Investment adviser · CRD 335775
OPTIMIZE INVESTMENT PARTNERS
Exempt reporting adviser (ERA)
Exempt reporting advisers use a shorter Form ADV report. Some adviser-level figures are not reported; fund disclosures appear below when available.
OPTIMIZE INVESTMENT PARTNERS SGOIC, S.A.
LISBON, Portugal · Form ADV filed Mar 31, 2026
Adviser-level assets, account counts and staffing figures are unavailable in this filing. View the reported fund disclosures below →
Private funds & service providers
1 Private fundThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
PORTUGAL GOLDEN OPPORTUNITIES FUNDOther Private Fund · Last reported Mar 31, 2026$395MGross asset value
Form D fundraising filings
OPTIMIZE PORTUGAL GOLDEN OPPORTUNITIES FUND - FUNDO DE INVESTIMENTO MOBILIARIO ABERTO
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-2359177120
- Reported beneficial owners
- 1,221
- Minimum commitment
- $1.18K
- Form D file number
- 021-542771
Form ADV 2085237 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 31, 2026. View historical filings
Reported services
Not reported in these imported fields
Compensation
Not reported in these imported fields
Principal office
AVENIDA FONTES PEREIRA DE MELO,, N? 21, 4?, 1050 116LISBON, 1050-116, Portugal
CRD 335775
Filing source
Form ADV 2085237 · Mar 31, 2026 · 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.