OPTIMIST CAPITAL

OPTIMIST CAPITAL of PALM BEACH GARDENS, FL is an SEC-registered investment adviser (CRD 292023). Regulatory assets under management: $96.7M.

Registration

• CRD: 292023
• SEC file number: 801-112387
• Type: Registered investment adviser
• Location: 2401 PGA BLVD, PALM BEACH GARDENS, FL, 33410
• Phone: 5617718077
• Latest filing: 2026-01-07
• Regulatory AUM: $96.7M
• Discretionary AUM: $96.7M
• Clients: 4
• Accounts: 70

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Corporations.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 292023 on SEC IAPD (source of record)
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