OPTIMIZED INVESTMENT PARTNERS, LLC
Adviser information for OPTIMIZED INVESTMENT PARTNERS, LLC last updated from Form ADV on March 18th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | California, United States |
Employees
Total Number of Employees | 2 |
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Investment Advisory/Research | 2 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 2 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 0 | $0 |
Non-Discretionary | 9 | $140.0M |
Total | 9 | $140.0M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | <5 | $0 |
HNW Individuals | <5 | $0 |
Banking or thrift institutions | <5 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | <5 | $0 |
Charitable organizations | <5 | $0 |
State or municipal gov entities | 9 | $140.0M |
Other investment advisers | <5 | $0 |
Insurance companies | <5 | $0 |
Sovereign wealth funds and foreign official institutions | <5 | $0 |
Corporations or other businesses | <5 | $0 |
Other | <5 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 0 |
Services
Advisory Services | PORTFOLIO MANAGEMENT FOR SMALL GOVERNMENT AGENCIES, CONSULTING SERVICES |
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Compensation | % of AUMHourly chargesFixed fees |
Identifiers
SEC RIA File Number | 801-129920 |
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SEC ERA File Number | 801-129920 |
SEC CIK Numbers | None |
SEC CRD Numbers | 322145 |
Legal Entity Identifier | None |
Principal Office
2212 CAROL VIEW DR. APT 103CARDIFF
CA
United States
Monday - Friday, 8-5
Tel: 858-335-1141, Fax: None
Websites
Chief Compliance Officer
DAVID MICHAEL BILBY
CEO, CCO, PRESIDENT
2212 CAROL VIEW DRIVE
103
CARDIFF
CA
United States
Tel:
8583351141
D***********@********M
(Full email address available in API data)
Regulatory Contact
ROBERT MICHALIK
COO
1961 WOODLAND HEIGHTS GLEN
ESCONDIDO
CA
United States
Tel:
7605330888
R********@*************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
Bilby, David, Michael | Individual | – | CEO, CCO, PRESIDENT, OWNER | 05/2022 | > 75% |
Michalik, Robert, Joseph | Individual | – | COO, EXECUTIVE VICE PRESIDENT, OWNER | 05/2022 | 10-25% |
Pfeifer, Christopher, Aaron | Individual | – | OWNER | 05/2022 | < 5% |
Bilby, Mark, Glen | Individual | – | OWNER | 05/2022 | < 5% |
NOLAN, RICHARD, GREGORY | Individual | – | OWNER | 05/2022 | < 5% |