Optivest is a family office - multi based in Dana Point, United States. Verified contact details, AUM data, and investment preferences on FindLPs.
Optivest began in 1987 with the goal of providing holistic wealth management services to a select group of successful individuals and families in Southern California. For over 30 years, we've fostered success for our clients while growing alongside their achievements and progress.
Investment types: Investment Funds, Joint Venture/Partner, Philanthropy, Private Equity, Asset Disposition
Sectors & themes: Charitable Investments, Hotels & Resorts Property Acquisition & Development, Real Estate Services & Management, Residential Property Acquisition & Development, High-Level Sectors, Non-Profit, Real Estate, Real Estate Investment & Development, Real Estate Services & Management & Management
Preferred geographies: United States
Location: 24901 Dana Point Harbor Drive\nSuite 200\nDana Point\nCalifornia\n92629\nUnited States
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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.