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1825 Nw Corporate Blvd. Suite 200, Boca Raton, FL 33431 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
Branch Locations
1825 Nw Corporate Blvd. Suite 200, Boca Raton, FL 33431 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Shorebird Capital, Lp | Newport Beach | CA | 02/2018 | Present |
| Graff Capital Management, Llc | Austin | TX | 10/2015 | 01/2018 |
| Titleist Asset Management, Ltd. | Newport Beach | CA | 01/2019 | 02/2023 |
| Opal Capital Llc | Palm Beach Gardnes | FL | 07/2022 | Present |
| Titleist Asset Management, Llc | San Antonio | TX | 03/2023 | Present |
Shorebird Capital Portfolio Manager/Co-CIO Since 02/2018 Investment Related Opal Capital Palm Beach Gardens FL Investment Adviser Founder/CIO Since 07/2022 investment related Titleist Asset Management, LLC San Antonio TX Investment Adviser Representative Since 03/2023 Investment related OCIO Services Mr. Graff serves as an Outsourced Chief Investment Officer ("OCIO") for unaffiliated thrid-party investment advisers. Investment Related
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-08-19 |
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