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OCTAGON FINANCE LLC

CRD 289850 · SEC 801-112264

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818 E. JEFFERSON ST, SUITE 102, CHARLOTTESVILLE, VA, 22902, United States

Phone

434-977-7770

Fax

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

TypeClientsAUM
Pooled investment vehicles9$184.1M

States served

VA

All web addresses on file

Official SEC filing: View on IAPD