Opti Capital Management provides investment advice to private investment funds. The firm manages these funds on a discretionary basis, meaning they make investment decisions without specific client approval for each transaction. The funds are managed according to their own objectives and are not tailored to individual investors.
Assets Under Management$2.5B
Clients5
AdvisorsN/A
Avg. per Client$500M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
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