Mulberry Investors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Mulberry Investors LLC is a state-registered investment adviser that provides discretionary portfolio management of U.S. and Greater China equities for individual and high‑net‑worth clients. The firm manages roughly $3.45 million across five client relationships.
The adviser applies value‑investing principles to a concentrated portfolio of five to ten core positions, relying primarily on independent analysis of filings, earnings call transcripts and company disclosures, and typically holds positions for more than a year; uninvested capital is placed in cash equivalents or occasional small risk‑arbitrage positions. Accounts are managed under a single, non‑customized strategy on a discretionary basis, with trades executed through Interactive Brokers to access U.S., Hong Kong and Mainland China markets via the Connect mechanisms.
Notable distinctions include the firm’s explicit focus on Greater China securities and cross‑border trading capability, which aligns with the firm’s reporting of a significant non‑U.S. client presence, a profile that is uncommon among peers. The adviser is a CFA charterholder who also maintains an academic role, and the brochure highlights a non‑AUM billing approach rather than percentage‑of‑assets fees.
Client services
Expertise
Fee options
Flat annual fee of $1,000 per client
Account minimum: $100,000 Minimum fee: $1,000 annually per client Fee-only: Flat annual fee of $1,000 per client regardless of assets under management
Main office
Bloomington IN
Advisors at this office
1
Most active in
Indiana
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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