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OPAL CAPITAL LLC
CRD 322755 · SEC 801-126398
1825 NW CORPORATE BLVD., SUITE 200, BOCA RATON, FL, 33431, United States
Phone
917-716-6257
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$348.3M
Discretionary AUM
$348.3M
Team
11 total employees; 6 advisory reps; 4 broker-dealer reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-06-11
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 2 | $2.1M |
| Investment companies | 4 | $346.2M |
States served
IA, MD, VA, FL
All web addresses on file
Official SEC filing: View on IAPD