OPTIMA ASSET MANAGEMENT INC
CRD #106095 SEC #801-52409 DALLAS, TX 972-726-0400
SEC Registered
Total AUM
$607.1M
Discretionary
$0
Employees
2
Clients
25
Accounts
284
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $607.1M | $0 | $607.1M | 2 | 20 |
| Mar 2024 | $599M | $0 | $599M | 2 | 18 |
| Mar 2023 | $549.6M | $0 | $549.6M | 2 | 11 |
| Mar 2022 | $669.6M | $0 | $669.6M | 2 | 13 |
| Mar 2021 | $490.1M | $0 | $490.1M | 2 | 0 |
| Jun 2020 | $478.9M | $0 | $478.9M | 2 | 0 |
| Mar 2020 | $478.9M | $0 | $478.9M | 2 | 0 |
| Aug 2019 | $407.2M | $0 | $407.2M | 2 | 0 |
| Jun 2019 | $452.9M | $0 | $452.9M | 2 | 0 |
| Mar 2019 | $452.9M | $0 | $452.9M | 2 | 0 |
| Mar 2018 | $513.9M | $0 | $513.9M | 2 | 0 |
| Jan 2017 | $431.8M | $0 | $431.8M | 2 | 200 |
| Mar 2016 | $415.8M | $0 | $415.8M | 2 | 26 |
| Nov 2015 | $446.4M | $0 | $446.4M | 3 | 26 |
| Mar 2015 | $446.4M | $0 | $446.4M | 3 | 26 |
| Mar 2014 | $437.9M | $0 | $437.9M | 3 | 26 |
| Mar 2013 | $365.4M | $0 | $365.4M | 3 | 26 |
| Mar 2012 | $281.1M | $0 | $281.1M | 1 | 26 |
| May 2011 | $283M | $0 | $283M | 5 | -- |
| Mar 2011 | $283M | $0 | $283M | 5 | -- |
| Mar 2010 | $221.8M | $0 | $221.8M | 5 | -- |
| Feb 2005 | $91.9M | $0 | $91.9M | 5 | -- |
| Mar 2002 | $123.8M | $0 | $123.8M | 5 | -- |
DateFeb 2025
Total AUM$607.1M
Discretionary$0
Non-Disc.$607.1M
Employees2
Clients20
DateMar 2024
Total AUM$599M
Discretionary$0
Non-Disc.$599M
Employees2
Clients18
DateMar 2023
Total AUM$549.6M
Discretionary$0
Non-Disc.$549.6M
Employees2
Clients11
DateMar 2022
Total AUM$669.6M
Discretionary$0
Non-Disc.$669.6M
Employees2
Clients13
DateMar 2021
Total AUM$490.1M
Discretionary$0
Non-Disc.$490.1M
Employees2
Clients0
DateJun 2020
Total AUM$478.9M
Discretionary$0
Non-Disc.$478.9M
Employees2
Clients0
DateMar 2020
Total AUM$478.9M
Discretionary$0
Non-Disc.$478.9M
Employees2
Clients0
DateAug 2019
Total AUM$407.2M
Discretionary$0
Non-Disc.$407.2M
Employees2
Clients0
DateJun 2019
Total AUM$452.9M
Discretionary$0
Non-Disc.$452.9M
Employees2
Clients0
DateMar 2019
Total AUM$452.9M
Discretionary$0
Non-Disc.$452.9M
Employees2
Clients0
DateMar 2018
Total AUM$513.9M
Discretionary$0
Non-Disc.$513.9M
Employees2
Clients0
DateJan 2017
Total AUM$431.8M
Discretionary$0
Non-Disc.$431.8M
Employees2
Clients200
DateMar 2016
Total AUM$415.8M
Discretionary$0
Non-Disc.$415.8M
Employees2
Clients26
DateNov 2015
Total AUM$446.4M
Discretionary$0
Non-Disc.$446.4M
Employees3
Clients26
DateMar 2015
Total AUM$446.4M
Discretionary$0
Non-Disc.$446.4M
Employees3
Clients26
DateMar 2014
Total AUM$437.9M
Discretionary$0
Non-Disc.$437.9M
Employees3
Clients26
DateMar 2013
Total AUM$365.4M
Discretionary$0
Non-Disc.$365.4M
Employees3
Clients26
DateMar 2012
Total AUM$281.1M
Discretionary$0
Non-Disc.$281.1M
Employees1
Clients26
DateMay 2011
Total AUM$283M
Discretionary$0
Non-Disc.$283M
Employees5
Clients--
DateMar 2011
Total AUM$283M
Discretionary$0
Non-Disc.$283M
Employees5
Clients--
DateMar 2010
Total AUM$221.8M
Discretionary$0
Non-Disc.$221.8M
Employees5
Clients--
DateFeb 2005
Total AUM$91.9M
Discretionary$0
Non-Disc.$91.9M
Employees5
Clients--
DateMar 2002
Total AUM$123.8M
Discretionary$0
Non-Disc.$123.8M
Employees5
Clients--