Optimum Quantvest Corporation
SEC RegisteredAbout the firm
Optimum Quantvest Corporation is an SEC-registered Investment Adviser that has managed assets for institutional clients for over 35 years, applying a combination of macro-economic and value-based investing. The firm collaborates with affiliates Optimum Asset Management in Montreal and Optimum Gestion financière in Paris, and is ultimately owned by Optimum Financial Group, a private Canadian financial group with international operations.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management and asset management services for institutional clients, applying a combination of macro-economic and value-based investing, including fixed income strategies.
Who they serve
Insurance companies, pension funds, captive insurance companies, corporations, endowments, foundations, and individuals in the United States and Bermuda.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 0 | $0 |
| High Net Worth Individuals | 1 | $551k |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 2 | $50M |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 5 | — |
| Corporations | 0 | $0 |
3 total clients reported on Form ADV.
Leadership
Office locations
Regulatory & compliance
Data as of March 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Optimum Quantvest Corporation has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched