OPAL ADVISORY LLC

Overview

Opal Advisory LLC is a small, institutional-focused adviser structured as a limited liability company that functions primarily as an allocator and manager of pooled real estate vehicles. The firm serves as sponsor, general partner and managing member on the pooled investment vehicles it advises, which signals it handles both investment decision-making and the operational/managerial responsibilities for those funds. Its advisory mandate is centered on portfolio management for pooled investment vehicles rather than retail or individual wealth management. Investment activity is concentrated in real estate strategies and private placements. The firm charges fees as a percentage of assets under management, and it identifies itself as an active ESG investor, which suggests ESG considerations are integrated into underwriting, asset management or reporting for its pooled vehicles. Client relationships are institutional in nature and the adviser is not positioned as a multi-state or pension consultant.

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Location & Offices