OPTIMUM QUANTVEST CORPORATION
CRD #301469 SEC #801-115089 DALLAS, TX 263-381-5677
SEC Registered
Total AUM
$528.3M
Discretionary
$528.3M
Employees
4
Clients
--
Accounts
15
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $528.3M | $528.3M | $0 | 4 | 2 |
| Mar 2025 | $528.3M | $528.3M | $0 | 4 | 2 |
| May 2024 | $575.3M | $575.3M | $0 | 5 | 0 |
| Mar 2024 | $575.3M | $575.3M | $0 | 5 | 0 |
| Oct 2023 | $528.3M | $528.3M | $0 | 5 | 0 |
| Mar 2023 | $528.3M | $528.3M | $0 | 5 | 0 |
| Aug 2022 | $617.5M | $617.5M | $0 | 4 | 4 |
| May 2022 | $617.5M | $617.5M | $0 | 8 | 4 |
| Apr 2022 | $617.5M | $617.5M | $0 | 8 | 4 |
| Mar 2022 | $617.5M | $617.5M | $0 | 8 | 4 |
| Jan 2022 | $740.7M | $740.7M | $0 | 8 | 3 |
| Jun 2021 | $740.7M | $740.7M | $0 | 8 | 3 |
| Mar 2021 | $740.7M | $740.7M | $0 | 8 | 3 |
| Jun 2020 | $808.2M | $808.2M | $0 | 7 | 3 |
| Jun 2020 | $808.2M | $808.2M | $0 | 7 | 3 |
| Jun 2020 | $808.2M | $808.2M | $0 | 7 | 3 |
| Mar 2020 | $808.2M | $808.2M | $0 | 7 | 3 |
| May 2019 | $952.7M | $952.7M | $0 | 10 | 2 |
DateSep 2025
Total AUM$528.3M
Discretionary$528.3M
Non-Disc.$0
Employees4
Clients2
DateMar 2025
Total AUM$528.3M
Discretionary$528.3M
Non-Disc.$0
Employees4
Clients2
DateMay 2024
Total AUM$575.3M
Discretionary$575.3M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$575.3M
Discretionary$575.3M
Non-Disc.$0
Employees5
Clients0
DateOct 2023
Total AUM$528.3M
Discretionary$528.3M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$528.3M
Discretionary$528.3M
Non-Disc.$0
Employees5
Clients0
DateAug 2022
Total AUM$617.5M
Discretionary$617.5M
Non-Disc.$0
Employees4
Clients4
DateMay 2022
Total AUM$617.5M
Discretionary$617.5M
Non-Disc.$0
Employees8
Clients4
DateApr 2022
Total AUM$617.5M
Discretionary$617.5M
Non-Disc.$0
Employees8
Clients4
DateMar 2022
Total AUM$617.5M
Discretionary$617.5M
Non-Disc.$0
Employees8
Clients4
DateJan 2022
Total AUM$740.7M
Discretionary$740.7M
Non-Disc.$0
Employees8
Clients3
DateJun 2021
Total AUM$740.7M
Discretionary$740.7M
Non-Disc.$0
Employees8
Clients3
DateMar 2021
Total AUM$740.7M
Discretionary$740.7M
Non-Disc.$0
Employees8
Clients3
DateJun 2020
Total AUM$808.2M
Discretionary$808.2M
Non-Disc.$0
Employees7
Clients3
DateJun 2020
Total AUM$808.2M
Discretionary$808.2M
Non-Disc.$0
Employees7
Clients3
DateJun 2020
Total AUM$808.2M
Discretionary$808.2M
Non-Disc.$0
Employees7
Clients3
DateMar 2020
Total AUM$808.2M
Discretionary$808.2M
Non-Disc.$0
Employees7
Clients3
DateMay 2019
Total AUM$952.7M
Discretionary$952.7M
Non-Disc.$0
Employees10
Clients2