Falists
← Back to search

OPAL CAPITAL LLC

CRD 322755 · SEC 801-126398

Visit website

1825 NW CORPORATE BLVD., SUITE 200, BOCA RATON, FL, 33431, United States

Phone

917-716-6257

Fax

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

TypeClientsAUM
High net worth individuals2$2.1M
Investment companies4$346.2M

States served

IA, MD, VA, FL

All web addresses on file

Official SEC filing: View on IAPD