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Narwhal Capital Management
Narwhal Capital Management is an SEC-registered investment adviser in Marietta, GA, since 2006. The firm manages $2.1 billion in assets, $2.0 billion on a...
Narwhal Capital Management
Narwhal Capital Management is an SEC-registered investment adviser in Marietta, GA, since 2006. The firm manages $2.1 billion in assets, $2.0 billion on a discretionary basis. It has 18 employees and 12 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2006
Location
Region
North America
Country
United States
City
Marietta
Corporate office
Marietta, GA, United States
Frequently asked questions
Does Narwhal Capital Management invest in private companies or alternative assets?
No. Narwhal Capital Management invests exclusively in publicly traded equities. The firm does not operate private equity, venture capital, private credit, or real asset strategies. Its sole vehicle is a mutual fund that provides daily liquidity while pursuing a concentrated, long-term investment philosophy.
How concentrated is Narwhal Capital Management's portfolio?
The firm's mutual fund portfolio historically holds between 20 and 25 positions, a level of concentration that sits well outside the norm for most actively managed equity funds. This structure allows each holding to meaningfully influence performance, aligning with a high-conviction philosophy rather than a diversification-driven approach.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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