OPTIMAL CAPITAL ADVISORS, LLC
SEC file number 801-68219
· TRAVERSE CITY, MI
https://optimalblue.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$116.6M
Discretionary AUM
$116.6M
Employees
3
Clients
—
Firm
- Address
- 12935 SW BAYSHORE DR
TRAVERSE CITY, MI 49684 - Phone
- —
- Website
- https://optimalblue.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 2, 2026
Possible Form D name matches (not verified)
- Optimal Access I, LLC High name-match confidence · CIK 1996207 · MI
- Optimal Atterx BIO - PFD C, LLC High name-match confidence · CIK 1996208 · MI
- Optimal Dynamics, Inc. High name-match confidence · CIK 1811941 · NY
- Optimal Health Advocates, LLC High name-match confidence · CIK 1996209 · MI
- Optimal MCAP Fund II, LLC High name-match confidence · CIK 1996224 · MI
- Optimal SIC 6X9 - B3 PFD, LLC High name-match confidence · CIK 1996226 · MI
- Optimal SIC 6X9, LLC High name-match confidence · CIK 1996158 · MI
- Optimal SM Capital Fund I, LLC High name-match confidence · CIK 1996229 · MI
- ORBIS OPTIMAL GLOBAL FUND, L. P. Medium name-match confidence · CIK 936727 · DE
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Optimal SM Capital Fund I, LLC · D/A · Sep 15, 2026$7.1M
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Optimal SIC 6X9, LLC · D/A · Sep 15, 2026$13.5M
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Optimal SIC 6X9 - B3 PFD, LLC · D/A · Sep 15, 2026
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Optimal MCAP Fund II, LLC · D/A · Sep 15, 2026
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Optimal Health Advocates, LLC · D/A · Sep 15, 2026
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Optimal Atterx BIO - PFD C, LLC · D/A · Sep 15, 2026
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Optimal Access I, LLC · D/A · Sep 15, 2026
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ORBIS OPTIMAL GLOBAL FUND, L. P. · D/A · Jul 14, 2026
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ORBIS OPTIMAL GLOBAL FUND, L. P. · D/A · Jul 9, 2025
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Optimal Dynamics, Inc. · D · Apr 28, 2025$43M