Multi-Family OfficeRIA · CRD 322478SEC-RegisteredPrivate Fund Adviser

Updated:

Octogone NA

Octogone NA is a SEC-registered investment adviser in Miami, FL, registered since 2022. The firm manages $470 million in assets, with $239 million on a...

Octogone NA

Octogone NA is a SEC-registered investment adviser in Miami, FL, registered since 2022. The firm manages $470 million in assets, with $239 million on a discretionary basis. It has 6 employees and 3 investment advisers.

General information

Firm type

Multi Family Office

Year founded

1995

Location

Region

North America

Country

United States

City

Miami

Corporate office

Miami, FL, United States

Additional offices

Geneva · Nassau · Dubai · Panama City

Sector focus

Wealth Management

Frequently asked questions

How does Octogone NA source investment opportunities?

Octogone operates as an independent wealth manager, sourcing investments through a network of international offices in Geneva, Miami, Nassau, Dubai, and Panama. The firm relies on its multidisciplinary team to identify bespoke opportunities for clients, although specific sourcing mechanisms or proprietary deal flow are not publicly detailed.

Is Octogone structured as a single family office or a multi-family office?

Octogone is structured as an independent asset manager with a multi-family office orientation. It manages wealth for multiple families and institutions, not a single family. The group's 1995 founding and global office network reinforce its multi-client, multi-firm framework.

What investment stages does Octogone NA typically target?

Octogone NA does not publicly disclose a specific investment stage focus. Its offerings include discretionary mandates, advisory mandates, and customized portfolios, which suggest a flexible approach across various asset classes and maturities, likely spanning public markets and private investments depending on client preference.

Where does Octogone's underlying wealth originate?

Octogone does not publicly disclose the specific origins of wealth for its client base. The firm serves families and institutions in Europe, the United States, Latin America, and the Middle East, implying a diverse array of sources, but no single wealth origin is attributed to the firm itself.

Does Octogone maintain philanthropic structures?

Octogone's public materials do not reference any philanthropic foundations or charitable vehicles. The firm's known focus is on wealth management and asset management services; philanthropic structures, if any, are not disclosed as part of its core operations.

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