Octavia Investments LLC
Firm details
- Headquarters
- ,
- CRD number
- 167721
- Registered since
- July 7, 2023
- Website
- www.octaviainvestments.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI85.99%
- Corporations / Businesses12.96%
- Individuals1.05%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Octavia Investments LLC is an SEC-registered investment adviser organized as an LLC and registered in 2023. The firm is owned by an individual and serves both individual/family and institutional clients, operating on a percentage-of-AUM fee model. Its advisory work focuses on portfolio management for individuals and small businesses as well as for businesses or institutions. The firm reports an equity preference and does not identify as an active ESG investor or as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities75%
- Cash & Cash Equivalents14%
- US Government Bonds9%
- State & Local Bonds2%
Owners & executives
1 of 1
Andre Kovensky
Founder, President and Chief Investment OfficerCRD 2536113
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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