Updated:
Octogone NA
Octogone was established in 1995 as an independent wealth manager, building a global network of offices in Geneva, Miami, Nassau, Dubai, and Panama.
Octogone NA
Octogone was established in 1995 as an independent wealth manager, building a global network of offices in Geneva, Miami, Nassau, Dubai, and Panama. The firm describes itself as providing high-level personalized services and rigorous asset management to families and institutions. The Miami office, branded Octogone NA, likely focuses on North American and Latin American clients. The firm offers discretionary mandates, advisory mandates, and customized investment portfolios across a range of asset classes. Octogone structures its solutions as personalized services tailored to each client's situation, drawing on a multidisciplinary team. Its geographic footprint spans Europe, the United States, Latin America, and the Middle East. The group operates through a decentralized network of international offices rather than a single centralized entity. In 2026, Citywire recognized Octogone among the top 50 independent asset managers in Switzerland, signaling continued industry standing. The Miami office serves as a hub for servicing Latin American clients, a focus the firm highlighted in its 2025 update. A structural differentiator is Octogone's independent advisory posture—it does not tie itself to a single bank or product line. This independence, combined with a multi-office global structure, allows it to tailor solutions across jurisdictions, giving clients access to a network rather than a single location.
General information
Firm type
Multi Family Office
Year founded
1995
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Miami
Corporate office
Miami, FL, United States
Additional offices
Geneva · Nassau · Dubai · Panama City
Sector focus
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.
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.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: