# OPTIMA ASSET MANAGEMENT LP

OPTIMA ASSET MANAGEMENT LP of NEW YORK, NY is an SEC-registered investment adviser.

## Registration

- CRD: 299826
- Type: SEC-registered investment adviser
- SEC file number: 801-115262
- Location: 10 EAST 53RD STREET, NEW YORK, NY, 10022
- Phone: 212-484-3000
- Latest filing: 2026-08-24
- Regulatory AUM: $891.6M
- Discretionary AUM: $613.8M
- Non-discretionary AUM: $277.7M
- Clients: 22
- Accounts: 32

## Business model

- Compensation: % of AUM, Fixed, Performance
- Clients served: High net worth, Pooled vehicles, Charities, Investment cos

## Officers, owners & control persons (13)

| Name | Role | Location |
| --- | --- | --- |
| [Geoffrey Manfred Lewis](https://search.stillhousedata.com/person/93116) | CHIEF FINANCIAL OFFICER | New York, NY |
| [Daniel Emile Pinto](https://search.stillhousedata.com/person/707404) | CONTROLLER | — |
| [Keith Mitchell Bloomfield](https://search.stillhousedata.com/person/712705) | CHIEF EXECUTIVE OFFICER | — |
| [Peter Marc Ortiz](https://search.stillhousedata.com/person/712706) | CHIEF OPERATING OFFICER | — |
| [Jonathan Richard Walsh](https://search.stillhousedata.com/person/712707) | CHIEF COMPLIANCE OFFICER | — |
| [PINTO DANIEL EMILE](https://search.stillhousedata.com/person/738507) | CONTROLLER | — |
| [BOARDMAN DENNIE DIXON](https://search.stillhousedata.com/person/743681) | CHIEF EXECUTIVE OFFICER | — |
| [LEWIS GEOFFREY MANFRED](https://search.stillhousedata.com/person/743684) | CHIEF FINANCIAL OFFICER | — |
| [SCHWARTZ ERIC STUART](https://search.stillhousedata.com/person/748372) | MEMBER | — |
| [ORTIZ PETER MARC](https://search.stillhousedata.com/person/752762) | CHIEF OPERATING OFFICER | — |
| [KEATING KATHLEEN ELIZABETH](https://search.stillhousedata.com/person/794141) | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL | — |
| [BLOOMFIELD KEITH MITCHELL](https://search.stillhousedata.com/person/844710) | CHIEF EXECUTIVE OFFICER | — |
| [GEARHART WILLIAM RAGNAR](https://search.stillhousedata.com/person/849178) | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/299826/brochure
- Similar advisers: https://search.stillhousedata.com/firm/299826/similar
- Related entities: https://search.stillhousedata.com/firm/299826/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/299826

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.