Optimum Quantvest Corporation is a large advisory firm based in Stamford. It manages $952.73 million of regulatory assets for 40 client accounts. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdictions of Connecticut and Texas.
Optimum Quantvest Corporation provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Optimum Quantvest Corporation is $952.73 million, all of which is managed in discretionary accounts. $164.07 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Optimum Quantvest Corporation for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to insurance companies, charitable organizations, high net worth individuals, pooled investment vehicles, corporations or other businesses, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Sebastien Blondeau is state or municipal government entities with 15 clients and $388.08 million of assets under management. Among the 11 most similar advisory firms, Optimum Quantvest Corporation has the highest percentage of state or municipal government entities out of all clients.
The amount of regulatory assets under management is $952.73 million for 22 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 23% of the firm’s clients are foreign persons or businesses.
Optimum Quantvest Corporation also advises several private funds. Namely, one other private fund. The minimum investment commitment required of non-related persons is $5,000,000 for each fund.
The company employs 10 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Sebastien Blondeau has been acting as President since 1 Aug 2018. Sven Anders Ekernas has served as the Chief Investment Officer since 1 May 2019. Mark Christopher Mcdonnell joined the executive team most recently as the Senior Portfolio Manager.
The principal office where Optimum Quantvest Corporation performs its advisory services is located at 600 Summer Street, Stamford, CT 06901, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 203-425-1420 or by fax 203-425-1445. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday.