H
Hackberry Capital Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,400,000
Clients
2
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
2
Very LowAverage account size
$700,000
About
Hackberry Capital provides discretionary portfolio management primarily to individual investors — including high-net-worth individuals — and to corporations or other businesses, offering account-by-account management of client assets. The firm reports managing approximately $1.4 million and generally constructs portfolios composed mainly of common stocks selected for long-term appreciation.
The adviser pursues a concentrated global value investing approach, typically holding a focused set of securities and emphasizing a margin of safety, analysis of business character, and avoidance of excessive diversification; leverage is not employed. Services are generally implemented on a discretionary basis and the firm will tailor portfolios only at a client’s request.
Notably, the firm may accept performance-based allocations from Qualified Investors (subject to a high-water mark) while also managing accounts that pay traditional management fees, and it says similar strategies are used across both fee arrangements. The brochure also discloses that the firm’s principal maintains outside employment as a design engineer that accounts for a substantial portion of his time, a practical detail prospective clients may consider when evaluating service capacity.
Client services
Portfolio management
Expertise
Active portfolio management
Concentrated stock management
Wealth management
Occupation focus
Engineering Professional
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.
Main office location
Hackberry Capital Management
Royse City TX, United States
Number of offices
2
Most active in
Hackberry Capital Management has reported serving >5 clients in these states in the last 12 months.
Texas
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.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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