Optivest began in 1987 with the goal of providing holistic wealth management services to a select group of successful individuals and families in Southern California. For over 30 years, we've fostered success for our clients while growing alongside their achievements and progress.
Public regulatory records matched to Optivest from SEC and IRS filings.
Public filings matched to Optivest across SEC, IRS, DOL and international registers — newest first.
Cross-referenced from the LPbacked Signal Feed.
Browse more multi family offices (mfo) and other institutional investors by location and type in the LPbacked limited-partner database.
Optivest is a multi family office (mfo) based in Dana Point, United States, managing approximately $430M in assets.
Optivest is headquartered in Dana Point, United States.
Optivest manages approximately $430M in assets under management.
Optivest focuses on Investment Funds, Joint Venture/Partner, Philanthropy, Private Equity, Asset Disposition, Charitable Investments, Hotels & Resorts Property Acquisition & Development, Real Estate Services & Management.
Verified contact details, key decision-makers, and investment preferences for Optivest are available on LPbacked. Create a free account to access them.