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Disclosures

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Private and Off-Market Opportunities. Huckleberry Capital Management, LLC. Is a Virginia state registered investment adviser located in Alexandria, Virginia. May only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Web site on the Internet should not be construed by any consumer and/or prospective client as. Please contact the state securities regulators for those states in which. Does not make any representations or ...

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Our investment philosophy | Huckleberry Capital Management

http://www.investhuckleberry.com/portfolios/our-investment-philosophy

Private and Off-Market Opportunities. We analyze businesses, recognizing that stocks are slices of businesses, not blips on a computer screen. If you were buying an entire business, would you care more about its prospects this month or over the next five years? You would, of course, take a long-term view. We take the same approach. Even the greatest business can be a poor investment at the wrong price. We aim to invest in business at prices that offer both a margin of safety and substantial upside.

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About us | Huckleberry Capital Management

http://www.investhuckleberry.com/about-us

Private and Off-Market Opportunities. Meet the Huckleberry Capital Management team. Sean Sun's relationship with investing is best captured by the oft-repeated Warren Buffett quote: "I am a better investor because I am a businessman, and a better businessman because I am an investor.". Sean was subsequently recruited to CustomInk, a leader in e-commerce and custom retail, where he spearheaded the development and launch of that company's own entrepreneurial concept - a unique crowdfunding platform called ...

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Huckleberry Virtuous Circle | Huckleberry Capital Management

http://www.investhuckleberry.com/portfolios/huckleberry-virtuous-circle

Private and Off-Market Opportunities. Your money is wet snow rolling down a long hill. We use value investing principles to select businesses that roll that snow for us that pay us to own them through smart dividends, debt payments, and buybacks. Any investor who does not need the money for 5, and preferably 10 years. No target, but typically 3 years. Bull; Form ADV. Bull; Privacy policy. Huckleberry Capital Management, 19500 Pruneridge Ave #5310, Cupertino, CA 95014.

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Our values | Huckleberry Capital Management

http://www.investhuckleberry.com/our-values

Private and Off-Market Opportunities. At Huckleberry’s core is a strong ethos about how investment management should work. We eat our own cooking. We invest our personal portfolios right alongside clients. Every investment you own, we own. This is your money. You should be able to see exactly where every dollar is invested at any time not just a backward-looking list of top holdings last quarter. We offer clients complete, real-time views into how we’re investing their money. Bull; Form ADV.

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Why private accounts? | Huckleberry Capital Management

http://www.investhuckleberry.com/our-values/why-private-accounts

Private and Off-Market Opportunities. Here's how Huckleberry Private Accounts stack up against the competition. Financial Advisor or Broker. 100% of our money is alongside yours. 51% of managers invest $0 in their own mutual funds. Managers may or may not invest in their own hedge fund. Advisors rarely invest alongside clients (though some do). Real-time view of all your holdings. Quarterly statements reveal largest holdings as of 60 days ago. Hedge funds are often highly secretive about their holdings.

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Huckleberry Origins | Huckleberry Capital Management

http://www.investhuckleberry.com/portfolios/huckleberry-origins

Private and Off-Market Opportunities. Huckleberry Origins is designed for young professionals. In accounts as low as $10,000, we build a value-oriented portfolio of our favorite stocks, concentrated heavily in our absolute best ideas. Young investors seeking long-term growth. Bull; Form ADV. Bull; Privacy policy. Huckleberry Capital Management, 19500 Pruneridge Ave #5310, Cupertino, CA 95014.

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Private & Off-Market Investments | Huckleberry Capital

http://www.investhuckleberry.com/portfolios/private-investments

Private and Off-Market Opportunities. Private and Off-Market Opportunities. Over 400 opportunities and deals come across our desk every year. We choose the best, invest ourselves, and invite client to join us. Investors with over $500,000 in investable assets. Ranges from 1 to 10 years. Required for select investments. Ranges from $1,000 to $100,000. Does Huckleberry invest, too? Bull; Form ADV. Bull; Privacy policy. Huckleberry Capital Management, 19500 Pruneridge Ave #5310, Cupertino, CA 95014.

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Huckleberry Go-Anywhere | Huckleberry Capital Management

http://www.investhuckleberry.com/portfolios/huckleberry-go-anywhere

Private and Off-Market Opportunities. Huckleberry Go-Anywhere goes where the opportunities are. Unbound by geography, sector, or exposure targets, we sculpt a holistic portfolio of long and short stocks, options, and ETFs focused on delivering attractive risk-adjusted returns for the long term. Investors seeking attractive long-term strategies. Investment funds held in margin or taxable accounts. Primarily stocks, options and ETFs. 1-18 months (options, shorts, hedges). Bull; Form ADV.