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BLUE OPAL CAPITAL, LLC

NEW YORK, NY · CRD 315680 · IAPD ↗ · blueopalcapital.com · (917) 576-1825

$498.5MRegulatory AUM
3Advisory reps
4Employees
0Clients
n/aPlanning clients
39Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

50
April 2026 — BLUE OPAL CAPITAL, LLC reported RAUM up 37% ($321.9M -> $441.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
83
August 2025 — BLUE OPAL CAPITAL, LLC (NEW YORK, NY) is newly SEC-registered with $321.9M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.