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Building 2OCTANT QUANTITATIVE INVESTMENT MANAGEMENT LLC

Map pinSALT LAKE CITY, UT
Phone307-201-6275
NotebookSEC #801-80940
Total AUM
$128.2M
Employees
3
Clients
10

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2055 EAST 3900 SOUTH SUITE #100
SUITE 100
SALT LAKE CITY
UT 84124
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
307-201-6275

ReceiptFinancials

Total AUM
$128.2M
Accounts
58
Discretionary
$128.2M
Accounts
58
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$139.5K
HNW Individual Clients
6
AUM
$7.1M
Pooled Vehicle Clients
1
AUM
$5.4M
Charitable Organization Clients
1
AUM
$2.4M
Investment Advisor Clients
1
AUM
$113.3M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
UT

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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