Optimized Investment Partners, LLC
Firm details
- Headquarters
- ,
- CRD number
- 322145
- Registered since
- April 15, 2024
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- State / Municipal Government100%
Firm profile
FINTRXOverview
Optimized Investment Partners, LLC is an institutional registered investment adviser organized as an LLC and recorded with the SEC in 2024. The firm reports an individual owner and focuses on institutional clients. It offers fee arrangements that include a percentage of assets under management, hourly billing, and fixed fees. The firm does not identify as an active ESG investor and does not list itself as a multi-state adviser, pension consultant, or related adviser. It also indicates it is not a capital allocator to third-party managers.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds60%
- Private Funds20%
- Other10%
- Cash & Cash Equivalents5%
- Investment Grade Corp Bonds3%
Owners & executives
2 of 2
Robert Michalik
Executive Vice President & Chief Operating OfficerCRD 7561351
David Bilby
CEO & CCOCRD 7561337
Contacts
2 of 2Richard Nolan
RepresentativeCRD 4374631
Christopher Pfeifer
OwnerCRD 7561373
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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