OPAL ADVISORS

Overview

Opal Advisors is an independent registered investment adviser structured as a limited liability company that serves individuals, families and institutional clients. The firm provides financial planning, portfolio management for individuals and small businesses, management of pooled investment vehicles and selection of third‑party advisers. Its fee model combines a percentage of assets under management with performance‑based fees, which supports arrangements for both standard advisory accounts and incentive‑fee structures tied to returns. Investment activity is centered on equities, with a clear preference for exchange‑traded instruments as the primary vehicle for public market exposure. At the same time, Opal Advisors actively participates in alternative investments—allocating to private equity and real estate—and acts in sponsor and general partner roles for pooled real estate vehicles. The firm also advises a small hedge fund and uses annuities as an additional investment tool, reflecting a multi‑tiered approach that blends liquid public market strategies with privately held investments and sponsor‑led real estate interests.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices