OCTAGON ASSET MANAGEMENT, LLC

Overview

Octagon Asset Management, LLC is a small hedge fund manager that serves institutional clients through portfolio management of pooled vehicles. The firm operates on a traditional hedge-fund fee model—charging a percentage of assets under management alongside performance-based fees—which aligns compensation with delivering absolute or relative returns for its limited client base. It is not positioned as an ESG-focused allocator and is not organized as a multi-state adviser. Investment activity centers on energy- and credit-related markets. The firm allocates to third-party managers and strategies tied to commodities and oil & gas, and it also holds corporate debt exposures. That mix points to an emphasis on market-driven opportunities in commodity and credit markets rather than broad long-only equity mandates. Octagon’s structure and stated activities indicate it is primarily a manager of pooled investment vehicles rather than a broad retail or wealth-advisory shop.

Assets & Accounts

Investments & Alternatives

Location & Offices