Optimo Capital
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Optimo Capital works primarily with emerging companies, startups, and the founders, executives, and employees associated with those businesses, providing portfolio supervision and a range of related financial advisory services. In addition to investment supervision, the firm offers strategic consulting for early‑stage companies, including financial modeling, capital‑raising support, employee‑benefits design, and preparation of investor materials.
The firm characterizes its relationship as assets under supervision or consultation rather than discretionary management, avoiding proprietary portfolios and trading ahead of client accounts. Its investment process combines top‑down macro analysis and bottom‑up credit and security research, documents client goals in written Investment Policy Statements, and performs regular internal portfolio reviews.
Optimo Capital departs from many peers by offering a mix of fee arrangements—hourly and project billing alongside percentage‑of‑assets fees—and by having no stated account minimums, which facilitates work with individual founders and employees. The firm’s regular involvement in deal structuring, due‑diligence support, and leveraging of venture‑capital relationships for client capital‑raising is a notable advisory focus compared with managers that concentrate on pooled or institutional mandates.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Startup equity planning
Occupation focus
Founder/Business Owner
Executive
Fee options
Project fees negotiated per engagement; half payable upon agreement, half upon completion
$0 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.80% $10,000,001+: 0.60%
$125 to $350 per hour for professionals; starting from $50 per hour for staff
Fee-only: Hourly fees from $50 to $350 per hour; project fees negotiated per engagement; fees based on percentage of assets under supervision as per tiered schedule
Main office location
Optimo Capital
2443 Fillmore St #380 1253
San Francisco CA 94115, United States
Number of offices
1
Most active in
Optimo Capital has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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