Verified 10 Nov 2026
Optivest, Inc.
Optivest, Inc. is a boutique multi-family office in San Juan Capistrano, California, founded in 1987 to offer wealth management and multi-generational planning to families in Southern California. Its current chief executive bought the firm in 2018 when the founder retired, and it moved to San Juan Capistrano in 2025. Portfolios blend equities, fixed income, alternatives and real estate, and clients are offered DST and 1031 exchange deals through outside managers and developers.
- Type
- Multi-family office
- Location
- San Juan Capistrano, California, United States
- Sectors
- Public equities, Private funds, Real estate, Fixed income
- Fund size / AUM
- $319M regulatory AUM (Form ADV, filed 2026-03-30)
- Latest fund or filing
- 30 Mar 2026
- Website
- www.optivestinc.com
Contacts on file
For Optivest, Inc., the paid file holds: 2 named decision-makers with roles.
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Sources
- adviserinfo.sec.gov/firm/summary/137070
- reports.adviserinfo.sec.gov/reports/ADV/137070/PDF/137070.pdf
- optivestinc.com/
- www.optivestinc.com/
- optivestinc.com/contact/
Last checked 10 Nov 2026. Is something wrong? Tell us.
Appears in 10 lists
Family offices in California (56)US family offices that invest in private funds (85)US family offices that invest in real estate (86)Family offices that invest in fixed income (93)Family offices that invest in private funds (109)Family offices that invest in real estate (149)Multi-family offices in the United States (193)Multi-family offices (236)Family offices that invest in public equities (274)Family offices in the United States (481)