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OPTI CAPITAL MANAGEMENT LP

NEW YORK, NY · CRD 292742 · IAPD ↗ · 212.430.2184

$1.76BRegulatory AUM
6Advisory reps
6Employees
0Clients
0Planning clients
1Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

35
April 2026 — OPTI CAPITAL MANAGEMENT LP reported RAUM down 30% ($2.51B -> $1.76B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
57
April 2025 — OPTI CAPITAL MANAGEMENT LP grew from 5 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
60
April 2025 — OPTI CAPITAL MANAGEMENT LP reported RAUM up 105% ($1.22B -> $2.51B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.