|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Optimized Investment Partners LLC
✚
|
|
|---|---|
| CRD # | 322145 |
| SEC # | 801-129920 |
| CIK # | |
| AUM | $538.0 M (2025-07-15) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 858-335-1141 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 19 | 383.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 19 | 383.0 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 19 | 383.0 |
| Total | 19 | 383.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 383.0 | |
| Total | 19 | 383.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
325 Fillmore LLC
✚
|
CO | 0.7 |
|
FPLF Management LLC
✚
|
NY | 0.6 |
|
Innovative Capital Advisors LLC
✚
|
IL | 0.6 |
|
WhiteStar Advisors LLC
✚
|
FL | 0.6 |
|
DRI Capital US Inc
✚
|
NJ | 0.5 |
|
Goldenx Company
✚
|
MA | 0.5 |
|
Agvictus Capital Management LLC
✚
|
GA | 0.4 |
|
Lion Capital Americas Inc
✚
|
CA | 0.4 |
|
Oriental Financial Services LLC
✚
|
PR | 0.4 |
|
Fukoku Life International America Inc
✚
|
NY | 0.3 |