Private Market View

OPTIMAL CAPITAL ADVISORS, LLC

PE / buyout · TRAVERSE CITY, MI

AUM
Portfolio companies
Recorded deals
Last investment

Key facts

  • OPTIMAL CAPITAL ADVISORS, LLC is a private equity firm based in TRAVERSE CITY, MI.

Registered with the SEC

Form ADV · 2026-03 · CRD 144719
Regulatory AUM
Private fund assets
$100.4M
Private funds
13 · 9 private equity, 2 real estate, 2 other
Staff
2
Registered office
TRAVERSE CITY, MI
SEC status
Approved

Source: SEC Investment Adviser Public Disclosure, Form ADV.

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Portfolio

Portfolio — not yet on record

No portfolio companies for OPTIMAL CAPITAL ADVISORS, LLC are on record yet. Positions surface from round participations, filings, and coverage.

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