Multi family office · Dana Point, United States

Optivest

AUM $430M4 contactswww.optivestinc.com

About Optivest

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.

Real estate mandate

PROPERTY FOCUS
Multifamily, Industrial, Hospitality
STRATEGY
Not stated
DEAL FORMAT
Joint venture, Fund commitments
TARGET MARKETS
United States

Contacts at Optivest

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4 contacts with names, emails and LinkedInUnlock with a membership

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