# Hackberry Capital Management

> Hackberry Capital Management is a state-registered investment advisory firm, registered since 2017, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 23, 2024.

- CRD: 288130
- Filed as: HACKBERRY CAPITAL MANAGEMENT
- Legal name: Hackberry Capital Management, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Texas
- Filing period: October 2026
- Form ADV filing dated: January 23, 2024
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/288130
- AdvisorCensus page: https://advisorcensus.com/firm/hackberry-capital-management-288130

## Quick answers

**How is Hackberry Capital Management compensated?**
On its Form ADV (Item 5.E, October 2026), Hackberry Capital Management reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Is Hackberry Capital Management registered with the SEC or a state?**
Hackberry Capital Management is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 288130.

**How much does Hackberry Capital Management manage?**
Hackberry Capital Management reports $1,400,000 in regulatory assets under management in its Form ADV filing dated January 23, 2024 (100% discretionary).

**Does Hackberry Capital Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/288130

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $1,400,000
- Discretionary: $1,400,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $450,000 |
| High net worth individuals | Fewer than 5 | $950,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2017 (9 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hackberry Capital Management (CRD 288130): Form ADV filing data as of October 2026.