Key facts
- Octagon Asset Management is a hedge fund based in Charlotte, North Carolina.
- Octagon Asset Management reports $5.0M in regulatory assets under management across 1 private fund, per its SEC Form ADV (2026-03).
About Octagon Asset Management
Founded in 1998
Registered with the SEC
Form ADV · 2026-03 · CRD 286248- Regulatory AUM
- $5.0M
- Private fund assets
- $5.5M
- Private funds
- 1 · 1 hedge
- Staff
- 4
- Registered office
- CHARLOTTE, NC
- SEC status
- Approved
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as OCTAGON ASSET MANAGEMENT, LLC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for Octagon Asset Management are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is Octagon Asset Management's AUM?
- Octagon Asset Management manages approximately $5.0M in assets.