Optimum Quantvest Corporation

RIASEC Registered

Total AUM

$695M

Discretionary

$695M

100% of AUM

Avg account

$46.3M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Dallas, Texas
CRD number: 301469
Registered since: April 26, 2019
Website: www.optimumgam.com
Custodians: PNC INVESTMENTS LLC, COMERICA SECURITIES,INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Insurance Companies80.9%
State / Municipal Government11.9%
Pension & Profit Sharing Plans7.12%
HNWI0.08%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Optimum Quantvest Corporation is an institutional registered investment adviser that registered with the SEC in 2019. The firm serves both high‑net‑worth individuals and families as well as institutional clients, and its ownership is listed as a mix of a foreign entity and an individual. Compensation is primarily asset‑based, with the firm also charging performance‑linked fees. Advisory services center on portfolio management for both private individuals/small businesses and for business or institutional clients. The firm does not identify as an active ESG investor and is not described as a multi‑state adviser.