OCTAGON FINANCE LLC
Firm details
- Headquarters
- CHARLOTTESVILLE, Virginia
- CRD number
- 289850
- Registered since
- January 5, 2018
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Octagon Finance LLC operates as a hedge fund adviser focused on managing pooled investment vehicles for institutional clients. The firm runs multiple private funds and charges a mix of percentage-of-AUM and performance-based fees, indicating an active, performance-oriented compensation model. Octagon Finance LLC is not positioned as a capital allocator to third-party managers in general; rather, it acts as the manager of its own pooled vehicles. The adviser does not market itself as an ESG investor and maintains a concentrated client base—consistent with a small, institutionally focused alternative manager.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3Smith Ashley
Chief Compliance OfficerCRD 6864411
John Williamson
CEOCRD 6863273
HUGH EWING
Chief Operating OfficerCRD 7462045
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CHARLOTTESVILLE, VA
CHARLOTTESVILLE CITY
Location
CHARLOTTESVILLE, VA
Headquartered in CHARLOTTESVILLE, VA, in the South of the United States.
- Region
- South
- County
- CHARLOTTESVILLE CITY
- Address
- 818 E Jefferson St
- Time zone
- ET (UTC-5)
- Office locations
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