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OCTAGON ASSET MANAGEMENT, LLC
CRD 286248 · SEC 801-110412
615 S COLLEGE STREET, CHARLOTTE, NC, 28202-3354, United States
Phone
212 683-8811
Fax
212 683 8813
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$221.2M
Discretionary AUM
$3.7M
Team
4 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-05
Disciplinary history
No
Services
Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Investment companies | 4 | $217.5M |
| Pooled investment vehicles | 1 | $3.7M |
States served
NC
All web addresses on file
Official SEC filing: View on IAPD