SALT LAKE CITY, UTCRD 165355Latest ADV February 19, 2026
Octant Quantitative Investment Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Salt Lake City, UT. Its latest Form ADV filing, dated February 19, 2026, reports $128M in regulatory assets under management, 3 employees, and 58 accounts.
Assets Under Management
$128M
Employees
3
Offices
--
Total Clients
7
Primary office
SALT LAKE CITY, UT
2055 EAST 3900 SOUTH SUITE #100, SUITE 100, SALT LAKE CITY, UT, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 85.7% of total clients.
Top client categories% of clientsClients
1
HNWI
85.7%
6
2
Pooled Investment Vehicles
14.3%
1
Categories with <5 clients
Charitable Organizations<5 clients
Individuals (other than high net worth individuals)<5 clients
Other investment advisers<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$128Mas of February 19, 2026
Discretionary100.0%
$128M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$128M
Total Accounts58
10Y AUM Change+$23M (+22.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee2:1
10Y Employee Change+1 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.