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Optima Capital LLC

● SEC registered since 2021CRD 310146SEC# 801-120712Beaverton, OR
Export (members)
Reg. AUM
$292.8M
Employees
7
Accounts
1,409
Location
Beaverton, OR

Optima Capital LLC assets under management

Optima Capital LLC operates as an SEC-registered investment adviser based in Beaverton, OR. The firm has been registered since 2021. It reports $292.8 million in regulatory assets under management and employs 7 people.

Optima Capital LLC owners & executives

2 reported
NameTitleOwnershipSince
Justin Allen Boggs ControlManaging Member/Chief Operating Officer50-75%2023
Tobin Dennis Wills ControlManaging Member/Chief Compliance Officer25-50%2023

Frequently asked questions

How much does Optima Capital LLC manage?

Optima Capital LLC reports $292.8 million in regulatory assets under management on its Form ADV.

How many employees does Optima Capital LLC have?

Optima Capital LLC reports 7 employees.

Where is Optima Capital LLC located?

Optima Capital LLC is based in Beaverton, OR and has been SEC-registered since 2021.

Does Optima Capital LLC disclose fund performance?

Optima Capital LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address500 SW 116th Ave., Suite 400, Beaverton, OR 97225
Phone503-270-1314
Office hours9:00 a.m. - 4:30 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$292.8M
Non-discretionary$0
Total (RAUM)$292.8M