Octogone NA

RIASEC RegisteredEst. 2022

Total AUM

$470M

Discretionary

$239M

51% of AUM

Avg account

$4.8M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Miami, Florida
CRD number: 322478
Registered since: August 24, 2022
Custodians: J.P. MORGAN SECURITIES INC., MORGAN STANLEY & CO. LLC, BANQUE PICTET & CIE SA
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Corporations / Businesses76.27%
HNWI11.25%
Pooled Investment Vehicles9.59%
Individuals2.9%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Octogone NA is an independent registered investment adviser organized as an LLC and registered with the SEC in 2022. The firm describes itself as a capital allocator that serves both individual/family and institutional clients. Its advisory services cover comprehensive financial planning and discretionary and non-discretionary portfolio management for individuals, small businesses, pooled investment vehicles and institutions. Ownership is listed as a mix of a foreign entity and an individual. Fee arrangements include asset-based fees, fixed fees and performance-linked compensation. The firm identifies itself as an active ESG investor and reports industry roles beyond advisory work — acting as an investment sponsor, general partner and managing member for pooled vehicles.