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OPAL CAPITAL LLC
CRD 322755File 801-126398
APPROVED
Retail clients
Filing as of Jul 17, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$348.3M
Below cohort median (national)
Discretionary AUM
$348.3M
Clients
6
6 accounts
Employees
11
Below cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Aug 23, 2022
- Principal office
- 1825 NW CORPORATE BLVD., SUITE 200, BOCA RATON, FL, 33431
- Phone
- 917-716-6257
- Website
- https://www.opalinvest.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $348.3M
- Discretionary AUM
- $348.3M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 6
- Non-discretionary accounts
- 0
- Total accounts
- 6
- AUM per client
- $58.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 4 | $346.2M |
| High net worth individuals | Fewer than 5 | $2.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 6 | 11 | increased by5 |
| Apr 1, 2026 | Clients | 3 | 6 | increased by3 |
| Apr 1, 2026 | AUM | $135,027,899 | $348,345,200 | increased by$213,317,301 |
| Apr 1, 2026 | Accounts | 3 | 6 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 1 | 6 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1 | 3 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $68,431,999 | $135,027,899 | increased by$66,595,900 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1 | 3 | increased by2 |
| Sep 1, 2022 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “OPAL CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“OPAL CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.