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 an SEC-registered investment adviser organized as an LLC and registered in 2022. The firm manages assets for high-net-worth individuals and families as well as institutional clients, charging fees based on a percentage of assets under management. Its advisory mandate centers on discretionary portfolio management across individual and institutional accounts, including work for investment companies and small businesses. The firm does not identify as an active ESG investor and is not positioned as a pension consultant or third-party capital allocator.
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 4
Wayne Wicker
Senior Vice President and Chief Investment OfficerCRD 2031374
Alan Graff
Co-Founder and CFOCRD 7078067
Yang Liu
Senior Portfolio Manager & Head of OCIOCRD 6126075
Contacts
3 of 3
Manav Shah
Portfolio ManagerCRD 8003687
Lauren Harmon
Research AnalystCRD 5536925
Gery Sadzewicz
CCOCRD 1090963
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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