Octagon Capital Advisors LP

RIASEC RegisteredEst. 2020
Total AUM
$1.2B
Discretionary
$1.2B
100% of AUM
Avg account
$147M
Accounts
8
Employees
10
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
306424
Registered since
April 27, 2020
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Octagon Capital Advisors LP is a limited partnership and SEC-registered investment adviser (registered in 2020) that runs pooled investment vehicles across hedge fund and private equity strategies. The firm serves institutional clients and operates both as an active manager and as sponsor/GP/managing member of pooled vehicles. It functions in roles typically associated with commodity pool operators or commodity trading advisors and provides portfolio management for its pooled funds. Compensation structures include asset-based fees and performance fees. Octagon does not report itself as an active ESG investor and is not identified primarily as a capital allocator to third-party managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

2 of 2
  • Ting Jia

    Ting Jia

    Founder and Managing MemberCRD 7197819

  • Mark Koehnlein

    Mark Koehnlein

    ControllerCRD 5697915

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
654 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth