| Name | Title | Ownership | Since |
|---|---|---|---|
| Leslie a Calhoun Revocable Living Trust Udt July 18, 2013 Control | Shareholder | Over 75% | 2024 |
| Leslie Ann Calhoun Control | President/Chief Compliance Officer/Ceo | Under 5% | 2018 |
| Matthew Michael McManus Control | Coo | Under 5% | 2024 |
Optivest, Inc. reports $316.1 million in regulatory assets under management on its Form ADV.
Optivest, Inc. reports 4 employees.
Optivest, Inc. is based in San Juan Capistrano, CA and has been SEC-registered since 2008.
Optivest, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 30448 Rancho Viejo Road, Suite 230, San Juan Capistrano, CA 92675 |
| Phone | 949-363-8686 |
| Fax | 949-363-1133 |
| Office hours | Mon-Th 8a.m.-5p.m., Fri 8a.m.-3p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $183.7M |
| Non-discretionary | $132.4M |
| Total (RAUM) | $316.1M |