OPTIMUM QUANTVEST CORP

https://optimumquantvest.com/ STAMFORD, CT Investment Advisor How do I update this listing?

Optimum Quantvest Corp is based out of Stamford. Optimum Quantvest Corp is a large advisory firm with 22 clients and discretionary assets under management (AUM) of $952,725,212 (Form ADV from 2019-05-16). Their last reported 13F filing for Q2 2019 included $159,730,000 in managed 13F securities and a top 10 holdings concentration of 96.89%. Optimum Quantvest Corp's largest holding is SPDR S&P Technology ETF with shares held of 429,777. Whalewisdom has at least 1 13F filings

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06/30/2019

Top Sells

  • Name% Change

06/30/2019

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-08-14

Performance for Q2 2019: 2.16%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-06-30 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

OPTIMUM QUANTVEST CORPORATION
Classified as Hedge Fund
600 SUMMER STREET SUITE 203
STAMFORD CT    06901
Country: United States

Business Phone: 203-425-1420
Fax: 203-425-1445
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: TX
Number of employees: 10
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Performance-based fees
Amount of client funds and securities: 152,156,000
Total Number of Clients: 22
Amount of client funds and securities by related persons: 152,156,000
Total Number of clients from related persons: 1
Disclosures:
Data above was derived from SEC filings.

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