Investment adviser · CRD 111409

OPTIMA CAPITAL MANAGEMENT, INC.

Investment adviser filing (IA)

OPTIMA CAPITAL MANAGEMENT INC

SAN ANTONIO, TX, United States · Form ADV filed Mar 25, 2014

Regulatory AUM
$252M
Form ADV · Item 5.F
Client accounts
226
Accounts, not individual clients
Employees
7
Reported in this filing
Advisory professionals
3
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 25, 2014. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets · Fixed

Principal office

19134 STONE OAK PARKWAY, SUITE 200
SAN ANTONIO, TX, 78258, United States

CRD 111409

Filing source

Form ADV 789687 · Mar 25, 2014 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.