Investment adviser · CRD 322755
OPAL CAPITAL LLC
Investment adviser filing (IA)
BOCA RATON, FL, United States · Form ADV filed Jul 17, 2026
- Regulatory AUM
- $348M Form ADV · Item 5.F
- Client accounts
- 6 Accounts, not individual clients
- Employees
- 11 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Investment companies | 4 | $346,245,200 | 99.4% |
| High-net-worth individuals | Fewer than 5 | $2,100,000 | 0.6% |
Filing source
Form ADV 2120571 · Jul 17, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 17, 2026. View historical filings
Reported services
Individual portfolio management · Investment company portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
1825 NW CORPORATE BLVD., SUITE 200BOCA RATON, FL, 33431, United States
CRD 322755
Filing source
Form ADV 2120571 · Jul 17, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.