Vorpal, LLC
VORPAL, LLC is a registered investment adviser headquartered in Scottsdale, Arizona. The firm offers investment advisory services as well as financial planning and consulting services. As of April 2024, VORPAL had approximately $2.9 billion in regulatory assets under management. The firm has operated since at least December 2019 and serves institutional and high-net-worth clients seeking both portfolio management and consulting. It is classified as a limited liability company.
Investment Strategy
VORPAL, LLC pursues a diversified investment strategy overseeing a broad portfolio of U.S. exchange-traded stocks, closed-end investment companies, and ETFs, as well as certain convertible debt securities, options, and warrants. The firm exercises investment discretion on behalf of clients, emphasizing regulatory compliance and diversification across hundreds of Section 13(f) securities. Besides investment management, it offers tailored financial planning and consulting services to meet client objectives.
Top Holdings
Equity Positions (2)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
E EPD | ENTERPRISE PRODS PARTNERS L | 99.15% | $24.3M | 783,541 | $25.07 | $31.01 | -$2.5M |
V VIG | VANGUARD SPECIALIZED FUNDS | 0.85% | $209.4K | 1,023 | $204.67 | $204.67 | +$209.4K |