Opal Capital LLC

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Assets, Funds, Holdings

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Opal Capital LLC
CRD #322755
SEC #801-126398
CIK #
AUM $76.8 MM (2024-07-02)
Employees 4 (50% Investors, 0% Brokers)
Phone917-716-6257
Address1900 Glades Rd
Boca Raton, FL 33431
Source [IAPD] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($MM)
907254361802009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 1 61.2
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 1 15.7
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 19 76.8
By Discretionary
Discretionary 19 76.8
Non-Discretionary 0 0.0
Total 19 76.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 76.8
Total 19 76.8
Comparable Firms State AUM ($BB)
Layline Advisors LLC
NY 0.1
Eagan Capital Management LLC
NY 0.1
Washington Square Capital Management LLC
NY 0.1
Ralph Parks Investment Group LLC
NY 0.1
Lightedway Advisory Services Inc
NY 0.1
Runnymede Capital Management Inc
NJ 0.1
Groesbeck Investment Management Corp
NJ 0.1
Dakore Wealth Management LLC
FL 0.1
Compass Investments LLC
PA 0.1
Asset Strategy Retirement Plan Consultants LLC
PA 0.1
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