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Optimal Sm Capital Fund I, LLC

Real Estate FundFund ID 805-2129563756Michigan, United States
Gross assets
$8.6M
Min. investment
$100K
Beneficial owners
0
Size rank
Top 80%
Audited
No
Structure
Feeder

About this fund

Optimal Sm Capital Fund I, LLC is a real estate fund managed by Optimal Capital Advisors, LLC. The fund reports $8.6 million in gross assets, placing it among the top 80% of private funds by size. The stated minimum investment is $100,000. Private funds are not required to publicly disclose returns; Form ADV reports assets, structure, and service providers, shown above.

Fund details

Fund ID805-2129563756
Fund typeReal Estate Fund
3(c)(1) exclusionYes
3(c)(7) exclusionNo
Master fundNo
Feeder fundYes
Fund of fundsNo
Relies on exemption from registrationNo
Annual auditNo
Prepared per GAAPNo
Sub-advisedNo
Sales limited to qualified investorsYes
% of assets independently valued100%

Other funds from this manager

FundTypeGross assets
Optimal Sic 6x9, LLCPrivate Equity$34.1M
Optimal Health Advocates FundPrivate Equity$14.7M
Optimal McAp Fund II, LLCReal Estate$9.7M
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Frequently asked questions

How large is Optimal Sm Capital Fund I, LLC?

Optimal Sm Capital Fund I, LLC reports $8.6 million in gross assets, among the top 80% of private funds by size.

What is the minimum investment for Optimal Sm Capital Fund I, LLC?

The stated minimum investment is $100,000.

Who manages Optimal Sm Capital Fund I, LLC?

Optimal Sm Capital Fund I, LLC is managed by Optimal Capital Advisors, LLC.

Does Optimal Sm Capital Fund I, LLC disclose returns?

No. Private funds are not required to publicly disclose performance. Form ADV reports assets, structure, and service providers.

Manager

Service providers

Prime broker
None reported
Auditor
None reported

Reported gross assets

$8.6M▼ 5%
Mar '25 — $9.1MApr '25 — $9.1MMay '25 — $9.1MJun '25 — $9.1MJul '25 — $9.1MAug '25 — $9.1MSep '25 — $9.1MOct '25 — $9.1MNov '25 — $9.1MDec '25 — $9.1MJan '26 — $9.1MFeb '26 — $9.1MMar '26 — $8.6MApr '26 — $8.6MMay '26 — $8.6MJun '26 — $8.6M
Mar '25Form ADV, monthlyJun '26

How this fund compares

Gross assetsTop 80%
Larger than 20% of 67,041 private funds
Gross assets vs Real Estate FundsTop 73%
Larger than 27% of 5,814 real estate funds
Minimum investmentTop 71%
Higher than 29% of funds reporting a minimum

Investor base

Adviser & related persons%
Funds of funds%
Non-U.S. persons%
Share of the fund's beneficial ownership reported on Form ADV. Categories can overlap.