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| Narwhal Capital Managment LLC
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|---|---|
| CRD # | 135958 |
| SEC # | 801-66563 |
| CIK # | 0001461287 |
| AUM | $2.1 B (2026-06-29) |
| Employees | 18 (67% Investors, 0% Brokers) |
| Phone | 770-344-0172 |
| Address | 531 Roselane Street Marietta, GA 30060 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 87.1 | ||
| Alphabet Inc | 81.9 | ||
| Apple Inc | 70.9 | ||
| Microsoft Corp | 60.8 | ||
| iShares Comex Gold Trust | 59.2 | ||
| Amazon Com Inc | 46.0 | ||
| J P Morgan Chase & Co | 38.2 | ||
| Vulcan Materials Co | 36.6 | ||
| Facebook Inc | 28.1 | ||
| Johnson & Johnson | 23.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Sailfish Fund LLC | [2012-03-14] | 5.7 | 5.0 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 223 | 0.1 |
| (b) Individuals (high net worth individuals) | 111 | 0.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 12 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 19 | 1.0 |
| (n) Other | 0 | 0.0 |
| Total | 850 | 2.1 |
| By Discretionary | ||
| Discretionary | 831 | 2.0 |
| Non-Discretionary | 19 | 0.1 |
| Total | 850 | 2.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.1 | |
| Total | 850 | 2.1 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Matthew Burton | 11 | 3 | ||
| Macarther Plumart | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001461287] |
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|---|---|---|
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Merricks Capital PTY Ltd
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2.1 | |
|
Fairholme Capital Management LLC
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FL | 2.1 |
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Okabena Investment Services Inc
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MN | 2.1 |
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MD Sass LLC
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NY | 2.1 |
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Quent Capital LLC
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NY | 2.1 |
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Clear Harbor Asset Management LLC
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CT | 2.1 |
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Callodine Capital Management LP
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MA | 2.0 |
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Halyard Asset Management LLC
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NY | 2.0 |
|
Fairview Capital Investment Management LLC
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CA | 2.0 |
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Portolan Capital Management LLC
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MA | 2.0 |