AdvisorCensus / Financial advisors / Optimized Investment Partners, LLC
Optimized Investment Partners, LLC is an SEC-registered investment advisory firm, registered since 2024, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 15, 2026.
Quick answers
From the filingHow is Optimized Investment Partners, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Optimized Investment Partners, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
Is Optimized Investment Partners, LLC registered with the SEC or a state?
Optimized Investment Partners, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 322145.
How much does Optimized Investment Partners, LLC manage?
Optimized Investment Partners, LLC reports $722,000,000 in regulatory assets under management in its Form ADV filing dated September 15, 2026 (0% discretionary).
How have Optimized Investment Partners, LLC's assets and staff changed since 2024?
In the Form ADV data for Optimized Investment Partners, LLC: Regulatory assets under management: $140,000,000 in the October 2024 data and $722,000,000 in the October 2026 data, up 416%. Total employees: 2 in October 2024 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Optimized Investment Partners, LLC serve?
By number of clients on Form ADV Item 5.D: state or municipal government entities (including government pension plans) (33).
Does Optimized Investment Partners, LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/322145
What changed in Optimized Investment Partners, LLC's recent Form ADV filings?
In the October 2026 filing data: Regulatory assets under management went from $525,000,000 to $722,000,000 (+38%). Added an office in Escondido, CA. Registered or notice-filed in WA.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2ASee the firm's brochure (dated January 20, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$722,000,000 as of October 2026, filing dated September 15, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Other
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2024 (2 years)
- Employees
- Total: 5. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the October 2026 filing
- States registered or notice-filed
-
2 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $722,000,000 | 5 | September 15, 2026 |
| October 2025 | $538,000,000 | 5 | July 15, 2025 |
| October 2024 | $140,000,000 | 2 | August 26, 2024 |
Regulatory assets under management: $140,000,000 in the October 2024 data and $722,000,000 in the October 2026 data, up 416%.
Total employees: 2 in October 2024 and 5 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- October 2026
- Regulatory assets under management went from $525,000,000 to $722,000,000 (+38%).
- Added an office in Escondido, CA.
- Registered or notice-filed in WA.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Optimized Investment Partners, LLC (CRD 322145): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/optimized-investment-partners-llc-322145