OPTIMA ASSET MANAGEMENT LLC

Overview

Optima Asset Management LLC is a hedge-fund–style registered adviser organized as an LLC and operating with both individual/family and institutional clients. The firm’s advisory activity centers on running and sponsoring pooled investment vehicles and providing discretionary portfolio management across client types, with explicit capabilities to select other advisers. Fee arrangements include percentage-of-AUM, fixed fees and performance-based fees, which aligns with its emphasis on alternative strategies and fund management. Investment activity is concentrated in private fund vehicles and hedge-fund strategies. The firm lists hedge funds as its primary product, and it also allocates to private placements and private credit. Optima does not present itself as an active ESG investor. Its structure and fee model indicate a manager that combines direct fund sponsorship and advisory services for sizable accounts rather than a pure third‑party allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices