Optima Asset Management
Optima Asset Management is a New York-based SEC-registered investment adviser that provides customized multi-manager, single-manager, and bespoke alternative investment solutions to institutions, high net worth individuals, and multi-family office clients, leveraging a proprietary risk platform and 30+ years of manager relationships.
- Company typePrivate
- Founded1988
- HeadquartersNew York, United States
- Headcount51–100
- GTM typeB2B
- OfferingServices
What Optima Asset Management does
Optima Asset Management LLC is a New York-based, SEC-registered investment adviser founded in July 1988 by D. Dixon Boardman that delivers customized alternative investment solutions to institutions, high net worth individuals, and multi-family office clients. The firm operates three core product lines — Multi-Manager Strategies, Single-Manager Strategies, and Custom Solutions — supported by dedicated strategy areas in healthcare/biotech, all-weather (downside-protected), and technology sectors, plus two named funds (the Hedgeweek 2022 award-winning JENOP Global Healthcare Fund and the Optima Strategic Credit Fund / OPTCX). Its differentiation rests on a 30+ year track record, deep manager relationships cultivated over decades, and a proprietary research/risk platform that provides real-time portfolio risk and reward analytics and analyzes manager correlations for multi-manager construction.
Optima generates revenue through management fees and performance fees (carried interest) on hedge fund strategies, fund-of-hedge-funds, and bespoke mandates; pricing is not publicly disclosed and is negotiated based on AUM and strategy complexity. Distribution is relationship-based, executed through direct institutional sales coverage in the US, Europe (via the Stanhope Capital Group affiliation), and the Middle East. Since 2019, Optima has been a subsidiary of FWM Holdings, which merged with Stanhope Capital Group in February 2021 to form a combined enterprise advising on over $24bn under the Chairmanship and CEO leadership of Daniel Pinto. Optima maintains operational independence as a registered investment adviser within that larger group, with a headcount of 51-100 across offices in New York and Palm Beach.
Optima Asset Management firmographics
Firmographics- Name
- Optima Asset Management
- Legal name
- Optima Asset Management LLC
- Website
- https://optima.com
- Company type
- Private
- Founded year
- 1988
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Optima Asset Management is a New York-based SEC-registered investment adviser that provides customized multi-manager, single-manager, and bespoke alternative investment solutions to institutions, high net worth individuals, and multi-family office clients, leveraging a proprietary risk platform and 30+ years of manager relationships.
- Ownership category
- akta.pro rank
Optima Asset Management industry classification
Industry- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Investment Management Advisory (RIA) (FSAEAAAB)
- akta.pro secondary industries
- Managed Account / SMA Multi-Manager Platforms (FSANAGAL), Portfolio Management–Led RIAs (Discretionary/Model-Based) (FSAAACAC)
Keywords
Where Optima Asset Management is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices3 records
Markets served
Optima Asset Management business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Alternative Asset Management Fees: Optima generates revenue through management fees and performance fees (carried interest) from managing hedge fund strategies, fund of hedge funds, and custom alternative investment solutions for institutional clients, high net worth individuals, and family offices
Distribution channels3 records
Marketing channels4 records
Optima Asset Management product offering
Product offeringCore offering
Optima Asset Management provides independent, customized alternative investments to institutions, high net worth individuals, and multi-family office clients through three core product lines: Multi-Manager Strategies (analyzing and harmonizing multiple hedge fund managers for risk management), Single-Manager Strategies (access to elite individual managers in technology and healthcare), and Custom Solutions (bespoke portfolios tailored to specific client goals). The firm manages dedicated vehicles including the Optima Strategic Credit Fund and the award-winning JENOP Global Healthcare Fund.
Product overview
Optima Asset Management provides independent, customized alternative investments to institutions, high net worth individuals, and multi-family office clients through three core product lines: Multi-Manager Strategies (analyzing and harmonizing multiple hedge fund managers for risk management), Single-Manager Strategies (access to elite individual managers in technology and healthcare), and Custom Solutions (bespoke portfolios). Key strategy areas include Healthcare and Biotech Solutions, All-Weather Solutions, and Technology Solutions. The firm manages specific funds including the Optima Strategic Credit Fund (OPTCX) and the JENOP Global Healthcare Fund (award-winning healthcare equity hedge fund).
Differentiator
Problem solved
Functional benefit
Brands
- JENOP Global Healthcare Fund: Hedgeweek award-winning equity hedge fund focused on healthcare sector
- Optima Strategic Credit Fund
Companies that use Optima Asset Management
Customer profileSegments3 records
Optima Asset Management technology and API
TechnologyAPI detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Optima Asset Management partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core and flagship.
- Stanhope Capital GroupcoreIn February 2021, FWM Holdings (owner of FFT Wealth Management, LGL Partners and Optima Asset Management) merged with Stanhope Capital Group, creating a combined enterprise spanning Europe and the US, advising on over $24 billion. The combined group is led by Chairman and CEO Daniel Pinto.
