Disclaimer

This Website does not constitute an offer to sell or buy any securities and may not be used or relied upon in connection with any offer or sale of securities. It does not constitute a solicitation of clients and may not be used or relied upon in connection with any solicitation of clients. An offer or solicitation will be made only through a final private placement memorandum and master subscription agreement, and will be subject to the terms and conditions contained in such documents, including the qualifications necessary to become an investor. These documents also describe the risks of investing in any of the funds. The information set forth in this Website does not purport to be complete. While Optima uses reasonable efforts to update the information on this site, Optima makes no representations or warranties as to the accuracy, reliability or completeness of any information at this site. Any contents at this site are subject to change without notice. Optima has not reviewed any of the sites linked to this site, and is not responsible for the content of off-site pages or any other site linked or linking to the site. Your linking to any off-site pages or other sites is at your own risk.

Optima Asset Management LLC is a SEC Registered Investment Adviser. Registration does not imply a certain level of skill or training. Information pertaining to Optima Asset Management LLC can be found on the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov). For additional information about Optima Asset Management LLC, including fees and services, please contact Optima’s Chief Compliance Officer at (212) 484-3000 to request a copy of our most recent disclosure statement.

Awards listed on this website are based on the entrants’ submissions and their responses to a number of specific questions, which may include information pertaining to a description of the business, staffing metrics, current assets under management and growth, client services offered, investment returns, investment discipline, investment selection process, stability of investment team, investor relations, operations infrastructure, client experience and other performance metrics. The methodology for assessing each submission has not been validated or verified by Optima.

Awards may be conferred by a panel of industry executives or through a general voting process. Some nominations include an associated awards ceremony for which the advisor compensates the award provider to sponsor the event. Optima does not pay a fee to any publication or award provider to be considered for or included in the rankings. 

Optima is not affiliated with any of the publications or entities who publish these rankings.