# Mulberry Capital Management

> Mulberry Capital Management is a state-registered investment advisory firm in Evansville, IN, registered since 2014, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 29, 2025.

- CRD: 172259
- Filed as: MULBERRY CAPITAL MANAGEMENT
- Legal name: Mulberry Capital Management LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Evansville, IN
- Filing period: October 2026
- Form ADV filing dated: March 29, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/172259
- AdvisorCensus page: https://advisorcensus.com/firm/mulberry-capital-management-evansville-in-172259

## Quick answers

**How is Mulberry Capital Management compensated?**
On its Form ADV (Item 5.E, October 2026), Mulberry Capital Management reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Mulberry Capital Management located?**
Mulberry Capital Management's principal office is in Evansville, IN, according to its Form ADV.

**Is Mulberry Capital Management registered with the SEC or a state?**
Mulberry Capital Management is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 172259.

**How much does Mulberry Capital Management manage?**
Mulberry Capital Management reports $27,517,668 in regulatory assets under management in its Form ADV filing dated March 29, 2025 (100% discretionary).

**What types of clients does Mulberry Capital Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (6); high net worth individuals (2); charitable organizations (1).

**Does Mulberry 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/172259

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $27,517,668
- Discretionary: $27,517,668
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 6 | $2,907,862 |
| High net worth individuals | 2 | $23,993,827 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 1 | $615,979 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2014 (12 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mulberrycapitalmgmt.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Mulberry Capital Management (CRD 172259): Form ADV filing data as of October 2026.