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| Octant Quantitative Investment Management LLC
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| |
|---|---|
| CRD # | 165355 |
| SEC # | 801-80940 |
| CIK # | |
| AUM | $156.5 MM (2024-02-27) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 307-201-6275 |
| Address | 2055 East 3900 South Suite 100 Salt Lake City, UT 84124 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.3 |
| (b) Individuals (high net worth individuals) | 8 | 9.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 4.6 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 2.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 140.2 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 60 | 156.5 |
| By Discretionary | ||
| Discretionary | 60 | 156.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 60 | 156.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 156.5 | |
| Total | 60 | 156.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Spring Capital Management LLC
✚
|
TX | 0.2 |
|
Napatree Capital LLC
✚
|
RI | 0.2 |
|
Revere Asset Management Inc
✚
|
TX | 0.2 |
|
Delarme Wealth Management Inc
✚
|
CA | 0.2 |
|
Catalyst Financial NW Corporation
✚
|
OR | 0.2 |
|
Central Pine Capital LLC
✚
|
NY | 0.2 |
|
Secfi Advisory Limited
✚
|
NY | 0.2 |
|
Retirement Advisors LLC
✚
|
TX | 0.2 |
|
Merkkuri Wealth Advisors LLC
✚
|
NY | 0.2 |
|
Harbour Financial Resources Ltd
✚
|
IL | 0.2 |