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OCTAGON FINANCE LLC
CRD 289850 · SEC 801-112264
818 E. JEFFERSON ST, SUITE 102, CHARLOTTESVILLE, VA, 22902, United States
Phone
434-977-7770
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$184.1M
Discretionary AUM
$184.1M
Team
5 total employees; 4 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees; LOAN FEES
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 9 | $184.1M |
States served
VA
All web addresses on file
Official SEC filing: View on IAPD