Asset manager · Dallas, TX
Optimum Quantvest Corporation
SEC-registered investment adviser · CRD 301469 · SEC 801-115089
At a glance
Optimum Quantvest Corporation is an SEC-registered investment adviser based in Dallas, Texas, with $695 million in regulatory assets under management as of its Form ADV filed March 23, 2026. Its largest client group by assets is insurance companies, and it reports 1 individual clients. By Form ADV it is a asset manager, ranked 1,542nd of 3,218 asset managers and 6,571st of 17,210 SEC-registered advisers by assets.
Main office 263-381-5677optimumgam.comAs filed on Form ADV
- Regulatory AUM
- $695M
- Rank among asset managers
- #1,542 of 3,218
- Rank among all SEC RIAs
- #6,571 of 17,210
- Rank in Texas
- #406 of 1,081
- Individual clients
- 1
- High-net-worth clients
- 1
- Accounts
- 15
- Discretionary
- 100% of AUM
- Employees
- 4
- Advisory staff
- 2
- Offices
- 2
Owners and executives on its Form ADV
- Jean-Claude PageDirector, Vice Chair
- Anabelle BlondeauDirector, Chair
- Chantal BruleTreasurer
- Jan E. WarnerydChief Investment Officer
- Jean M. AussantSenior Vice President
- Gordon A. GibbonsDirector
- Richer MorinVice President, Finance
- Claude LamondeDirector, Vice Chair
- Francois BourdonPresident
- Sebastien BlondeauDirector, Vice President
- Guillaume DoraisChief Compliance Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Insurance companies | 5 | $562M | 81% |
| State or municipal government entities | 5 | $83M | 12% |
| Pension and profit sharing plans | 2 | $50M | 7% |
| High-net-worth individuals | 1 | $1M | <1% |
Disciplinary disclosures
Optimum Quantvest Corporation reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗optimumgam.com ↗
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The full record on Optimum Quantvest Corporation
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 6 years of filings
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- Growth over one, three and five years
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- Rank against 1,004 peers of its type and size
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- Owners and executives, with titles and stakes
- 11 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Optimum Quantvest Corporation manage?
Optimum Quantvest Corporation reports $695 million in regulatory assets under management across 15 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 23, 2026.
What kind of firm is Optimum Quantvest Corporation?
Optimum Quantvest Corporation is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Optimum Quantvest Corporation’s clients?
By assets, its largest client types are insurance companies ($562 million, 5 clients); state or municipal government entities ($83 million, 5 clients); pension and profit sharing plans ($50 million, 2 clients).
Does Optimum Quantvest Corporation have any disciplinary history?
Optimum Quantvest Corporation reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Optimum Quantvest Corporation’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-23), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →