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 in Tempe, Arizona, established in 2019. It is an independent, privately-owned wealth management firm that provides family office, goals-based planning and investment management services to high-net-worth individuals and families. The executive team manages the assets.

Preferred Investment Types

Real Estate - General

Preferred Sectors & Themes

Real EstateResidential Property Acquisition & DevelopmentIndustrial Property Acquisition & DevelopmentRetail Property Acquisition & Development
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.

What does Optima Capital Management invest in?

Optima Capital Management focuses on Real Estate - General, Real Estate, Residential Property Acquisition & Development, Industrial Property Acquisition & Development, Retail Property Acquisition & Development.

How can I contact Optima Capital Management?

Verified contact details, key decision-makers, and investment preferences for Optima Capital Management are available on LPbacked. Create a free account to access them.