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Building 2OPTIMA FUND MANAGEMENT LLC

Map pinNEW YORK, NY
Phone212-484-3000
NotebookSEC #801-45464
Total AUM
$1.2B
Employees
25
Clients
22

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

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HotelBusiness

Principal Address
10 EAST 53RD STREET
29TH FLOOR
NEW YORK
NY 10022
United States
Operating Hours
9.00 AM TO 5.00 P.M.
Monday - Friday
Phone
212-484-3000

ReceiptFinancials

Total AUM
$1.2B
Accounts
22
Discretionary
$771.1M
Accounts
15
Non-Discretionary
$399.1M
Accounts
7

ContactClients

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HNW Individual Clients
4
AUM
$50.3M
Investment Company Clients
1
AUM
$203.8M
Pooled Vehicle Clients
14
AUM
$810.1M
Corporation or Business Clients
3
AUM
$105.9M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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