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Building 2OPTIMA ASSET MANAGEMENT LLC

Map pinNEW YORK, NY
Phone212-484-3000
NotebookSEC #801-115262
Total AUM
$891.6M
Employees
22
Clients
32

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10 EAST 53RD STREET
32ND FLOOR
NEW YORK
NY 10022
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
212-484-3000
Other Offices
2

ReceiptFinancials

Total AUM
$891.6M
Accounts
32
Discretionary
$613.8M
Accounts
22
Non-Discretionary
$277.7M
Accounts
10

ContactClients

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HNW Individual Clients
5
AUM
$142.9M
Investment Company Clients
1
AUM
$37.9M
Pooled Vehicle Clients
24
AUM
$674.5M
Charitable Organization Clients
1
AUM
$18.7M
Corporation or Business Clients
1
AUM
$17.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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