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.

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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