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OPTIMA ASSET MANAGEMENT LLC
CRD 299826 · SEC 801-115262
10 EAST 53RD STREET, 32ND FLOOR, NEW YORK, NY, 10022, United States
Phone
212-484-3000
Fax
212-484-3001
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$891.6M
Discretionary AUM
$613.8M
Team
22 total employees; 14 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 5 | $142.9M |
| Investment companies | 1 | $37.9M |
| Pooled investment vehicles | 24 | $674.5M |
All web addresses on file
Official SEC filing: View on IAPD