$70.0M Total AUM
$70.0M Disc. AUM
-- 3Y CAGR
2 Employees
37 ADV. Clients
4 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- Vector value
- Established Date
- 06-08-2021
- Office Locations
- 2
Office Locations
-- Highland Park IL
-- Northbrook IL
About Mulberry Capital Management LLC
Mulberry Capital Management is an independent, privately owned RIA led by Stephen A. Keck, CFA, with 30+ years serving high-net-worth individuals plus foundations, endowments, scholarship funds, and retirement plans. The firm builds asset-allocation portfolios using vehicles such as ETFs and mutual funds and offers institutional consulting to other RIAs and trust companies.
Team overview
-- AVG AGE
$35.0M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
2.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
4yrs Firm Age
Insights
Upgrade to reveal position-level detail across vector vertex.
Unlock to compare peer behavior around vector bridge.
Open the full profile to inspect shifts in peak unison.
Request access to benchmark trends tied to oak matrix.
Premium access reveals conviction themes in element bridge.
Full visibility includes strategy notes for zenith summit crest.
Request access to benchmark trends tied to optima.
Unlock to compare peer behavior around oak crest.
Asset Classes
Optima oak Timber
Client Personas
Timber
Custodian
Fusion
Investment Themes
North wave
Investment Vehicles
Signal
Services
Pioneer crest Signal Element unison
Technology
Quantum glacier
Owner & Executives
G
GARY BRUCE PATZIK
Chief Compliance Officer, Managing Member
- CRD
- #2444929
- Ownership
- 75% or more
(393) 269-5175
vector.wave@signalcapital.com
in linkedin.com/in/harbor-bridge
Showing 1 of 1 owners & executives
Unlock allContacts
GREGG S SHAMBERG
--
- CRD
- #5875778
(907) 951-6244
north.vertex@focuscapital.com
in linkedin.com/in/optima-radial
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $70,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $70,000,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $70,000,000
Derivatives:
21.5% Equity - Exchange:
39.1% Public Funds:
17.5% Cash:
21.9% | Asset class | Assets | Assets % |
|---|---|---|
| Derivatives | $1,814,341,341 | 21.5% |
| Equity - Exchange | $3,299,569,601 | 39.1% |
| Public Funds | $1,476,789,463 | 17.5% |
| Cash | $1,848,096,529 | 21.9% |
| Total | $8,438,796,934 | 100.0% |