SEC Form ADV

OPTIMA CAPITAL LLC

Firm profile: Optima Capital Management — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserOR
$379.8M
Assets Under Management
5
Total Clients
7
Employees
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Registration Details

Accession
crd-310146
Location
BEAVERTON, OR
Filing Date
March 19, 2026
AUM
$379.8M
Total Clients
5
Employees
7
Amendment
No

Client Types

IndividualsHNW IndividualsCorporations

About this Adviser

OPTIMA CAPITAL LLC is a registered investment adviser headquartered in BEAVERTON, OR, managing approximately $379.8M in assets across 5 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.