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Optimum Quantvest Corporation

● SEC registered since 2019CRD 301469SEC# 801-115089Dallas, TX
Export (members)
Reg. AUM
$695.1M
Employees
4
Accounts
15
Location
Dallas, TX

Optimum Quantvest Corporation assets under management

Optimum Quantvest Corporation is an investment advisory firm registered with the SEC based in Dallas, TX. The firm has been registered since 2019. It reports $695.1 million in regulatory assets under management and employs 4 people.

Optimum Quantvest Corporation owners & executives

17 reported
NameTitleOwnershipSince
Anabelle Blondeau ControlDirector, ChairUnder 5%2018
Chantal Brule ControlTreasurerUnder 5%2018
Claude Lamonde ControlDirector, Vice ChairUnder 5%2026
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Frequently asked questions

How much does Optimum Quantvest Corporation manage?

Optimum Quantvest Corporation reports $695.1 million in regulatory assets under management on its Form ADV.

How many employees does Optimum Quantvest Corporation have?

Optimum Quantvest Corporation reports 4 employees.

Where is Optimum Quantvest Corporation located?

Optimum Quantvest Corporation is based in Dallas, TX and has been SEC-registered since 2019.

Does Optimum Quantvest Corporation disclose fund performance?

Optimum Quantvest Corporation is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1345 River Bend Drive, Suite 100, Dallas, TX 75247
Phone263-381-5677
Office hours8:30 a.m. To 5:00 p.m.
SEC regionFort Worth Regional Office (FWRO)
CIK1781079
Discloses disciplinary historyNo

Regulatory AUM

$695.1M▲ 32%
Mar '25 — $528.3MApr '25 — $528.3MMay '25 — $528.3MJun '25 — $528.3MJul '25 — $528.3MAug '25 — $528.3MSep '25 — $528.3MOct '25 — $528.3MNov '25 — $528.3MDec '25 — $528.3MJan '26 — $528.3MFeb '26 — $528.3MMar '26 — $695.1MApr '26 — $695.1MMay '26 — $695.1MJun '26 — $695.1M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 40%
Larger than 60% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers

Assets under management

$695.1Mregulatory AUM
Discretionary $695.1M