Opal Advisors, LLC is a private investment adviser based in Bellevue, Washington. The investment adviser in question may not transact business in Washington unless appropriately registered, or excluded or exempted from such registration.
Opal currently serves as the general partner of Opal Capital Partners, LP (“OCP”). OCP is a value strategy investment fund focusing on equities. The fund seeks to maximize partners’ capital by buying securities and trading values materially lower than their intrinsic values and by selling short securities with trading values materially higher than their intrinsic values. Opal also provides discretionary advisory services to Sheppard Wealth Management, LLC, an independent wealth advisor and asset management boutique. Opal manages a proprietary Core Equities strategy and structure portfolios to meet specific client goals, objectives, and risk tolerance.
Disclaimer: Opal Advisors, LLC is a registered investment adviser in the State of Washington. We may not transact business in states where we are not appropriately registered, excluded or exempted from registration. Individual responses to persons that involve either the effecting of transactions in securities or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.