A complete list of active advisors currently associated with Mulberry Investors LLC
Warmer can help you find a great advisor at Mulberry Investors LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Mulberry Investors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Bloomington, IN
| 5
|
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