OPTIMIST VENTURES LLC

RIASEC RegisteredEst. 2025
Total AUM
$311M
Discretionary
$311M
100% of AUM
Avg account
$156M
Accounts
2
Employees
3
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
337808
Registered since
September 24, 2025
Fee structure
Percentage of AUM
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Optimist Ventures LLC is an individual-owned investment manager that focuses on private equity and venture capital strategies. The firm is organized as an LLC and is registered with the SEC as of 2025. Its primary business activity is portfolio management for pooled investment vehicles, and it functions as sponsor, general partner and managing member of those vehicles rather than as a traditional retail advisor. Clients are institutional, and the firm charges fees as a percentage of assets under management. Optimist does not identify as an active ESG investor and is not structured as a multi-state adviser or related adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • MICHAEL BLOCK

    Market StrategistCRD 2155607

  • Tedd Himler

    Founder & Managing PartnerCRD 5808647

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
33 W 17th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth