Hackberry Capital Management provides investment advice, primarily discretionary portfolio management, focusing on global value stocks for long-term appreciation. Hackberry Capital looks for undervalued securities and builds concentrated portfolios of 15-25 securities. The firm may consider client preferences regarding certain types of businesses when building the portfolio.
Assets Under Management$1.4M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$1.4M
Fee Structure
Investment management only (planning not offered)
Hackberry Capital charges a quarterly management fee, calculated as a percentage of your portfolio's value, ranging from 0.5% to 1.5% per year. This fee is negotiable. For clients who qualify and opt for it, Hackberry Capital also charges a performance-based fee annually, which is 15% of the increase in your portfolio's net assets, subject to a high water mark.
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