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Mulberry Capital Management

Mulberry Capital Management. CRD 172259

Mulberry Capital Management logo

CRD: 172259

Mulberry Capital Management

Evansville, IN
4702389304
www.mulberrycapitalmgmt.com
$27.5M Total AUM
$27.5M Disc. AUM
-- 3Y CAGR
1 Employees
9 ADV. Clients
11 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท SSG
Clients
Retail and Institutional
Platforms
Delta
Established Date
10-01-2014
Office Locations
1

Office Locations

-- Evansville IN

About Mulberry Capital Management

Mulberry Capital Management is an independent, privately owned RIA led by Stephen A. Keck, CFA, with 30+ years in the investment industry. The firm advises private clients and not-for-profit endowments, foundations, and scholarship funds, and provides institutional consulting to other RIAs and trust companies. Portfolios commonly use public funds and ETFs, with municipal bonds as needed; custody includes Charles Schwab.

Team overview

66 AVG AGE
$27.5M AVG AUM / ADVISOR
$3.1M AVG AUM / CLIENT
11.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age

Insights

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Asset Classes

Harbor Catalyst peak Horizon Frontier Zenith

Client Personas

Vital vertex

Custodian

Element delta

Investment Themes

Momentum Element

Investment Vehicles

Horizon

Services

Element vertex Peak north Ridge vertex

Technology

Unison

Owner & Executives

S

STEPHEN ALLISON KECK

Chief Compliance Officer, Investment Advisor, Managing Member, PRINCIPAL

CRD
#4535321
Ownership
75% or more
(415) 607-4475
catalyst.unison@glaciercapital.com
in linkedin.com/in/crest-vital

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $27,517,668 --
Non-Discretionary $0 --
Total $27,517,668 --

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Separately Managed Accounts

Total SMA Asset: $27,517,668

$27.5M Total SMA
Public Funds:
44.1%
Equity - Exchange:
11.3%
Municipal Bonds:
11.4%
Cash:
33.2%
Asset class Assets Assets %
Public Funds $1,020,373,948 44.1%
Equity - Exchange $261,456,363 11.3%
Municipal Bonds $263,770,136 11.4%
Cash $768,172,678 33.2%
Total $2,313,773,125 100.0%

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