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OPTIMIST CAPITAL
OPTIMIST CAPITAL LLC
CRD 292023 · SEC 801-112387
2401 PGA BLVD, SUITE 148, PALM BEACH GARDENS, FL, 33410, United States
Phone
5617718077
Fax
5617711145
Registration
— (—)
Source
State registered
Total AUM
$96.7M
Discretionary AUM
$96.7M
Team
4 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-07
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingPublication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 22 | $6.0M |
| High net worth individuals | 39 | $75.4M |
| Pension/profit sharing plans | 5 | $12.2M |
| Charitable organizations | 2 | $1.3M |
| Corporations/business entities | 2 | $1.8M |
All web addresses on file
Official SEC filing: View on IAPD