The OPTIMIZE FINANCIAL INC is a privately held investment adviser that advises $221.74mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. OPTIMIZE FINANCIAL INC is a Public Fund A public fund manager is a manager whose >=75% of total assets under management are in public funds (broadly accessible, exchange-listed investment vehicles available to retail investors with typically low minimums and clear, widely available information) Manager. Assets increased by 120.46% over the last 4-years.
The Group has been registered with the SEC for 4.8 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 100 SPECTRUM CTR DR STE 300, IRVINE, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 8 employees comprised of 3 investment and 5 non-investment staff. The total number of Employees remained the same over the last few years.
Their $221.74mn in assets advised are owned by 0 private funds, 1 public fund and BDCs and 0 other accounts. Assets of Investment Companies (IC) clients own $200.19mn or 90.28% of Total Assets and High Net Worth Individuals own $20.53mn or 9.26% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 3 types of clients, top clients are Investment Companies (IC) and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees.
OPTIMIZE FINANCIAL INC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.