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OCTANT QUANTITATIVE INVESTMENT MANAGEMENT LLC

2055 East 3900 South Suite #100
Suite 100
Salt Lake City, Utah 84124
Tel: 307-201-6275

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About OCTANT QUANTITATIVE INVESTMENT MANAGEMENT LLC

OCTANT QUANTITATIVE INVESTMENT MANAGEMENT LLC, formally registered with the SEC as OCTANT QUANTITATIVE INVESTMENT MANAGEMENT LLC. The firm was established in 02/05/2015. They have over 2 offices throughout the country.

OCTANT QUANTITATIVE INVESTMENT MANAGEMENT LLC is a Salt Lake City, Utah based Financial Planning firm with nearly $109,961,183 assets under management, offering retirement planning & investment advisory services to 60 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#165355
SEC#801-80940
Assets Managed by Firm$109,961,183
No. of Clients60
No. of Advisors3

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total60$109,961,183
Individuals (other than high net worth individuals)Fewer than 5 clients$346,937
High net worth individuals6$5,627,531
Charitable organizationsFewer than 5 clients$2,258,669
Other investment advisersFewer than 5 clients$96,888,656

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