Investor · New York, NY

Optima Asset Management LLC

Open Optima in the network graph →

Filings

47

SEC Form D

Connections

23

co-filers

Capital

$8.5B

across filings

Active

Nov 2019

to Jan 2026

Most-connected co-filers (23)

Geoffrey M. Lewis · New York, NY25 shared Thomas H. Davis · Smiths, Bermuda25 shared Neil H. Glass · Hamilton, Bermuda25 shared G. Haslett · New York, NY3 shared Dov Gertzulin · New York, NY3 shared Jonathan P. Ballon · Pittsburgh, PA3 shared Dg Special Opportunities Gp, Llc · NEW YORK, NY3 shared Dg Special Opportunities Gp, Llc · NEW YORK, NY3 shared Dg Special Opportunities Gp, Llc · NEW YORK, NY3 shared James Frischling · Grand Cayman, Cayman Islands2 shared J. Andrew Thomas · Dallas, TX2 shared Optima Managers GP-MM LLC · New York, NY2 shared Ian H. Taylor · HAMILTON, Bermuda2 shared Hana Choe · Dallas, TX2 shared John Watson · Erie, CO2 shared Laura Robertson · Chandler, AZ2 shared Derek Mitzel · Mesa, AZ2 shared Peter B. Mcnamara · Bay Head, NJ2 shared Nathaniel Wang · San Diego, CA2 shared Joseph Yanchik · San Diego, CA2 shared Robert Doeberl · Summit, NJ2 shared Michael Ehlers · Morristown, NJ2 shared Seth Harrison · San Diego, CA2 shared

Recent filings (47)

Optima Healthcare & Biotech Fund LtdJan 2026 · 3 co-filers Optima Global Trading Fund LtdJan 2026 · 3 co-filers Optima Global Trading Fund LtdNov 2024 · 7 co-filers Optima Fund LtdNov 2024 · 7 co-filers Optima Healthcare & Biotech Fund LtdNov 2024 · 7 co-filers OPTIMA FUND LPNov 2023 Optima Healthcare & Biotech Fund LtdNov 2023 · 4 co-filers Optima Global Trading Fund LtdNov 2023 · 5 co-filers Optima STAR Long Fund, a sub-fund of Apsley Fund ICAVNov 2023 Optima Fund LtdNov 2023 · 5 co-filers Optima Healthcare & Biotech Fund LtdNov 2022 · 4 co-filers Optima Global Trading Fund LtdNov 2022 · 5 co-filers Optima Fund LtdNov 2022 · 5 co-filers OPTIMA FUND LPNov 2022 Optima STAR Long Fund, a sub-fund of Apsley Fund ICAVNov 2022 Optima STAR Fund, a sub-fund of Apsley Fund ICAVNov 2022 Optima Masters Fund LtdNov 2022 · 7 co-filers Replicate Bioscience, Inc.Mar 2022 · 11 co-filers$53.0M DG SPECIAL OPPORTUNITIES, LPFeb 2022 · 5 co-filers Optima Masters Fund LtdJan 2022 · 7 co-filers Optima Healthcare & Biotech Fund LtdJan 2022 · 4 co-filers Optima Global Trading Fund LtdNov 2021 · 5 co-filers Optima STAR Long Fund, a sub-fund of Apsley Fund ICAVNov 2021 Optima Fund LtdNov 2021 · 5 co-filers OPTIMA FUND LPNov 2021

Derived from public SEC Form D (Reg D) filings; entities resolved probabilistically. See Optima in the interactive graph →