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OPTIMA ASSET MANAGEMENT LP

SEC RegisteredAdvisory

NEW YORK, NY

Data as of Aug 24, 2026 · Source: SEC Form ADV

Rank in NY

#1,727

of 5,734 advisers by AUM

AUM change, 1 year

-14.3%

25th percentile in NY

AUM CAGR, 3 year

-2.9%

compound annual growth

Average account

$28M

across 32 accounts

AUM per adviser

$41M

22 advisers

Filing history

25

filings since 2018

Source: SEC Form ADV. Figures as filed Aug 31, 2026.

Total AUM

$892M

1-Year AUM Growth

-14.3%

3-Year CAGR

-2.9%

Employees

14

Assets Under Management

Total AUM$892M

Discretionary AUM$614M

Non-Discretionary AUM$278M

Discretionary %68.8%

Total Clients27

Team

Total Employees14

Investment Advisers22

Employee Growth (1Y)-9.1%

Filing History

Total Filings on Record25

First FilingNov 21, 2018

Latest FilingAug 24, 2026

Full AUM trend chart and 25 historical filings spanning 8+ years

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Registration

SEC RegisteredYes

Exempt ReportingNo

Legal StructureLimited Partnership

Fiscal Year EndDecember

Operates InFL, NY

Succession Risk

Lower risk

Composite band across five pillars

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

6th percentile

Composite rank among NY advisers

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

27 on record

From SEC Schedule A/B filings

Names, titles, ownership bands and control-person status for each.

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Client Demographics

27 clients

5 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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Counts advisers in New York reporting AUM on their latest Form ADV.

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