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 12/31/20. The fund's latest filing disclosed 704MM in positions, representing 136% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/09 to 12/31/20. The fund's latest filing disclosed 704MM in positions, representing 136% of the manager's regulatory AUM.
NARWHAL CAPITAL StockAlpha
Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
NARWHAL CAPITAL Since Last Filing Return Details
Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
---|---|---|---|---|---|---|---|---|
IVV | 6.54% | ETF | 10.75% | -0.01% | 0 | 10% | ||
AAPL | 6.22% | Tech | 1.46% | -0.55% | 0 | 52% | ||
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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
Methods of Analysis, Investment Strategies and Risk of Loss 12
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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
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