OPTIMA CAPITAL MANAGEMENT INC
Legal name: OPTIMA CAPITAL MANAGEMENT, INC.
CRD #111409 SEC #801-57706 SAN ANTONIO, TX 210-497-4488
SEC Registered
Total AUM
$247.2M
Discretionary
$247.2M
Employees
7
Clients
0
Accounts
228
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2014 | $251.8M | $251.8M | $0 | 7 | 200 |
| Nov 2013 | $251.8M | $246.1M | $5.6M | 7 | 200 |
| Feb 2013 | $247.2M | $247.2M | $0 | 7 | 200 |
| Feb 2013 | $247.2M | $247.2M | $0 | 7 | 200 |
| Feb 2012 | $227M | $227M | $0 | 1 | 163 |
| Jul 2011 | $163.8M | $163.8M | $0 | 5 | -- |
| Jun 2011 | $163.8M | $163.8M | $0 | 5 | -- |
| Mar 2009 | $119.4M | $119.4M | $0 | 10 | -- |
| Mar 2008 | $151.1M | $151.1M | $0 | 10 | -- |
| Mar 2007 | $120.2M | $120.2M | $0 | 10 | -- |
| Mar 2006 | $94.3M | $94.3M | $0 | 10 | -- |
| Mar 2004 | $72M | $72M | $0 | 10 | -- |
| Mar 2002 | $37.9M | $0 | $37.9M | 5 | -- |
| Aug 2001 | $34M | $0 | $34M | 5 | -- |
DateMar 2014
Total AUM$251.8M
Discretionary$251.8M
Non-Disc.$0
Employees7
Clients200
DateNov 2013
Total AUM$251.8M
Discretionary$246.1M
Non-Disc.$5.6M
Employees7
Clients200
DateFeb 2013
Total AUM$247.2M
Discretionary$247.2M
Non-Disc.$0
Employees7
Clients200
DateFeb 2013
Total AUM$247.2M
Discretionary$247.2M
Non-Disc.$0
Employees7
Clients200
DateFeb 2012
Total AUM$227M
Discretionary$227M
Non-Disc.$0
Employees1
Clients163
DateJul 2011
Total AUM$163.8M
Discretionary$163.8M
Non-Disc.$0
Employees5
Clients--
DateJun 2011
Total AUM$163.8M
Discretionary$163.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$119.4M
Discretionary$119.4M
Non-Disc.$0
Employees10
Clients--
DateMar 2008
Total AUM$151.1M
Discretionary$151.1M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$120.2M
Discretionary$120.2M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$94.3M
Discretionary$94.3M
Non-Disc.$0
Employees10
Clients--
DateMar 2004
Total AUM$72M
Discretionary$72M
Non-Disc.$0
Employees10
Clients--
DateMar 2002
Total AUM$37.9M
Discretionary$0
Non-Disc.$37.9M
Employees5
Clients--
DateAug 2001
Total AUM$34M
Discretionary$0
Non-Disc.$34M
Employees5
Clients--