OPTIMUM QUANTVEST CORPORATION

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UUID170a7462-d77c-5e3c-93fb-14ba5c9bc37f

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:54

Updated2025-10-23 02:24:37

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	301469	301469	—	1.0
cik	0001781079	1781079	—	—
lei	254900QM015C8D8GWW78	254900QM015C8D8GWW78	—	—
sec_file_number	801-115089	801-115089	—	—

Profile

Websitehttps://optimumgam.com/

HQ CityDALLAS

HQ StateTX

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

ADV Metrics

Assets & Accounts

RAUM (total)528,313,315.0
RAUM (discretionary)528,313,315.0
Actionable assets528,313,315.0
Accounts15.0

Institutional Clients

Government AUM72,006,649.0
Pension AUM48,481,406.0
Charitable AUM0.0
HNW AUM471,413.0

As of 2025-03-21 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
Aussant, Jean, Martin	SENIOR VICE PRESIDENT	OFFICER	—	{"filing_id": "2010703", "owner_id": "7707720", "source": "adv_part1", "table": "Schedule_A_B"}
Blondeau, Anabelle	DIRECTOR, VICE CHAIR	OFFICER	—	{"filing_id": "2010703", "owner_id": "7088136", "source": "adv_part1", "table": "Schedule_A_B"}
Brule, Chantal	TREASURER	OFFICER	—	{"filing_id": "2010703", "owner_id": "7088152", "source": "adv_part1", "table": "Schedule_A_B"}
CORPORATION OPTIMUM	SHAREHOLDER CATEGORIES A & AA	OFFICER	—	{"filing_id": "2010703", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
ESTATE OF BLONDEAU, GILLES	SHAREHOLDER CATEGORY B	OFFICER	—	{"filing_id": "2010703", "owner_id": "7088177", "source": "adv_part1", "table": "Schedule_A_B"}
GAMOPTI INC.	SHAREHOLDER CATEGORY A	OFFICER	—	{"filing_id": "2010703", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
Gibbons, Gordon, Andrew	DIRECTOR	OFFICER	—	{"filing_id": "2010703", "owner_id": "7710994", "source": "adv_part1", "table": "Schedule_A_B"}
GROUPE OPTIMUM INC.	SHAREHOLDER CATEGORY A & D	OFFICER	—	{"filing_id": "2010703", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
LAPOINTE, BENOIT	EXECUTIVE VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER	OFFICER	—	{"filing_id": "2010703", "owner_id": "8061493", "source": "adv_part1", "table": "Schedule_A_B"}
Morin, Richer	VICE PRESIDENT, FINANCE	OFFICER	—	{"filing_id": "2010703", "owner_id": "8158902", "source": "adv_part1", "table": "Schedule_A_B"}
OPTIGAM INC.	SHAREHOLDER CATEGORIES A, B, C & D	OFFICER	—	{"filing_id": "2010703", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
OPTIMUM HOLDINGS INC.	DIRECT OWNER	OFFICER	—	{"filing_id": "2010703", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
Page, Jean-Claude	DIRECTOR, CHAIR	OFFICER	—	{"filing_id": "2010703", "owner_id": "7088132", "source": "adv_part1", "table": "Schedule_A_B"}
WARNERYD, JAN, ERIK	CHIEF INVESTMENT OFFICER	EMPLOYEE	—	{"filing_id": "2010703", "owner_id": "4668897", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:37 • csv
```
{
  "date_submitted": "09/04/2025 05:06:18 PM",
  "filing_id": "2010703",
  "reg_type": "IA"
}
```