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Optimus Advisory Group
OPTIMUS ADVISORY GROUP is an SEC-registered investment adviser in IRVINE, CA. The firm manages $35 million in assets, $34 million on a discretionary basis.
Optimus Advisory Group
OPTIMUS ADVISORY GROUP is an SEC-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
Who runs investment decisions at Optimus Advisory Group?
Investment decisions are made by the firm's three principals: Guy Cirillo, Michael D'Angelo and Michael Appel. Each has institutional experience from prior roles at large financial firms such as UBS and Morgan Stanley. The principals collaborate on sourcing and underwriting deals, with no single designated CIO (per public record).
Is Optimus Advisory Group a single-family office or a multi-family office?
Optimus Advisory Group operates as a multi-family office, serving multiple unrelated families rather than a single dynasty. The firm provides outsourced investment management services to a small number of high-net-worth clients. This structure is distinct from a single-family office like Cascade or ICONIQ, which serve one primary fortune.
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.
Does Optimus Advisory Group maintain philanthropic structures?
There is no public record of Optimus Advisory Group operating a dedicated philanthropic foundation or donor-advised fund program for its clients. If clients maintain individual charitable vehicles, those are managed separately from the firm's investment offerings (per public record).
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.
Where does the underlying wealth managed by Optimus Advisory Group come from?
The source of wealth for the families served by Optimus Advisory Group is not publicly disclosed. The firm does not disclose client identities or the industries that generated the wealth it manages. This level of privacy is typical for multi-family offices serving ultra-high-net-worth clients.
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