LP Profile

Optima Capital Management

Also known as Optima Capital, OCM

Multi Family Office (MFO)Tempe, United StatesFounded 2019
$55M
Assets Under Management
Tempe
Headquarters
Investment Focus

About Optima Capital Management

Optima Capital Management is a multi-family office based in Tempe, Arizona. Established in 2019, the family office is an independent, privately-owned wealth management firm offering family office, goals-based planning, and investment management services to high-net-worth individuals and families. The assets are managed by the executive team.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Optima Capital Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$150.3M
Total Clients
427
Filing Date
April 22, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is Optima Capital Management?

Optima Capital Management is a multi family office (mfo) based in Tempe, United States, managing approximately $55M in assets.

Where is Optima Capital Management headquartered?

Optima Capital Management is headquartered in Tempe, United States.

How much does Optima Capital Management manage?

Optima Capital Management manages approximately $55M in assets under management.

When was Optima Capital Management founded?

Optima Capital Management was founded in 2019.

How can I contact Optima Capital Management?

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