M
Mulberry Investors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$3,448,605
Total clients
5
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
5
Average account size
$689,721
About
Mulberry Investors LLC is a state-registered investment adviser that provides discretionary portfolio management of U.S. and Greater China equities for individual and high‑net‑worth clients. The firm manages roughly $3.45 million across five client relationships.
The adviser applies value‑investing principles to a concentrated portfolio of five to ten core positions, relying primarily on independent analysis of filings, earnings call transcripts and company disclosures, and typically holds positions for more than a year; uninvested capital is placed in cash equivalents or occasional small risk‑arbitrage positions. Accounts are managed under a single, non‑customized strategy on a discretionary basis, with trades executed through Interactive Brokers to access U.S., Hong Kong and Mainland China markets via the Connect mechanisms.
Notable distinctions include the firm’s explicit focus on Greater China securities and cross‑border trading capability, which aligns with the firm’s reporting of a significant non‑U.S. client presence, a profile that is uncommon among peers. The adviser is a CFA charterholder who also maintains an academic role, and the brochure highlights a non‑AUM billing approach rather than percentage‑of‑assets fees.
Client services
Portfolio management
Expertise
Active portfolio management
Concentrated stock management
Fee options
Flat annual fee of $1,000 per client
Account minimum: $100,000 Minimum fee: $1,000 annually per client Fee-only: Flat annual fee of $1,000 per client regardless of assets under management
Main office location
Mulberry Investors LLC
Bloomington IN, United States
Number of offices
1
Most active in
Mulberry Investors LLC has reported serving >5 clients in these states in the last 12 months.
Indiana
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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