OCTAGON ASSET MANAGEMENT, LLC
Charlotte, United States · CRD 286248
SEC-registered investment adviser since 2017 · limited liability company. It files no 13F, so there are no holdings to show.
- Assets managed$221.2m
- Main clients (by assets)Mutual funds and ETFs 98%, Private funds 2%
- Private funds1 · $5.5m gross assets
- Websiteoctagonam.com
- Form ADV · 2026-03-05SEC adviser record
- Kindhedge funds, mutual funds
- Others nearbyCharlotte, NC
As an employer
- Staff (Form ADV)4 · 3 in investment roles
- Offices in1 country
- Private fundshedge 1