# OPTIMIZED INVESTMENT PARTNERS, LLC

OPTIMIZED INVESTMENT PARTNERS, LLC is an SEC-registered investment adviser.

## Registration

- CRD: 322145
- Type: SEC-registered investment adviser
- SEC file number: 801-129920
- Phone: 858-335-1141
- Latest filing: 2026-01-20
- Regulatory AUM: $525.0M
- Non-discretionary AUM: $525.0M
- Clients: 3
- Accounts: 26

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Other

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| Robert Joseph Michalik | COO, EXECUTIVE VICE PRESIDENT, OWNER | — |
| David Michael Bilby | CEO, CCO, PRESIDENT, OWNER | — |
| Christopher Aaron Pfeifer | OWNER | — |
| Richard Gregory Nolan | OWNER | — |
| Mark Glen Bilby | OWNER | — |
| Bilby David Michael | CEO, CCO, PRESIDENT, OWNER | — |
| Michalik Robert Joseph | COO, EXECUTIVE VICE PRESIDENT, OWNER | — |
| Pfeifer Christopher Aaron | OWNER | — |
| Bilby Mark Glen | OWNER | — |
| NOLAN RICHARD GREGORY | OWNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/322145/brochure
- Similar advisers: https://search.stillhousedata.com/firm/322145/similar
- Related entities: https://search.stillhousedata.com/firm/322145/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/322145

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.