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| Opal Capital LLC
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|---|---|
| CRD # | 322755 |
| SEC # | 801-126398 |
| CIK # | 0002100122 |
| AUM | 348.3 M (2026-06-11) |
| Employees | 11 (55% Investors, 9% Brokers) |
| Phone | 917-716-6257 |
| Address | 1825 NW Corporate Blvd Boca Raton, FL 33431 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Chevron Corp | 17.7 | ||
| Philip Morris International Inc | 15.9 | ||
| Verizon Communications Inc | 14.4 | ||
| MPLX LP | 13.2 | ||
| British American Tobacco PLC | 13.1 | ||
| FPL Group Inc | 11.6 | ||
| Johnson & Johnson | 10.8 | ||
| United Parcel Service Inc | 9.8 | ||
| CME Group Inc | 9.8 | ||
| Nvidia Corp | 9.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 2 | 2.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 4 | 346.2 |
| (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 | 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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 6 | 348.3 |
| By Discretionary | ||
| Discretionary | 6 | 348.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 6 | 348.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 348.3 | |
| Total | 6 | 348.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002100122] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 4 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Melfa Wealth Management Inc
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|
MA | 348.8 M |
|
Arlen Capital LLC
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RI | 348.8 M |
|
Gainline Financial Partners LLC
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MN | 348.6 M |
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Carbon Collective Investing LLC
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CA | 348.4 M |
|
Elliott Cove Capital Management LLC
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WA | 348.2 M |
|
Smartharvest Portfolios LLC
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348.1 M | |
|
WAFD Wealth Inc
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WA | 348.1 M |
|
American Retirement Planning Group Inc
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|
NV | 348.1 M |
|
NorthStar Asset Management LLC
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|
NJ | 347.9 M |
|
Michels Family Financial LLC
✚
|
TX | 347.9 M |