Data / Investment advisers / Utah / Octant Quantitative Investment Management LLC
Octant Quantitative Investment Management LLC, Salt Lake City, UT: $128 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Octant Quantitative Investment Management LLC is an SEC registered investment adviser with its main office in Salt Lake City, Utah and reports $128 million in regulatory assets under management in its Form ADV filed February 19, 2026. Its clients include other investment advisers, high net worth individuals and pooled investment vehicles. It is paid through a percentage of assets under management and performance based fees.
The request: Watch Octant Quantitative Investment Management LLC (CRD number 165355): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 165355
- SEC file number
- 801-80940
- SEC status
- Approved, effective February 5, 2015
- Main office
- 2055 East 3900 South Suite #100 Suite 100, Salt Lake City, UT 84124
- Phone
- (307) 201-6275
- Website
- octantqim.com
- Regulatory AUM
- $128,239,819 in the Form ADV filed February 19, 2026
- Discretionary AUM
- $128,239,819
- Accounts
- 58
- Employees
- 3, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- February 19, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | Fewer than 5 | $113.3 million |
| High net worth individuals | 6 | $7.1 million |
| Pooled investment vehicles | 1 | $5.4 million |
| Charitable organizations | Fewer than 5 | $2.4 million |
| Individuals (other than high net worth individuals) | Fewer than 5 | $139,475 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $128.2 million | February 19, 2026 |
| December 1, 2025 | $110 million | February 21, 2025 |
Other advisers in Salt Lake City
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Refined Wealth Management | Salt Lake City | $210.9 million | Not listed | adviserinfo.sec.gov |
| Jordanelle Capital | Salt Lake City | $179.2 million | 3 | adviserinfo.sec.gov |
| Peterson Rogers Private Wealth, LLC | Salt Lake City | $177.1 million | Not listed | adviserinfo.sec.gov |
| Guardian Wealth Management | Salt Lake City | $174.8 million | Not listed | adviserinfo.sec.gov |
| Veritas Wealth Management, LLC | Salt Lake City | $135.8 million | Not listed | adviserinfo.sec.gov |
| Wealth Foundations Partners, LLC | Salt Lake City | $110.5 million | Not listed | adviserinfo.sec.gov |
| Haynie Wealth Management LLC | Salt Lake City | $106.6 million | Not listed | adviserinfo.sec.gov |
| AG Financial | Salt Lake City | $103.5 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Salt Lake City, UT
- Investment advisers in Utah
- Advisers with $100 million to $500 million in AUM
- Advisers serving other investment advisers
- Advisers serving high net worth individuals
- Octant Quantitative Investment Management LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.