OCTAGON FINANCE LLC
CRD #289850 SEC #801-112264 CHARLOTTESVILLE, VA 434-977-7770
SEC Registered Private Funds
Total AUM
$193.8M
Discretionary
$193.8M
Employees
6
Clients
--
Accounts
5
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $193.8M | $193.8M | $0 | 6 | 0 |
| Mar 2025 | $193.8M | $193.8M | $0 | 6 | 0 |
| Mar 2024 | $259.9M | $259.9M | $0 | 6 | 0 |
| Mar 2023 | $209.7M | $209.7M | $0 | 7 | 0 |
| Mar 2022 | $226.9M | $226.9M | $0 | 7 | 0 |
| Nov 2021 | $334.1M | $334.1M | $0 | 7 | 0 |
| Oct 2021 | $334.1M | $334.1M | $0 | 7 | 0 |
| Mar 2021 | $334.1M | $334.1M | $0 | 7 | 0 |
| May 2020 | $322.2M | $322.2M | $0 | 8 | 0 |
| Mar 2020 | $322.2M | $322.2M | $0 | 8 | 0 |
| Mar 2019 | $279.8M | $279.8M | $0 | 8 | 0 |
| Jan 2018 | $220.7M | $220.7M | $0 | 6 | 4 |
| Dec 2017 | $220.7M | $220.7M | $0 | 6 | 4 |
DateOct 2025
Total AUM$193.8M
Discretionary$193.8M
Non-Disc.$0
Employees6
Clients0
DateMar 2025
Total AUM$193.8M
Discretionary$193.8M
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$259.9M
Discretionary$259.9M
Non-Disc.$0
Employees6
Clients0
DateMar 2023
Total AUM$209.7M
Discretionary$209.7M
Non-Disc.$0
Employees7
Clients0
DateMar 2022
Total AUM$226.9M
Discretionary$226.9M
Non-Disc.$0
Employees7
Clients0
DateNov 2021
Total AUM$334.1M
Discretionary$334.1M
Non-Disc.$0
Employees7
Clients0
DateOct 2021
Total AUM$334.1M
Discretionary$334.1M
Non-Disc.$0
Employees7
Clients0
DateMar 2021
Total AUM$334.1M
Discretionary$334.1M
Non-Disc.$0
Employees7
Clients0
DateMay 2020
Total AUM$322.2M
Discretionary$322.2M
Non-Disc.$0
Employees8
Clients0
DateMar 2020
Total AUM$322.2M
Discretionary$322.2M
Non-Disc.$0
Employees8
Clients0
DateMar 2019
Total AUM$279.8M
Discretionary$279.8M
Non-Disc.$0
Employees8
Clients0
DateJan 2018
Total AUM$220.7M
Discretionary$220.7M
Non-Disc.$0
Employees6
Clients4
DateDec 2017
Total AUM$220.7M
Discretionary$220.7M
Non-Disc.$0
Employees6
Clients4