Octant Quantitative Investment Management manages investments for high-net-worth individuals and institutions. Octant uses mathematical and statistical analysis to identify investment opportunities, employing short-term trading strategies with frequent adjustments. Octant does not customize services or allow clients to restrict investments based on their values.
Assets Under Management$130M
Clients7
Advisors3
Avg. per Client$18M
Avg. per Advisor$43M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Strategies that do not have performance-based fees have asset-based fees up to 2.5%. Qualified investors also pay 20% of capital gains above a high water mark. Fees are negotiable and may be lowered based on the strategy executed.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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