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Octagon Capital Advisors
Octagon Capital Advisors is an SEC-registered investment adviser in New York, NY, registered since 2020. The firm manages $1.2 billion in regulatory assets.
Octagon Capital Advisors
Octagon Capital Advisors is an SEC-registered investment adviser in New York, NY, registered since 2020. The firm manages $1.2 billion in regulatory assets. It has 10 employees and 7 investment advisers.
General information
Firm type
Generalist
Year founded
1998
AUM
Undisclosed
Location
Region
North America
Country
United States
City
New York
Corporate office
654 Madison Ave, 21st Floor, New York, NY 10065, United States
Principals
Ting Jia
Chief Investment Officer
Justin Hirsch
Chief Financial Officer / Chief Compliance Officer
Sector focus
Frequently asked questions
Who runs investment decisions at Octagon Capital Advisors?
Ting Jia, PhD serves as Chief Investment Officer and leads the investment team. Six additional PhD-level investment analysts support sourcing and diligence, according to the firm's website.
Does Octagon Capital Advisors focus solely on healthcare?
Yes. The firm states it invests in public and private healthcare companies globally, with a team composed almost entirely of PhDs focused on life sciences and healthcare innovation.
What type of investors does Octagon Capital Advisors serve?
Octagon manages capital for global institutions including university endowments, non-profit foundations, family offices, pension funds and established asset managers, as disclosed on its website.
Does Octagon Capital Advisors structure itself as a venture capital or hedge fund?
Octagon operates as a generalist asset manager investing across both public and private healthcare companies. It does not publicly brand itself as a dedicated venture capital firm or a hedge fund, but rather a crossover investor in the healthcare sector.
How large is the investment team at Octagon Capital Advisors?
The firm's website lists an investment team of seven, including Chief Investment Officer Ting Jia and six investment analysts, all but one of whom hold PhDs. The full team totals eleven professionals including operations staff.
Profile maintained by Altss 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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