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| Happy Holidays!! thanks for using AUM13F!! |
| Narwhal Capital Managment LLC
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| CRD # | 135958 |
| SEC # | 801-66563 |
| CIK # | 0001461287 |
| AUM | $1.8 B (2025-07-24) |
| Employees | 20 (55% Investors, 0% Brokers) |
| Phone | 770-344-0172 |
| Address | 531 Roselane Street Marietta, GA 30060 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 79.0 | ||
| Microsoft Corp | 78.2 | ||
| Apple Inc | 56.4 | ||
| Alphabet Inc | 51.7 | ||
| Amazon Com Inc | 46.8 | ||
| iShares Comex Gold Trust | 41.9 | ||
| Facebook Inc | 36.9 | ||
| J P Morgan Chase & Co | 36.7 | ||
| Vulcan Materials Co | 32.0 | ||
| Home Depot Inc | 24.6 | ||
| View All | |||
| Holdings by Sector ($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 ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 206 | 59.5 |
| (b) Individuals (high net worth individuals) | 98 | 755.2 |
| (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 | 9 | 78.8 |
| (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 | 21 | 871.1 |
| (n) Other | 0 | 0.0 |
| Total | 748 | 1,764.6 |
| By Discretionary | ||
| Discretionary | 730 | 1,646.9 |
| Non-Discretionary | 18 | 117.7 |
| Total | 748 | 1,764.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,764.6 | |
| Total | 748 | 1,764.6 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Matthew Burton | 11 | ||
| Macarther Plumart | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001461287] |
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1.8 | |
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CT | 1.7 |