Updated:
Octagon Finance LLC
OCTAGON FINANCE LLC is an SEC-registered investment adviser in CHARLOTTESVILLE, VA, registered since 2018. The firm manages approximately $184 million in...
Overview
OCTAGON FINANCE LLC is an SEC-registered investment adviser in CHARLOTTESVILLE, VA, registered since 2018. The firm manages approximately $184 million in regulatory assets. It has 5 employees and 4 investment advisers. OCTAGON FINANCE LLC was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-03-31, it reported 5 employees; 9 advisory accounts; services including Portfolio management for pooled investment vehicles; client categories including Pooled investment vehicles; compensation arrangements including A percentage of assets under management, Performance-based fees. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. This historical filing does not establish current registration status or operations.
General information
Firm type
Asset Manager
Frequently asked questions
Who manages Octagon Finance LLC?
No named principals, executives, or investment committee members are disclosed in any public record for Octagon Finance LLC. The firm's management structure is unknown.
Is Octagon Finance LLC a registered investment adviser?
The regulatory status of Octagon Finance LLC is unclear. No publicly available SEC or state registration filings have been identified for this entity.
Does Octagon Finance LLC have a website or LinkedIn presence?
No official website, LinkedIn page, or social media presence has been identified for Octagon Finance LLC. The firm maintains no public digital footprint.
What is the size or AUM of Octagon Finance LLC?
No AUM or assets under management figure has been disclosed by Octagon Finance LLC. The firm's scale is unknown.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: