# Optima Capital

Optima Capital is a Bank / Wealth / Trust based in Beaverton, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Beaverton, United States
- **Region:** North America
- **Address:** Liberty, MO, United States
- **Founded:** 1989
- **Assets under management:** Undisclosed
- **Website:** optimacap.com
- **LinkedIn:** https://www.linkedin.com/company/optima-capital

## Regulatory record

- **CRD number:** 310146
- **SEC file number:** 801-120712
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/310146

## About

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.

## Sectors

- Real Estate
- Private Credit

## People

- Shane Brimmer — Managing Director

## 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.

## Related profiles

- [Opes Wealth Management (OWM)](https://altss.com/profile/opes-wealth-management-owm)
- [Optimize Wealth Management](https://altss.com/profile/optimize-wealth-management)

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Last updated: 2026-06-03T20:00:00.000Z

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