RIA Intel›Advisers›Illinois›MULBERRY CAPITAL MANAGEMENT LLC

MULBERRY CAPITAL MANAGEMENT LLC

Advisory

Data as of Jan 22, 2026 · Source: SEC Form ADV

Rank in IL

#1,112

of 1,719 advisers by AUM

Average account

$2M

across 40 accounts

AUM per adviser

$35M

2 advisers

Source: SEC Form ADV. Figures as filed Jan 22, 2026.

Total AUM

$70M

Discretionary %

100%

Clients

37

Employees

2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$70M

Discretionary AUM$70M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients37

Team

Total Employees2

Investment Advisers2

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

37 clients

37 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in IL

Closest by assets under management. All figures from Form ADV.

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ANNIE WERNER LLC

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NITE CAPITAL MANAGEMENT, LLC

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FIT ADVISORS LLC

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