Octant Quantitative Investment Management LLC

Octant Quantitative Investment Management LLC is a registered investment advisory firm established in August 2012 in Utah. The firm specializes in providing investment supervisory services to high net worth individuals and institutional clients, managing accounts with discretionary trading authority. Octant's investment strategies focus on short-term trading of actively traded mutual funds, utilizing quantitative analysis techniques. The firm charges asset-based fees up to 2.5% and performance-based fees of 20% on net profits above a high water mark for qualified investors. Clients must meet a minimum account size of $1,000,000 for institutions and $250,000 for individuals, which may be waived based on circumstances. Octant manages client assets totaling $109,961,183 as of December 31, 2024, all on a discretionary basis. The firm does not participate in wrap fee programs and does not customize services for clients. Octant emphasizes risk factors associated with its investment strategies, including backtesting, algorithmic trading, and market volatility. The firm discloses its disciplinary information, brokerage practices, and client referral policies transparently in its brochure. Octant does not accept compensation for the sale of securities and maintains a fiduciary duty to act in the best interests of clients.