Asset ManagerRIA · CRD 286248SEC-RegisteredPrivate Fund Adviser

Updated:

Octagon Asset Management

Octagon Asset Management is a structured trade and commodity finance firm operating from Bethesda to Seoul for over 25 years.

Octagon Asset Management

Octagon Asset Management focuses exclusively on structured trade and commodity finance, a niche the firm has pursued for 25 years. Its multi-office footprint spans Bethesda, Seoul, Boca Raton, Durham, Seongnam, New York, Pleasanton, Boston, and Denver — a geographic spread that reflects both North American and Asian client bases. The firm originates and structures deals in trade finance and commodity finance, typically backed by physical collateral such as commodities in transit or storage. Octagon targets transactions with short durations and secured yields, positioning itself as a provider of asset-based financing to companies in global supply chains. The strategy avoids equity-like risk and relies on legal and physical protections over the underlying goods. Octagon reports no public AUM, named principals, or team size. The firm's website lists only a contact form and office addresses, with no team biographies, investment committee structure, or recent press releases. No verifiable recent operational events have been found in public sources. A structural differentiator is Octagon's stated willingness to receive unsolicited deal proposals through a dedicated "Propose a Deal" page on its website, suggesting an open-sourcing model for deal flow in a relationship-driven sector. The firm appears to maintain a lean, unadvertised public profile by design.

General information

Firm type

Asset Manager

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Bethesda

Corporate office

Bethesda, MD, United States

Additional offices

Seoul · Boca Raton · Durham · Seongnam · New York · Pleasanton · Boston · Denver

Sector focus

CommoditiesStructured FinanceTrade Finance

Frequently asked questions

What does Octagon Asset Management invest in?

Octagon Asset Management specializes in structured trade and commodity finance. The firm originates secured, short-duration transactions backed by physical collateral such as commodities in transit or storage. It does not make equity investments or participate in direct company ownership.

How large is Octagon Asset Management?

Octagon Asset Management does not publicly disclose assets under management, team size, or named principals. The firm lists nine offices across the United States and Asia but provides no numbers on its website. Public records offer no independent verification of scale.

Who founded Octagon Asset Management?

Octagon Asset Management does not disclose its founders or leadership team on its website. No named principals appear in public sources. The firm was likely established before 2025, given its claim of 25 years in business, but no founding year is confirmed.

Can external parties propose deals to Octagon?

Yes. Octagon Asset Management maintains a dedicated "Propose a Deal" page on its website, allowing third parties to submit transaction proposals directly. This open-sourcing approach is relatively rare in relationship-driven trade finance.

What is Octagon's regulatory posture?

Octagon Asset Management, LLC is a US-based limited liability company. The firm does not disclose regulatory registrations or licenses on its public website. Specific compliance with SEC, CFTC, or foreign financial authorities is not verifiable from public sources.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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