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| Optimized Investment Partners LLC
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|
|---|---|
| CRD # | 322145 |
| SEC # | 801-129920 |
| CIK # | |
| AUM | $525.0 M (2026-01-20) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 858-335-1141 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 26 | 525.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 26 | 525.0 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 26 | 525.0 |
| Total | 26 | 525.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 525.0 | |
| Total | 26 | 525.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Innovative Capital Advisors LLC
✚
|
IL | 0.6 |
|
Brock Fiduciary Services LLC
✚
|
NY | 0.6 |
|
WhiteStar Advisors LLC
✚
|
FL | 0.5 |
|
Oriental Financial Services LLC
✚
|
PR | 0.4 |
|
Agvictus Capital Management LLC
✚
|
GA | 0.4 |
|
Outcome Driven Strategies LLC
✚
|
MD | 0.4 |
|
Fukoku Life International America Inc
✚
|
NY | 0.3 |
|
Claren Road Private Credit Solutions LLC
✚
|
NY | 0.3 |
|
Memphis Capital Management LLC
✚
|
TN | 0.3 |
|
IH2 Advisors & Company
✚
|
DE | 0.3 |