| Name | Title | Ownership | Since |
|---|---|---|---|
| Archie Alba Ponce Control | Executive Vice President And Chief Compliance Officer | 25-50% | 2016 |
| Paul Alan Lightfoot Control | President And Chief Executive Officer | 50-75% | 2016 |
Optima Asset Management Inc reports $607.1 million in regulatory assets under management on its Form ADV.
Optima Asset Management Inc reports 2 employees.
Optima Asset Management Inc is based in Dallas, TX and has been SEC-registered since 1996.
Optima Asset Management Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 8144 Walnut Hill Lane, Suite 1180, Dallas, TX 75231 |
| Phone | 972-726-0400 |
| Office hours | 8:30a.m.-4:30p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
| Discretionary | — |
| Non-discretionary | $607.1M |
| Total (RAUM) | $607.1M |