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Optima Capital
Optima Capital is an SEC-registered investment adviser in Beaverton, OR, registered since 2021. The firm manages approximately $380 million in regulatory...
Optima Capital
Optima Capital is an SEC-registered investment adviser in Beaverton, OR, registered since 2021. The firm manages approximately $380 million in regulatory assets. It has 7 employees and 7 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
1989
Location
Region
North America
Country
United States
City
Beaverton
Corporate office
Liberty, MO, United States
Principals
Shane Brimmer
Managing Director
Sector focus
Frequently asked questions
Does Optima Capital participate in fund commitments or only direct deals?
Optima Capital is strictly a direct lender. It does not invest in third-party real estate funds or joint ventures. Each loan is originated, underwritten, and funded directly by the firm using proprietary capital — a posture that bypasses the syndication and aggregation layers common in institutional commercial real estate debt.
How is Optima Capital's loan book sourced?
Deal flow comes through a network of commercial real estate brokers, repeat borrowers, and direct referrals centered in the Kansas City metropolitan area and the broader Midwest. The firm's 35-year local history has built origination relationships that are difficult for newer market entrants to replicate quickly.
What is Optima Capital's known posture on co-investments alongside external GPs?
Optima does not pursue co-investment structures because it does not serve as a limited partner in external funds or venture vehicles. As a balance-sheet lender, the firm retains 100% of the credit risk and return on every loan it originates, which precludes the LP/GP co-investment model entirely.
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