictions in client files, and performs quarterly reviews that include rebalancing and tax‑loss harvesting considerations.

Compared with many peers, Mulberry discloses a prior regulatory enforcement action involving a management person’s earlier broker‑dealer activity that resulted in censure, fines and disgorgement, which is an uncommon disclosure for supported firms. It is also notable that the firm explicitly uses derivatives in managed accounts and routinely serves as a sub‑advisor to other advisers, and it does not serve lower‑net‑worth individual clients, concentrating instead on high‑net‑worth and advisor‑sourced relationships.