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Corient Holdings Inc. (US)

OwnerOptima Asset Management LLC

About Corient Holdings Inc. (US)

Corient Holdings Inc. (US) is listed as Owner at Optima Asset Management LLC in New York, NY. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Optima Asset Management LLC
Ownership band reported on Form ADV Schedule B

Frequently asked questions

Where does Corient Holdings Inc. (US) work?

Corient Holdings Inc. (US) is listed as Owner at Optima Asset Management LLC on SEC Form ADV.

How much of Optima Asset Management LLC does Corient Holdings Inc. (US) own?

Form ADV reports a beneficial ownership band of Over 75%.

Optima Asset Management LLC

TitleOwner
OwnershipOver 75%
Control personYes
Since2026