Hedge fund profile

Optima Fund Special Investments LLC

Optima Fund Special Investments LLC is reported as a hedge fund in Form ADV private-fund disclosures. The adviser is Optima Asset Management LLC, based in New York, New York, United States.

$19.8Mgross assets
$1Kminimum
112owners
3(c)(7)exemption

Disclosure fields

Fund facts

SEC private fund ID805-8890662392
Reference ID375094
JurisdictionDelaware, United States
Fund of fundsYes
Master fundYes
Feeder fundNo
Non-US ownership3%
Assets valued100%
Annual auditYes
GAAPYes
Source periodMarch 2026
Date submitted03/27/2026 03:10:39 PM

Adviser

Optima Asset Management LLC

TypeRegistered investment adviser
SEC number801-115262
CRD299826
Regulatory AUM$891.6M

Compliance signals

Registration exemption not marked Sales limitation not marked No prime broker flag Custodians reported

Service providers

Reported counterparties

General partners

Optima Managers Gp Mm LLC

Auditors

DELOITTE LTD

Custodians

MUFG FUND SERVICES (CAYMAN) LIMITED

Administrators

MUFG FUND SERVICES (CAYMAN) LIMITED

Same adviser

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