H
Hackberry Capital Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$1,400,000
Total clients
2
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
2
Average account size
$700,000
Client services
Portfolio management
Fee options
15% of the increase in a Client’s net assets annually, subject to a high water mark, charged only to Qualified Investors who elect this fee.
Account minimum: The brochure states that minimum amounts may be set by offering documents or advisory agreements and may be waived by the Adviser; no specific dollar minimum is stated, so return null.
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Hackberry Capital Management
Royse City TX, United States
Number of offices
2
Forms ADV
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