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OPTIMA ASSET MANAGEMENT LP

NEW YORK, NY · CRD 299826 · IAPD ↗ · optima.com · 212-484-3000

$891.6MRegulatory AUM
14Advisory reps
22Employees
0Clients
n/aPlanning clients
12Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
August 2026 — OPTIMA ASSET MANAGEMENT LLC is now doing business as OPTIMA ASSET MANAGEMENT LP.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
53
April 2025 — OPTIMA ASSET MANAGEMENT LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
72
April 2025 — OPTIMA ASSET MANAGEMENT LLC grew from 10 to 14 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.