other names
  • OCTOGONE NA
  • OCTOGONE NA INC.

Adviser Profile

As of Date 06/22/2022
Registration status Terminated
ADV Location MIAMI, FL, United States
Contact Info 305 xxxxxxx
Websites
AUM* 516,916,290
of that, discretionary 251,462,914
Private Fund GAV* 0
Avg Account Size 8,761,293
% High Net Worth 33.33%
SMA’s Yes
Private Funds 0 8

Adviser Type

- Large advisory firm

Number of Employees 12

of those in investment advisory functions 9

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

265M 228M 190M 152M 114M 76M 38M
2018 2019 2020 2021 2022
Discretionary
Non-discretionary

Private Funds

Employees