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OPTIMIST VENTURES LLC

NEW YORK, NY · CRD 337808 · IAPD ↗ · 516 510 4882

$311.3MRegulatory AUM
1Advisory reps
3Employees
0Clients
0Planning clients
2Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

51
April 2026 — OPTIMIST VENTURES LLC reported RAUM up 41% ($227.1M -> $319.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
80
December 2025 — OPTIMIST VENTURES LLC (NEW YORK, NY) is newly SEC-registered with $227.1M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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