OCTAGON ASSET MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$221,219,912
Discretionary
$3,683,045
Non-discretionary
$217,536,867
Firm details
- CRD number
- 286248
- SEC file number
- 801-110412
- Main office
- CHARLOTTE, NC, United States
- Employees
- 4
- SEC status
- Approved
- Website
- HTTP://WWW.OCTAGONAM.COM
- Fee structure
-
Percentage of AUM Performance-based
As of November 2026.