{
  "crd_number": 314693,
  "slug": "mulberry-capital-management-llc-314693",
  "primary_business_name": "MULBERRY CAPITAL MANAGEMENT LLC",
  "legal_name": "MULBERRY CAPITAL MANAGEMENT LLC",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2021-06-08",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-01-22",
  "carried_forward": false,
  "raum_total": 70000000.0,
  "raum_discretionary": 70000000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "high_net_worth_individuals": {
      "raum": 70000000.0,
      "count": 37
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "IL"
  ],
  "websites": [
    "https://mulberry-capital.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/314693",
  "listing_state": "IL",
  "disclosure_items": [
    {
      "item": "11.E(2)",
      "question": "Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?"
    }
  ],
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/mulberry-capital-management-llc-314693",
  "display_name": "Mulberry Capital Management LLC",
  "summary": "Mulberry Capital Management LLC is a state-registered investment advisory firm, registered since 2021, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 22, 2026.",
  "citation": "AdvisorCensus. Mulberry Capital Management LLC (CRD 314693): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Mulberry Capital Management LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Mulberry Capital Management LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Is Mulberry Capital Management LLC registered with the SEC or a state?",
      "a": "Mulberry Capital Management LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 314693."
    },
    {
      "q": "How much does Mulberry Capital Management LLC manage?",
      "a": "Mulberry Capital Management LLC reports $70,000,000 in regulatory assets under management in its Form ADV filing dated January 22, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Mulberry Capital Management LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (37)."
    },
    {
      "q": "Does Mulberry Capital Management LLC report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.E(2) (self-regulatory organization's finding of a rule violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/314693"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/mulberry-capital-management-llc-314693.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 37,
      "fewer_than_5": false,
      "raum": 70000000.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/314693",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}