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OCTOGONE NA

OCTOGONE NA, LLC

CRD 322478 · SEC 801-126432

Visit website

1395 BRICKELL AVENUE, SUITE 1180, MIAMI, FL, 33131, United States

Phone

305-677-9559

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$469.7M

Discretionary AUM

$238.8M

Team

6 total employees; 3 advisory reps

Clients

1-10

Fees

Percentage of AUM; Fixed fees; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-27

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)RESEARCH

Client types

TypeClientsAUM
Individuals21$13.6M
High net worth individuals15$52.8M
Pooled investment vehicles6$45.0M
Corporations/business entities55$358.2M

States served

FL

All web addresses on file

Official SEC filing: View on IAPD