Mandate & appetite
- Preferred strategies
- Core, Opportunistic, Value Add
- Target geographies
- Us & Canada
- Typical ticket
- $2m–$10m
- AUM
- —
- Real-asset allocation
- RE 100%
- Appetite
- —
Investor profile
Optima Capital Management LLC, founded in 2019 in Arizona by Todd Bendell and Jonathan Elliott, is a privately owned wealth management firm specializing in family office and goals-based financial planning services for high-net-worth clients, emphasizing fiduciary-based investment advisory.
Unlock mandates & allocation signals
See Optima Capital Management's active mandates and live allocation signals — plus named decision-makers, unlimited AI capital-matching and CSV export.
- Active mandates (strategy, asset class, geography, ticket, target IRR)
- Live allocation signals with sources
- Named CIOs & IC members + email & LinkedIn
From $599/mo · 20% off annual
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