Optimized Investment Partners, LLC
● SEC registered since 2024CRD 322145SEC# 801-129920
Reg. AUM
$722M
Employees
5
Accounts
33
Location
—
About Optimized Investment Partners
Optimized Investment Partners serves as a municipal investment adviser designing customized strategies that prioritize safety, liquidity, and return for public agencies. It challenges outdated practices with forward-thinking solutions and hands-on partnership with municipal staff.
Summary based on the firm’s website.
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 $722 million in regulatory assets under management and employs 5 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 |
| Robert Joseph Michalik Control | Coo, Executive Vice President, Owner | 10-25% | 2022 |
Frequently asked questions
How much does Optimized Investment Partners, LLC manage?
Optimized Investment Partners, LLC reports $722 million in regulatory assets under management on its Form ADV.
How many employees does Optimized Investment Partners, LLC have?
Optimized Investment Partners, LLC reports 5 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
$722M▲ 89%
Jan '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 39%
Larger than 61% of 16,389 advisers
EmployeesTop 62%
More than 38% of 16,799 advisers
Assets under management
$722Mregulatory AUM
Discretionary $0Non-discretionary $722M