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Optivest, Inc.

Optivest, Inc.. CRD 137070

Optivest, Inc. logo

CRD: 137070

Optivest, Inc.

SAN Juan Capistrano, CA, 92675
9493638686
optivestinc.com
$319.4M Total AUM
$210.3M Disc. AUM
0.3% 3Y CAGR
4 Employees
108 ADV. Clients
18 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
TimberAtlas horizon +more
Established Date
03-26-2008
Office Locations
1

Office Locations

30448 Rancho Viejo Road, Suite 230 SAN Juan Capistrano CA

About Optivest, Inc.

Optivest is a boutique multi-family office serving select Southern California individuals and families with wealth management and coordinated financial planning. Using an open-architecture platform, the team builds diversified portfolios across equities, fixed income, alternatives, and real estate, and supports estate/tax planning plus philanthropic and foundation strategies. Real estate/alternative access includes DST/1031 opportunities; custody includes Schwab.

Team overview

46 AVG AGE
$106.5M AVG AUM / ADVISOR
$3.0M AVG AUM / CLIENT
9.7 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
18yrs Firm Age

Insights

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Asset Classes

Momentum summit Quantum Catalyst Horizon Vertex wave Element

Client Personas

Momentum oak Eagle

Custodian

Quantum Alpha zenith Glacier legacy Timber

Investment Themes

Zenith signal Signal North ridge Oak

Investment Vehicles

Signal optima Foundation bridge

Platform

Radial Pathway horizon

Services

Crest Focus Timber Ridge quantum Crest legacy Alpha element Beacon Pioneer value

Technology

Catalyst Alpha Oak focus Legacy vertex

Owner & Executives

L

LESLIE ANN CALHOUN

Chief Compliance Officer, Chief Executive Officer, President

CRD
#2047866
Ownership
Less than 5%
(836) 614-6672
momentum.wave@glaciercapital.com
in linkedin.com/in/harbor-quantum
M

MATTHEW MICHAEL MCMANUS

Chief Operating Officer, Wealth Advisor

CRD
#5092477
Ownership
Less than 5%
(543) 357-2900
glacier.element@pioneercapital.com
in linkedin.com/in/fusion-matrix

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Contacts

L

LESLIE ANN CALHOUN

Chief Compliance Officer, Chief Executive Officer, President

CRD
#2047866
(266) 613-2059
eagle.foundation@glaciercapital.com
in linkedin.com/in/pathway-prime
M

MATTHEW MICHAEL MCMANUS

Chief Operating Officer, Wealth Advisor

CRD
#5092477
(321) 666-6406
capital.matrix@primecapital.com
in linkedin.com/in/delta-pioneer
T

Timber vector

Unison momentum

CRD
#53388
(723) 459-8623
wave.vector@embercapital.com
in linkedin.com/in/foundation-foundation

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-29-2022
03-21-2023
03-27-2024
04-01-2025
03-30-2026
Category Assets AVG. Account size
Discretionary $210,288,725 $657,152
Non-Discretionary $109,148,773 $1,070,086
Total $319,437,498 $756,961

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Separately Managed Accounts

Total SMA Asset: $319,437,498

$319.4M Total SMA
Equity - Exchange:
21.0%
Public Funds:
9.2%
Private Funds:
40.2%
Other:
16.5%
Cash:
13.1%
Asset class Assets Assets %
Equity - Exchange $1,194,372,854 21.0%
Public Funds $523,249,060 9.2%
Private Funds $2,286,370,891 40.2%
Other $938,435,814 16.5%
Cash $745,061,160 13.1%
Total $5,687,489,779 100.0%

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