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Octogone NA
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Octogone NA Share
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Overview Share
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Miami, Florida
$113.5 million AUM
1 office

Octogone NA is based in Miami, Florida and has $113.5 million in assets under management.

Location
1395 Brickell Avenue
Suite 1180
Miami, FL 33131
$113.5 million
AUM
4
Employees
AUM Share
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$113,455,120
Assets under management
40 clients
Number of clients
Average investment size is $2,836,378
75% are outside of the U.S.
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
High net worth individuals 19 $38,772,701 34% $2,040,668
Pooled investment vehicles 2 $5,105,406 4% $2,552,703
Other corporations or businesses 19 $69,577,013 61% $3,661,948
Employees Share
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4
Employees
4
Investment analysts
100% of total employees
AUM per employee Share
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$113,455,120
Assets under management
$28,363,780
AUM per employee
$28,363,780
AUM per investment analyst
About Share
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Compensation

Octogone NA makes money through the following ways:

  • Percentage of AUM
  • Performance-based fees
Services offered

Octogone NA provides the following services:

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Research
Firm data Share
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CRD number 285,157
SEC number 801-112433
Legal structure Corporation
Legal governance Florida, United States
Latest ADV filing date April 01, 2020

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