Investment adviser · CRD 152936
OPTIMIZE CAPITAL
Investment adviser filing (IA)
OPTIMIZE INC.
NEW YORK, NY, United States · Form ADV filed Jul 26, 2012
Adviser-level assets, account counts and staffing figures are unavailable in this filing. View the reported fund disclosures below →
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: Jul 26, 2012. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed · Performance-based
Principal office
1350 AVENUE OF THE AMERICAS, 2ND FLOORNEW YORK, NY, 10019, United States
CRD 152936
Filing source
Form ADV 661722 · Jul 26, 2012 · 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.