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Optima Investments
Optima Investments is an asset manager based in Wheeling, founded 2005; the Altss profile covers its classification, headquarters, registration, AUM band,...
Overview
Optima Investments is an SEC-registered investment adviser with its main office in Wheeling, West Virginia.
General information
Firm type
Generalist
Year founded
2005
Location
Region
Europe
Country
Netherlands
City
Wheeling
Corporate office
Amstelveen, Netherlands
Additional offices
Budapest, Hungary · Wellington, New Zealand
Principals
Grant Mirfin
Founder, Chairman of Optima Investments (NZ)
Zoltán Fekete
CEO of Optima Befektetési Zrt (Hungary)
David Bell
CEO of Optima Investments (NZ)
Brent Mirfin
Director of Optima Group
Sector focus
Frequently asked questions
Who runs investment decisions at Optima Investments?
Founder Grant Mirfin serves as chairman of the New Zealand operation and ultimate decision-maker across the group. Day-to-day execution is delegated to country-level CEOs — David Bell runs the New Zealand entity and US real estate acquisitions, while Zoltán Fekete oversees Hungarian investments as CEO of Optima Befektetési Zrt. The distributed structure reflects the firm's three-country operational footprint.
How is Optima Investments structured geographically?
Optima operates through separate legal entities in the Netherlands (group headquarters in Amstelveen), Hungary (Optima Befektetési Zrt), and New Zealand (Optima Investments NZ). This triangle enables direct sourcing in Central European real estate and US retail properties while maintaining European holding-company oversight. The structure avoids concentration in any single regulatory jurisdiction.
What is Optima's involvement with Globe Trade Centre?
Zoltán Fekete, CEO of Optima's Hungarian entity, serves as President of the GTC Management Board. GTC's mixed-use portfolio across Central and Eastern Europe represents a significant component of Optima's real estate exposure in the region. The exact ownership percentage between Optima and GTC is not publicly disclosed.
What is Optima's relationship to Budapest Metropolitan University?
Optima Investments holds a controlling stake in Budapest Metropolitan University, a private Hungarian institution. This places Optima in the small group of family-connected investors that own private universities outright, generating both operating income and a distinctive platform for educational-sector dealflow that few peer firms can replicate.
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