Optimized Investment Partners, LLC
● SEC registered since 2024CRD 322145SEC# 801-129920
Reg. AUM
$525M
Employees
3
Accounts
26
Location
—
Optimized Investment Partners, LLC assets under management
Optimized Investment Partners, LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2024. It reports $525 million in regulatory assets under management and employs 3 people.
Optimized Investment Partners, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Aaron Pfeifer | Owner | Under 5% | 2022 |
| David Michael Bilby Control | Ceo, Cco, President, Owner | Over 75% | 2022 |
| Richard Gregory Nolan | Owner | Under 5% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Optimized Investment Partners, LLC manage?
Optimized Investment Partners, LLC reports $525 million in regulatory assets under management on its Form ADV.
How many employees does Optimized Investment Partners, LLC have?
Optimized Investment Partners, LLC reports 3 employees.
Does Optimized Investment Partners, LLC disclose fund performance?
Optimized Investment Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 858-335-1141 |
| Office hours | 8-5 |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$525M▲ 37%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 47%
Larger than 53% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$525Mregulatory AUM
Discretionary $0Non-discretionary $525M