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Octagon Capital Group
Octagon Asset Management, LLC specializes in structured trade and commodity finance and finances steps across the supply chain. It is one of the oldest...
Octagon Capital Group
Octagon Asset Management, LLC specializes in structured trade and commodity finance and finances steps across the supply chain. It is one of the oldest standing alternative trade finance asset managers and is FINRA registered and regulated. Impact and ESG are stated priorities, including support for SMEs in emerging markets.
General information
Firm type
Registered Investment Advisor
Year founded
1998
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Principals
C. Mead Welles
CEO
Sector focus
Frequently asked questions
How does Octagon Capital Group source proprietary deal flow?
The firm relies on relationships with developers, property owners, and other family offices to source off-market opportunities. It does not participate in broad fund-of-funds or auction processes; instead, it leverages a lean deal team to underwrite and execute direct investments (per the firm's website).
Does Octagon Capital Group participate in fund commitments or only direct deals?
The firm primarily engages in direct investments and co-investments rather than traditional fund commitments. It structures capital deployment through SPVs and club deals, allowing investors to opt into individual transactions rather than committing to a blind pool (per its website).
What investment stages does Octagon Capital Group typically target?
Octagon Capital Group focuses on opportunistic and value-add real estate investments, often in distressed or repositioning scenarios. It also originates private credit for real estate acquisition and development, targeting senior and mezzanine debt positions.
How is Octagon Capital Group related to other Octagon-branded entities?
Octagon Capital Group is not directly related to Octagon Wealth Management or other similarly named firms. It is an independent entity based in New York, and there is no public record of affiliation with larger asset managers bearing the 'Octagon' name.
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