OPAL CAPITAL LLC
Firm details
- Headquarters
- BOCA RATON, Florida
- CRD number
- 322755
- Registered since
- August 23, 2022
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies99.4%
- HNWI0.6%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Opal Capital LLC is a privately held limited liability company registered with the SEC in 2022 that provides fee-based portfolio management primarily on a percentage-of-AUM basis. The firm serves individual and family clients as well as institutional investors, and its advisory activities include discretionary portfolio management for individuals/small businesses, investment companies, and for business or institutional accounts. Opal Capital is not identified as an active ESG investor and is not listed as a multi-state adviser in the snapshot details.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds90%
- Exchange Traded Equities9%
- Investment Grade Corp Bonds1%
Owners & executives
3 of 3WAYNE WICKER
Senior Vice President and Chief Investment OfficerCRD 2031374
Alan Graff
Co-Founder and CFOCRD 7078067
AUSTIN GRAFF
Founder and Chief Investment OfficerCRD 5194678
Contacts
3 of 4YANG LIU
CRD 6126075
MANAV SHAH
Portfolio ManagerCRD 8003687
LAUREN HARMON
Research AnalystCRD 5536925
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BOCA RATON, FL
PALM BEACH
Location
BOCA RATON, FL
Headquartered in BOCA RATON, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- PALM BEACH
- Address
- 1825 NW Corporate Blvd
- Time zone
- ET (UTC-5)
- Office locations
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