Opal Advisors, LLC
● SEC registered since 2025CRD 164014SEC# 801-132775Bellevue, WA
Ranks #5,284 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$174M
Fund GAV
$2.7M
Private funds
1
Employees
6
Accounts
381
Location
Bellevue, WA
Opal Advisors, LLC assets under management
Opal Advisors, LLC operates as an SEC-registered investment adviser based in Bellevue, WA. The firm has been registered since 2025. It reports $174 million in regulatory assets under management and employs 6 people. Opal Advisors, LLC manages 1 private fund with combined gross assets of $2.7 million, including Opal Sheppard Opportunities Fund I LP. By regulatory assets, it ranks 5,284 of 6,004 private fund managers.
Opal Advisors, LLC private funds
1 funds · $2.7M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Opal Sheppard Opportunities Fund I LP | Hedge | $2.7M | $250K |
Opal Advisors, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bao Gia Ly Control | Chief Compliance Officer, Director Of Operatoins | 10-25% | 2022 |
| James Phuc Hua Control | Principal | 50-75% | 2012 |
| Justin Kwai Mung Young Control | Director Of Investments | 10-25% | 2025 |
Frequently asked questions
How much does Opal Advisors, LLC manage?
Opal Advisors, LLC reports $174 million in regulatory assets under management on its Form ADV.
How many private funds does Opal Advisors, LLC manage?
Opal Advisors, LLC manages 1 private funds with combined gross assets of $2.7 million.
How many employees does Opal Advisors, LLC have?
Opal Advisors, LLC reports 6 employees.
Where is Opal Advisors, LLC located?
Opal Advisors, LLC is based in Bellevue, WA and has been SEC-registered since 2025.
Does Opal Advisors, LLC disclose fund performance?
Opal Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3150 Richards Road, Suite 240, Bellevue, WA 98005 |
| Phone | 425-835-3276 |
| Fax | 877-836-7651 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1660855 |
| Discloses disciplinary history | No |
Regulatory AUM
$174M▲ 43%
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 79%
Larger than 21% of 16,271 advisers
AUM vs fund managersTop 88%
Larger than 12% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$174Mregulatory AUM
Discretionary $165.7MNon-discretionary $8.3M
Service providers
Auditor
Prime broker
Custodian
Administrator