# Optivest Wealth Management

Optivest Wealth Management is a Multi Family Office based in San Juan Capistrano, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** San Juan Capistrano, United States
- **Region:** North America
- **Address:** Dana Point, CA, United States
- **Founded:** 1987
- **Assets under management:** 316 (Altss estimate)
- **Website:** optivestinc.com
- **LinkedIn:** https://www.linkedin.com/company/optivest-inc-/

## Regulatory record

- **Reports private funds:** No

## About

Optivest Wealth Management was founded in 1987 by Mark Van Mourick. Leslie Calhoun acquired the firm and became sole owner in 2019. The firm provides wealth management, financial planning, and alternative investment services focused on multi-generational preservation for families in Southern California. Optivest deploys capital across equities, fixed income, real estate, and alternatives through direct co-investments, SPVs, fund-of-funds, and hedge fund commitments. Confirmed positions include a founding stake in National Storage Affiliates Trust formed in June 2013 and a co-investment in Earthbar acquired alongside Alive Brands in January 2014. Geographic activity centers on North America with additional commodity exposures spanning global energy and metals markets. The firm maintains Optivest Properties as its real estate operating arm and Coil Partners as its investment banking affiliate. It supports the Optivest Foundation, which receives 10 percent of gross revenue from affiliate companies and directs grants to Christian ministries, children, health, and education programs. December 2024 marked Optivest Properties' participation in National Storage Affiliates Trust's internalization of its Participating Regional Operator structure. Optivest operates with an affiliated investment banking platform that executes direct principal investments and advisory mandates alongside external partners such as Alive Brands.

## Sectors

- PropTech
- Healthcare Services
- Industrial Tech
- AgriTech & FoodTech

## People

- Leslie Calhoun — President and CEO
- Mark Van Mourick — Founder
- Warren Allan — President and Co-Founder of Optivest Properties

## Questions

### Who runs investment decisions at Optivest Wealth Management?

Leslie Calhoun serves as President and CEO and sole owner since 2019. Mark Van Mourick founded the firm and retired in 2019. Warren Allan continues as President and Co-Founder of the affiliated Optivest Properties real estate arm.

### Does Optivest participate in fund commitments or only direct deals?

The firm executes both fund commitments and direct co-investments. Confirmed direct activity includes the 2013 formation contribution to National Storage Affiliates Trust and the 2014 Earthbar acquisition alongside Alive Brands.

### What investment stages does Optivest typically target?

Optivest targets growth equity and middle-market opportunities. Its investment banking affiliate focuses on emerging growth and middle-market companies.

### Where does the underlying wealth come from?

Wealth origin is not publicly disclosed. The firm serves select high-net-worth individuals and families in Southern California.

### Does Optivest maintain philanthropic structures, and how are they separated?

The Optivest Foundation receives 10 percent of gross revenue from affiliate companies. It supports Christian ministries, children, health, and education initiatives globally and operates as a separate 501(c)(3) entity established in 2007.

## Related profiles

- [Blue Water Wealth](https://altss.com/profile/blue-water-wealth)
- [Sacred Heart University](https://altss.com/profile/sacred-heart-university)

---

Last updated: 2026-07-08T21:14:18.141Z

Canonical page: https://altss.com/profile/optivest-wealth-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology