Invest

To Invest with Optimize Asset Management Inc. or obtain further information or documents, contact us at:.
+1 (647) 436-6132
or Email:
investorrelations@optimizeassetmgmt.com

 

 

Optimize Asset Management Inc.

Eligibility Accredited Investor or Minimum Amount Exemption
Minimum Accredited - $50,000, Non-Accredited - $150,000
Management Fees
1 -2%
Performance Fee
20%
High Water Mark
Yes, No Reset
Lock-up Period
Staggered with early redemptions penalties
Redemption Terms
60 days notice
Prime Broker
BMO Capital Markets
Auditor
SGGG LLP
Legal Counsel
Chitiz Pathak LLP
Fund Administrator
SGGG Funds Inc.

The Optimize Fund LP is available to individuals and institutional investors who meet certain eligibility requirements, or who make the applicable minimum initial investment.

There is no regulatory minimum purchase amount requirement for investments in a Fund made by investors who qualify under the Accredited Investor Exemption; however, the minimum initial purchase amount established by the Manager for "accredited investors" is $50,000.

Are you an Accredited Investor?

The definition of an "accredited investor" can be found here.

Investors may also qualify under the Minimum Amount Exemption by investing a minimum of $150,000.

To Invest with Optimize Asset Management Inc.
or obtain further information or documents,
contact us at:. +1 (647) 436-6132
Email: investorrelations@optimizeassetmgmt.com


 
   
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Optimize Asset Management Inc. 15 Toronto Street, Suite 602 Toronto Ontario Canada M5C 2E3
Tel:1 (647) 436-6132