|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Octant Quantitative Investment Management LLC
✚
|
|
|---|---|
| CRD # | 165355 |
| SEC # | 801-80940 |
| CIK # | |
| AUM | $110.0 M (2025-02-21) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 307-201-6275 |
| Address | 2055 East 3900 South Suite 100 Salt Lake City, UT 84124 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.3 |
| (b) Individuals (high net worth individuals) | 6 | 5.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 4.8 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 2.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 96.9 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 60 | 110.0 |
| By Discretionary | ||
| Discretionary | 60 | 110.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 60 | 110.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 110.0 | |
| Total | 60 | 110.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
CornerStone Wealth Advisors Inc
✚
|
CA | 0.1 |
|
Willow Financial LLC
✚
|
AR | 0.1 |
|
Kerr Financial Planning Corporation
✚
|
CA | 0.1 |
|
My Financial Aurora Limited Liability Company
✚
|
TX | 0.1 |
|
Financial Planning Fort Collins LLC
✚
|
CO | 0.1 |
|
CMC Financial Group LLC
✚
|
GA | 0.1 |
|
Tripletail Wealth Management LLC
✚
|
FL | 0.1 |
|
Beresh Patrick Michael
✚
|
CA | 0.1 |
|
CMG Financial Consulting LLC
✚
|
0.1 | |
|
Breakwater Financial LLC
✚
|
MA | 0.1 |