Optima Asset Management

Finance · New York, United States · 51-200 Employees

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Overview

Headquarters

10 E 53rd St Fl 29, New York City, New Y...

Phone Number

(212) 484-3000

Revenue

$6.2 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
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May
ZI Rank
3
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1
2

About Optima Asset Management

A focus on the future from a trusted alternatives pioneer. Optima is currently following its Business Continuation Plan due to the coronavirus outbreak, and the company's employees will be working from home until further notice. Please be assured that the company's business continues to operate as usual, and the company is available at any time to answer questions. Please call or e-mail as you ordinarily would, or reach the company at 212-484-3000 or InvestorRelations@optima.com . Optima Asset Management provides independent, customized and compelling alternative investments to institutions, high net worth individuals and multi-family office clients. The company's reputation, cultivated over the past 30 years, provides the company's clients access to highly talented managers and differentiated opportunities. The company's experience is powered by deep qualitative and quantitative research, leading-edge proprietary technology and a primary focus on client service. Intent on building solRead more
Optima Asset Management's Social MediaPopular SearchesOptima Asset Management LLCOptima Fund ManagementOptima Fund Management LLCOptimaOptima Asset ManagementSIC Code 62,628NAICS Code 52,523Show more

Optima Asset Management Org Chart

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Founder & Chief Executive Officer

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Geoffrey Lewis, Chief Financial Officer at Optima Asset Management
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Chief Financial Officer

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Chief of Staff

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Chief Investment Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Optima Asset Management

$6.2M
51-200
Private
-
1988
DB
Dixon BoardmanFounder & CEO
$14.4M
11-50
Private
-
2013
KF
Kimberly FutrellChief Financial Officer
$7.9M
11-50
Private
-
2001
CM
Christopher MoenchPresident & CEO
$6.9M
51-200
Private
-
2007
$5.2M
11-50
Private
-
1995
$5.2M
11-50
Private
-
1983
DL
Daniel LiptonChief Financial Officer
<$5M
11-50
Private
<$5M
2001
GH
Gregory HeinrichDirector, Trading
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Optima Asset Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Optima Asset Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Optima Asset Management.

Optima Asset Management Tech Stack

A closer look at the technologies used by Optima Asset Management

Optima Asset Management News & Media

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Frequently Asked Questions Regarding Optima Asset Management

What is Optima Asset Management's official website?
Optima Asset Management's official website is www.optima.com
What is Optima Asset Management's Revenue?
Optima Asset Management's revenue is $6.2 Million
What is Optima Asset Management's SIC code?
Optima Asset Management's SIC: 62,628
What is Optima Asset Management's NAICS code?
Optima Asset Management's NAICS: 52,523
How many employees does Optima Asset Management have?
Optima Asset Management has 51-200 employees
What industry does Optima Asset Management belong to?
Optima Asset Management is in the industry of: Finance, Securities Trading
What is Optima Asset Management competition?
Optima Asset Management top competitors include: Kovack Advisors, Fairfield Greenwich Group, Kawa Capital Management, Directed Capital
What technology does Optima Asset Management use?
Some of the popular technologies that Optima Asset Management uses are: WordPress.org, PHP, Google Universal Analytics, Cloudflare CDN
Who is the CFO of Optima Asset Management?
Optima Asset Management's CFO is Geoffrey Lewis
How do I contact Optima Asset Management?
Optima Asset Management contact info: Phone number: (212) 484-3000 Website: www.optima.com
What does Optima Asset Management do?

A focus on the future from a trusted alternatives pioneer. Optima is currently following its Business Continuation Plan due to the coronavirus outbreak, and the company's employees will be working from home until further notice. Please be assured that the company's business continues to operate as usual, and the company is available at any time to... answer questions. Please call or e-mail as you ordinarily would, or reach the company at 212-484-3000 or InvestorRelations@optima.com . Optima Asset Management provides independent, customized and compelling alternative investments to institutions, high net worth individuals and multi-family office clients. The company's reputation, cultivated over the past 30 years, provides the company's clients access to highly talented managers and differentiated opportunities. The company's experience is powered by deep qualitative and quantitative research, leading-edge proprietary technology and a primary focus on client service. Intent on building solid partnerships with the company's clients, the company craft custom portfolios that address clients goals with objectivity and insight. The company's research process analyzes not only managers, but also their correlations to one another, harmonizing them in a way that the company believes provides the company's clients the best opportunity for risk management and upside potential. With a deep network and reputation as a trusted partner, the company offers clients differentiated opportunities that are often difficult to access. The company's investment capabilities allow the company to develop bespoke and differentiated strategies, tailored to achieve client goals while limiting downside.Read More

What are Optima Asset Management social media links?
Optima Asset Management Linkedin page Optima Asset Management Twitter page Optima Asset Management Facebook page
Is Optima Asset Management a public company?
Optima Asset Management is private company therefore does not currently have an official ticker symbol
See more information about Optima Asset Management

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