| 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 |
Optimized Investment Partners, LLC reports $538 million in regulatory assets under management on its Form ADV.
Optimized Investment Partners, LLC reports 5 employees.
Optimized Investment Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | 858-335-1141 |
| Office hours | 5-Aug |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | — |
| Non-discretionary | $538M |
| Total (RAUM) | $538M |