Data / Investment advisers / Florida / Opal Capital LLC
Opal Capital LLC, Boca Raton, FL: $348 million AUM, SEC registered investment adviser
Opal Capital LLC is an SEC registered investment adviser with its main office in Boca Raton, Florida and reports $348 million in regulatory assets under management in its Form ADV filed July 17, 2026. Its clients include investment companies and high net worth individuals. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 322755
- SEC file number
- 801-126398
- SEC status
- Approved, effective August 23, 2022
- Main office
- 1825 NW Corporate Blvd. Suite 200, Boca Raton, FL 33431
- Phone
- (917) 716-6257
- Regulatory AUM
- $348,345,200 in the Form ADV filed July 17, 2026
- Discretionary AUM
- $348,345,200
- Accounts
- 6
- Employees
- 11, of which 6 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 17, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 4 | $346.2 million |
| High net worth individuals | 2 | $2.1 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $348.3 million | March 27, 2026 |
| December 1, 2025 | $135 million | July 16, 2025 |
Other advisers in Boca Raton
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Palm Peak Capital, LLC | Boca Raton | $400.8 million | 3 | adviserinfo.sec.gov |
| Barramundi Advisors LLC | Boca Raton | $390.4 million | 46 | adviserinfo.sec.gov |
| Boca Wealth Advisors | Boca Raton | $378.6 million | Not listed | adviserinfo.sec.gov |
| Comprehensive Wealth Solutions, LLC | Boca Raton | $374.3 million | Not listed | adviserinfo.sec.gov |
| C Cubed Capital Partners, LLC | Boca Raton | $362.7 million | 2 | adviserinfo.sec.gov |
| Ipcp Management, LLC | Boca Raton | $345.6 million | 7 | adviserinfo.sec.gov |
| Colony Capital Investment Advisors, LLC | Boca Raton | $336.2 million | 4 | adviserinfo.sec.gov |
| N.L.C. LLC | Boca Raton | $292.2 million | 16 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Boca Raton, FL
- Investment advisers in Florida
- Advisers with $100 million to $500 million in AUM
- Advisers serving investment companies
- Advisers serving high net worth individuals
- Opal Capital LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.