Investment adviser · CRD 315717
OPTIMIZE ADVISORS LLC
Investment adviser filing (IA)
NEW YORK, NY, United States · Form ADV filed May 13, 2024
- Regulatory AUM
- $581K Form ADV · Item 5.F
- Client accounts
- 1 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Investment companies | 1 | $581,110 | 100.0% |
Filing source
Form ADV 1864625 · May 13, 2024 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 13, 2024. View historical filings
Reported services
Individual portfolio management · Investment company portfolio management · Business portfolio management
Compensation
Percentage of assets · Hourly · Fixed · Performance-based
Principal office
112 W 34TH STREET, 18TH FLOORNEW YORK, NY, 10120, United States
CRD 315717
Filing source
Form ADV 1864625 · May 13, 2024 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.