# Blue Opal Capital, LLC

> Blue Opal Capital, LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 10, 2026.

- CRD: 315680
- Filed as: BLUE OPAL CAPITAL, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: September 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/315680
- AdvisorCensus page: https://advisorcensus.com/firm/blue-opal-capital-llc-new-york-ny-315680

## Quick answers

**How is Blue Opal Capital, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Blue Opal Capital, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Blue Opal Capital, LLC located?**
Blue Opal Capital, LLC's principal office is in New York, NY, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Blue Opal Capital, LLC registered with the SEC or a state?**
Blue Opal Capital, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 315680.

**How much does Blue Opal Capital, LLC manage?**
Blue Opal Capital, LLC reports $498,505,088 in regulatory assets under management in its Form ADV filing dated September 10, 2026 (100% discretionary).

**How have Blue Opal Capital, LLC's assets and staff changed since 2022?**
In the Form ADV data for Blue Opal Capital, LLC: Regulatory assets under management: $321,924,894 in the October 2025 data and $498,505,088 in the October 2026 data, up 55%. Total employees: 4 in October 2025 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Blue Opal Capital, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (39).

**Does Blue Opal Capital, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/315680

**What changed in Blue Opal Capital, LLC's recent Form ADV filings?**
In the May 2026 filing data: Regulatory assets under management went from $441,722,700 to $498,505,088 (+13%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $498,505,088
- Discretionary: $498,505,088
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 39 | $498,505,088 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Coral Gables, FL

### Websites listed on Form ADV (Item 1.I)
- [blueopalcapital.com](https://blueopalcapital.com)
- LinkedIn @blueopalcapital

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | Not reported | Not reported | March 31, 2022 |
| October 2023 | Not reported | Not reported | March 31, 2023 |
| October 2024 | Not reported | Not reported | March 29, 2024 |
| October 2025 | $321,924,894 | 4 | July 2, 2025 |
| October 2026 | $498,505,088 | 4 | September 10, 2026 |

Regulatory assets under management: $321,924,894 in the October 2025 data and $498,505,088 in the October 2026 data, up 55%.
Total employees: 4 in October 2025 and 4 in October 2026.

## Changes in the filing (last 12 months)

### May 2026
- Regulatory assets under management went from $441,722,700 to $498,505,088 (+13%).

### April 2026
- Regulatory assets under management went from $321,924,894 to $441,722,700 (+37%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Blue Opal Capital, LLC (CRD 315680): Form ADV filing data as of October 2026.