OCTANT QUANTITATIVE INVESTMENT MANAGEMENT LLC

RIASEC RegisteredEst. 2015

Total AUM

$128M

Discretionary

$128M

100% of AUM

Avg account

$2.2M

Accounts

Employees

Advisory reps

Firm details

Headquarters: SALT LAKE CITY , Utah
CRD number: 165355
Registered since: February 5, 2015
Website: www.octantqim.com
Custodians: AXOS CLEARING LLC, NATIONWIDE SECURITIES, LLC, PROFUNDS DISTRIBUTORS, INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Other Investment Advisers88.35%
HNWI5.5%
Pooled Investment Vehicles4.19%
Charitable Organizations1.86%
Individuals0.11%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Octant Quantitative Investment Management LLC is an SEC-registered investment adviser organized as an LLC and registered in 2015. The firm is owned by an individual and serves a mix of high-net-worth individuals and families as well as institutional clients. Its advisory services include portfolio management for individuals and small businesses, management of pooled investment vehicles, and portfolio management for businesses or institutions. Fee arrangements combine a percentage-of-AUM component with performance-based fees. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser. An accountant is listed among its industry affiliations.