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 HedgeMountain directly.
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- 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 HedgeMountain 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
Size compared with every hedge fund
Raised more than 82% of the 104 hedge funds based in Bermuda, and more than 86% of all 10,157 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$4.5M