Optima Global Trading Fund Ltd
Optima Global Trading Fund Ltd is a hedge fund based in Pembroke, Bermuda. According to its most recent Form D, filed Jan 21, 2026, the fund has sold $705,813,627 of interests to 286 investors since its first sale in Jun 1991. The minimum investment it accepts from an outside investor is $250,000. It relies on the Section 3(c)(1) exclusion, which limits it to 100 beneficial owners, typically accredited investors. The offering uses Rule 506(c), which permits general advertising to investors verified as accredited. Related persons named in the filing include Optima Asset Management LLC; Geoffrey Lewis; Thomas Davis.
Performance
No verified returns have been reported for this fund. Hedge fund returns are not part of SEC filings; managers report them to AltMountain directly.
Is this your fund? Report your monthly returns · How performance works
- Total raised
- $705,813,627Cumulative sales reported on Form D
- Investors
- 286
- First sale
- Jun 14, 1991
- Minimum investment
- $250,000
- Who can invest
- Accredited investorsSection 3(c)(1): up to 100 beneficial owners
- Offering exemption
- Rule 506(c)May advertise; investors must be verified as accredited
- Key people and entities
- Optima Asset Management LLC; Geoffrey Lewis; Thomas Davis
- Latest Form D
- Jan 21, 2026
From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about Optima Global Trading Fund Ltd
What is the minimum investment for Optima Global Trading Fund Ltd?
According to its latest Form D, filed Jan 21, 2026, the minimum investment Optima Global Trading Fund Ltd accepts from an outside investor is $250,000.
Who can invest in Optima Global Trading Fund Ltd?
Optima Global Trading Fund Ltd is generally open only to accredited investors, and it may have no more than 100 beneficial owners because it relies on Section 3(c)(1). It uses Rule 506(c), so it may advertise, but every investor must be verified as accredited.
How much has Optima Global Trading Fund Ltd raised?
Optima Global Trading Fund Ltd reports $705,813,627 sold from 286 investors on its Form D filed Jan 21, 2026. This is cumulative sales since the offering began, not current assets or performance.
Where is Optima Global Trading Fund Ltd based?
Optima Global Trading Fund Ltd is based in Pembroke, Bermuda and is managed by Optima Asset Management LP.
When did Optima Global Trading Fund Ltd launch?
Optima Global Trading Fund Ltd reports its first sale in Jun 1991.
Size compared with every hedge fund
Raised more than 82% of the 104 hedge funds based in Bermuda, and more than 86% of all 10,308 that report sales.
Other funds with the same team
- JENOP GLOBAL HEALTHCARE FUND Ltd$500M
- Sio Partners Offshore, Ltd$402M
- Optima Fund Ltd$376M
- Optika Fund Ltd$166M
- Braddock Partners Offshore, Ltd.$101M
- Optima Lloyd George Asia Fund, a sub-fund of Apsley Fund ICAV$39.9M
- Optima Healthcare & Biotech Fund Ltd$21.0M
- Bridgeport Access Cayman III SPC - Optima Inflation Fund SP$11.5M