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Optima Capital Management LLC

● SEC registered since 2025CRD 306036SEC# 801-131999Tempe, AZ
Export (members)
Reg. AUM
$116.5M
Employees
4
Accounts
340
Location
Tempe, AZ

Optima Capital Management LLC assets under management

Optima Capital Management LLC is an SEC-registered investment adviser based in Tempe, AZ. The firm has been registered since 2025. It reports $116.5 million in regulatory assets under management and employs 4 people.

Optima Capital Management LLC owners & executives

2 reported
NameTitleOwnershipSince
Jonathan Michael Elliott ControlCo-Founder & Chief Compliance Officer50-75%2019
Todd Michael Bendell ControlCo-Founder50-75%2019

Frequently asked questions

How much does Optima Capital Management LLC manage?

Optima Capital Management LLC reports $116.5 million in regulatory assets under management on its Form ADV.

How many employees does Optima Capital Management LLC have?

Optima Capital Management LLC reports 4 employees.

Where is Optima Capital Management LLC located?

Optima Capital Management LLC is based in Tempe, AZ and has been SEC-registered since 2025.

Does Optima Capital Management LLC disclose fund performance?

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

Contact & registration

Address222 S Mill Ave, Ste 800, Tempe, AZ 85281
Phone480-757-9052
Fax480-463-4567
Office hours8:00 a.m. - 5:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyYes

Assets under management

Discretionary$116.5M
Non-discretionary$0
Total (RAUM)$116.5M