Optima Fund Management was founded by D. Dixon Boardman, Managing Member and Chief Executive Officer, to focus on investments which would generate attractive risk-adjusted returns while providing significant downside protection. Today, the Firm offers both commingled and custom tailored separate account hedge fund of funds programs across a variety of strategies. Optima also has a single manager hedge fund program. The hedge funds in this program were selected by Optima based on Optima's assessment of their strong track record and outstanding manager pedigree.

  • Founded in 1988, making Optima one of the oldest independent alternative asset management firms.
  • Client base is 70% institutional / 30% high net worth with 900 clients across 20 countries.
  • Optima Fund Management LLC has been an SEC Registered Investment Advisor since 1993 and Optima Fund Management Limited Partnership has been an SEC Registered Investment Advisor since 2004.
  • Since 2000, Optima has had a strategic alliance with BNY Mellon Wealth Management and Mellon Financial Corp., which holds a 17% interest in the Firm.


Since inception, Optima has been committed to the quality and integrity of its investment programs, operations and client service. This is not just our business strategy; it is the standard against which we measure everything we do. This includes Optima's belief that of the thousands of hedge funds that exist today, at most 10% are worthy of review and perhaps only half of that number are worthy of serious consideration.

  • Optima differentiates itself from other fund of hedge funds based on strong qualitative and quantitative research aspects of the due diligence process as well as a special focus on operational and portfolio risk management.
  • Optima strives to invest with those that it views as the "best and the brightest" talent in the hedge fund industry.
  • Optima is responsive to specific mandates and can customize portfolios to meet investor goals and guidelines.

D. Dixon Boardman

“We spend considerable time getting to know each of our clients. A deep understanding of their unique goals and requirements forms the foundation of our customized programs.”
Christopher J. Heath, Managing Director