OCTAGON ASSET MANAGEMENT, LLC
CRD #286248 SEC #801-110412 CHARLOTTE, NC 212 683-8811
SEC Registered Private Funds
Total AUM
$191.9M
Discretionary
$3.5M
Employees
4
Clients
--
Accounts
5
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $191.9M | $3.5M | $188.4M | 4 | 0 |
| Mar 2024 | $179.7M | $3.3M | $176.5M | 4 | 0 |
| Mar 2023 | $171.5M | $168.4M | $3M | 4 | 0 |
| Apr 2022 | $128.2M | $2.9M | $125.3M | 4 | 0 |
| Mar 2022 | $128.2M | $2.9M | $125.3M | 4 | 0 |
| Mar 2021 | $29.9M | $3.1M | $26.8M | 3 | 0 |
| Mar 2021 | $29.9M | $3.1M | $26.8M | 3 | 0 |
| Mar 2020 | $47M | $6M | $41M | 3 | 0 |
| Mar 2019 | $38.2M | $5.7M | $32.5M | 3 | 0 |
| Nov 2018 | $50M | $4M | $46M | 6 | 0 |
| Mar 2018 | $50M | $4M | $46M | 6 | 0 |
| Aug 2017 | $160M | $0 | $160M | 6 | 1 |
| Aug 2017 | $160M | $0 | $160M | 6 | 1 |
| Apr 2017 | $40M | $0 | $40M | 6 | 1 |
| Apr 2017 | $40M | $0 | $40M | 6 | 1 |
DateMar 2025
Total AUM$191.9M
Discretionary$3.5M
Non-Disc.$188.4M
Employees4
Clients0
DateMar 2024
Total AUM$179.7M
Discretionary$3.3M
Non-Disc.$176.5M
Employees4
Clients0
DateMar 2023
Total AUM$171.5M
Discretionary$168.4M
Non-Disc.$3M
Employees4
Clients0
DateApr 2022
Total AUM$128.2M
Discretionary$2.9M
Non-Disc.$125.3M
Employees4
Clients0
DateMar 2022
Total AUM$128.2M
Discretionary$2.9M
Non-Disc.$125.3M
Employees4
Clients0
DateMar 2021
Total AUM$29.9M
Discretionary$3.1M
Non-Disc.$26.8M
Employees3
Clients0
DateMar 2021
Total AUM$29.9M
Discretionary$3.1M
Non-Disc.$26.8M
Employees3
Clients0
DateMar 2020
Total AUM$47M
Discretionary$6M
Non-Disc.$41M
Employees3
Clients0
DateMar 2019
Total AUM$38.2M
Discretionary$5.7M
Non-Disc.$32.5M
Employees3
Clients0
DateNov 2018
Total AUM$50M
Discretionary$4M
Non-Disc.$46M
Employees6
Clients0
DateMar 2018
Total AUM$50M
Discretionary$4M
Non-Disc.$46M
Employees6
Clients0
DateAug 2017
Total AUM$160M
Discretionary$0
Non-Disc.$160M
Employees6
Clients1
DateAug 2017
Total AUM$160M
Discretionary$0
Non-Disc.$160M
Employees6
Clients1
DateApr 2017
Total AUM$40M
Discretionary$0
Non-Disc.$40M
Employees6
Clients1
DateApr 2017
Total AUM$40M
Discretionary$0
Non-Disc.$40M
Employees6
Clients1