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 06/30/20. The fund's latest filing disclosed 577MM in positions, representing 112% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/09 to 06/30/20. The fund's latest filing disclosed 577MM in positions, representing 112% 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 | 7.69% | ETF | 7% | -0.01% | 0 | 8% | ||
| MSFT | 5.33% | Tech | 2.36% | -0.38% | 0 | 52% | ||
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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
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