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Mulberry Capital Management LLC

Headquartered in NORTHBROOK, IL

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Firm Information

Mulberry Capital Management LLC is an investment advisor registered with the SEC. They primarily provide portfolio management services for individuals and have over 45 million dollars in regulatory assets under management. They have 35 total accounts and a majority of those (35) are discretionary. The firm has one investment adviser representative. They serve high-net-worth individuals (24 clients, 45 million in AUM) and individuals other than high-net-worth (20 clients, 13 million in AUM). They do not participate in any wrap fee programs. They are headquartered in the United States, but do not disclose a specific location in the JSON data.

Mulberry Capital Management LLC

$45.00M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

MULBERRY CAPITAL MANAGEMENT LLC has a total of 1 branch locations across the country.
location

NORTHBROOK, IL

Advisors at Mulberry Capital Management LLC

View All 1 Advisors
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Gary Bruce Patzik

RA

NORTHBROOK, IL

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Disclosures

There are no public disclosures for Mulberry Capital Management LLC.

Frequently Asked Questions (7)

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