OCTAGON ASSET MANAGEMENT, LLC

other names
  • OCTAGON ASSET MANAGEMENT, LLC
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Adviser Profile
As of Date 03/05/2026
ADV Location CHARLOTTE, NC, United States
Adviser Type - Large advisory firm
Number of Employees 4
of those in investment advisory functions 3
Registration SEC, Approved, 04/17/2017
AUM* 221,219,912 23%
of that, discretionary 3,683,045 12%
Private Fund GAV* 5,500,000
Avg Account Size 44,243,982 23%
SMA’s No
Private Funds 1
Contact Info 212 xxxxxxx
Websites

Client Types

- Investment companies
- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

168M 144M 120M 96M 72M 48M 24M
2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$5,500,000

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Brochure Summary