- Forbes Family TrustflagshipOptima published thought leadership piece 'Optima & Forbes Family Trust: Tailwinds for Hedge Funds' in August 2021, featuring commentary from Optima founder Dixon Boardman on hedge fund strategies.
- FFT Wealth ManagementcoreIn 2019, Optima partnered with FFT Wealth Management, enhancing capabilities and leadership. FFT Wealth Management brings multi-family office expertise and expands the combined group's service offerings.
Scale indicators3 records
Recent moves8 records
Expansion highlights5 records
Optima Asset Management competitors and assessment
Company assessmentDirect peers
- Larch Lane Advisors: Larch Lane Advisors is a fund-of-hedge-funds and multi-manager alternatives platform serving institutional and family office clients, directly comparable to Optima's multi-manager strategies and custom solutions offering.
- Fund Evaluation Group (FEG): FEG is an institutional investment consultant and fund-of-hedge-funds manager serving endowments, foundations, and family offices with multi-manager hedge fund programs, directly comparable to Optima's institutional multi-manager offering.
- LGT Capital Partners: LGT Capital Partners is a multi-manager alternatives platform with significant fund-of-hedge-funds capabilities serving institutional and private wealth clients globally — closely comparable to Optima's multi-manager and custom solutions model.
- Gresham Investment Management: Gresham Investment Management provides customized hedge fund and multi-manager portfolios to institutional and family office clients, with a similar custom mandate and manager-selection focus to Optima.
- Aksia: Aksia is a hedge fund advisory and research firm that builds and monitors multi-manager hedge fund programs for institutional investors — directly comparable to Optima's institutional multi-manager and risk overlay business.
Broad incumbents
- K2 Advisors (Franklin Templeton): K2 Advisors operates a fund-of-hedge-funds and alternatives platform within Franklin Templeton, offering multi-manager hedge fund solutions similar to Optima's but with the distribution scale and product breadth of a global asset manager.
- Permal (Schroders): Permal, now part of Schroders, is a long-established fund-of-hedge-funds and multi-manager platform serving institutional clients globally — directly comparable to Optima's multi-manager strategies at larger scale.
- Hammond Associates (now Meketa Investment Group): Meketa/Hammond Associates is an institutional investment consulting firm that evaluates and constructs hedge fund portfolios for institutional clients, overlapping with Optima's institutional advisory capabilities.
Regional players
- EisnerAmper Wealth Planning (hedge fund advisory): EisnerAmper provides investment advisory including hedge fund consulting to HNW and institutional clients in the US, comparable in offering custom multi-manager mandates similar to Optima's Custom Solutions.
Others
- HedgeFund Intelligence - tracked FoHFs: While not a peer in the investment sense, HedgeFund Intelligence tracks the FoHF universe in which Optima competes, providing the closest direct comparables for AUM, performance, and fees.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights6 records
Customer concentration
Optima Asset Management social profiles
Digital presenceOptima Asset Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Optima Asset Management leadership team
Management profileNumber of profiles
Optima Asset Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Optima Asset Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Optima Asset Management
What does Optima Asset Management do?
Optima Asset Management provides independent, customized alternative investments to institutions, high net worth individuals, and multi-family office clients through three core product lines: Multi-Manager Strategies (analyzing and harmonizing multiple hedge fund managers for risk management), Single-Manager Strategies (access to elite individual managers in technology and healthcare), and Custom Solutions (bespoke portfolios tailored to specific client goals). The firm manages dedicated vehicles including the Optima Strategic Credit Fund and the award-winning JENOP Global Healthcare Fund.
Is Optima Asset Management a public or private company?
Optima Asset Management is a private company. It is currently operating.
When was Optima Asset Management founded?
Optima Asset Management was founded in 1988. It employs 51 to 100 people.
Where is Optima Asset Management based?
Optima Asset Management is headquartered in New York, United States, in the North America region.
How does Optima Asset Management make money?
One revenue line is on record: alternative Asset Management Fees.
Who are Optima Asset Management's main competitors?
Direct peers on record are Larch Lane Advisors, Fund Evaluation Group (FEG), LGT Capital Partners, Gresham Investment Management and Aksia. Broad incumbents are K2 Advisors (Franklin Templeton), Permal (Schroders) and Hammond Associates (now Meketa Investment Group). EisnerAmper Wealth Planning (hedge fund advisory) is listed as a regional player. HedgeFund Intelligence - tracked FoHFs is listed as an others.
Does Optima Asset Management have an API?
No public API is recorded for Optima Asset Management.
What industry is Optima Asset Management in?
Its primary akta.pro industry code is FSAEAAAB, Investment Management Advisory (RIA), with a secondary code of FSANAGAL, Managed Account / SMA Multi-Manager Platforms. Its NAICS code is 523940 and its SIC code is 6282.