# Narwhal Capital Management

Narwhal Capital Management is a Bank / Wealth / Trust based in Marietta, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Marietta, United States
- **Region:** North America
- **Address:** Marietta, GA, United States
- **Founded:** 2006
- **Assets under management:** Undisclosed
- **Website:** narwhalcapital.com
- **LinkedIn:** https://www.linkedin.com/company/narwhal-capital-management

## Regulatory record

- **CRD number:** 135958
- **SEC file number:** 801-66563
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-07T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/135958

## About

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.

## 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.

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Last updated: 2026-06-03T20:00:00.000Z

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