NARWHAL CAPITAL Overview
Narwhal Capital Management is an investment advisor that manages 516.4 MM dollars in regulatory AUM and has 6 employees, of which 5 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/09 to 03/31/21. The fund's latest filing disclosed 737MM in positions, representing 143% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/09 to 03/31/21. The fund's latest filing disclosed 737MM in positions, representing 143% of the manager's regulatory AUM.
NARWHAL CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
Register for more...
Fundamental & Technical Factor Exposure
NARWHAL CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IVV | 6.24% | ETF | 11.69% | -0.01% | 0 | 0% | ||
| AAPL | 5.36% | Tech | 20.84% | 0.21% | 0 | 0% | ||
|
Get the Full Report |
||||||||
FEATURED IN
NARWHAL CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Matthew D. Burton | Chief Executive Officer And Founder | May-2005 |
| John J. Holt | Chief Compliance Officer | January-2013 |
NARWHAL CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Auditor | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
NARWHAL CAPITAL Investment Strategy
NARWHAL CAPITAL Portfolio Concentration
NARWHAL CAPITAL Location
531 ROSELANE STREET
SUITE 420
MARIETTA, Georgia
UNITED STATES, 30060
SUITE 420
MARIETTA, Georgia
UNITED STATES, 30060
NARWHAL CAPITAL Contact Information
Phone Number: 770-344-0172
Fax Number: 770-344-0175
Website: http://www.narwhalcapital.com
Fax Number: 770-344-0175
Website: http://www.narwhalcapital.com
READ RECENT SYMMETRIC REPORTS
Disclaimer
The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
