OCTOGONE NA

Overview

Octogone NA is an independent RIA that functions both as an investment adviser and a capital allocator for high-net-worth individuals, families and institutional clients. The firm runs discretionary and non‑discretionary mandates, provides financial planning and portfolio management for individuals, pooled investment vehicles and institutions, and acts as a sponsor and managing member of private pooled vehicles. Octogone NA lists itself as an active ESG investor and uses a mix of fee structures, including percentage of AUM, flat fees and performance‑based fees, which supports both traditional advisory relationships and manager‑of‑managers arrangements. The firm appears to combine public market exposure through mutual funds and corporate debt with direct allocations to alternatives. It operates as a limited liability company owned by a foreign individual/entity and is SEC‑registered. Its business model emphasizes customized portfolios, the use of third‑party alternative managers, and governance as both adviser and general partner in its private funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices