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 09/30/20. The fund's latest filing disclosed 619MM in positions, representing 120% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/09 to 09/30/20. The fund's latest filing disclosed 619MM in positions, representing 120% 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 | 6.74% | ETF | 15.25% | -0.02% | 0 | 10% | ||
| AAPL | 6.22% | Tech | 18.39% | 0.2% | 0 | 36% | ||
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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
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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