Updated:
Optimus Advisory Group
OPTIMUS ADVISORY GROUP is a state-registered investment adviser in IRVINE, CA. The firm manages $35 million in assets, $34 million on a discretionary basis.
Overview
OPTIMUS ADVISORY GROUP is a state-registered investment adviser in IRVINE, CA. The firm manages $35 million in assets, $34 million on a discretionary basis. It has 2 employees and 2 investment advisers.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Irvine
Corporate office
New York, NY, United States
Principals
Guy Cirillo
Principal
Michael D'Angelo
Principal
Michael Appel
Principal
Sector focus
Frequently asked questions
What investment stages does Optimus Advisory Group typically target?
The firm targets a mix of direct co-investments, primary fund commitments, and secondary opportunities. Stage preferences span from venture capital to private credit and real estate. The firm does not publicly disclose minimum check sizes or target hold periods.
How does Optimus Advisory Group source proprietary deal flow?
Deal flow comes primarily from the institutional networks of its three principals, each of whom held roles at major banks and investment firms. The firm does not market publicly or maintain a public deal-sourcing platform. This referral-based model is typical of boutique multi-family offices.
What is Optimus Advisory Group's known posture on co-investments alongside external GPs?
The firm participates in co-investments alongside external general partners, particularly in real estate and private credit deals. Co-investment structures allow clients to invest directly in specific assets without paying fund-level fees. The firm does not publish a standard co-investment commitment size.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research Optimus Advisory Group in Altss
Explore available research and relationship coverage for this adviser in Altss.