Key facts
- OFS is a other based in MCLEAN, VA.
- OFS reports $120.4M in regulatory assets under management, per its SEC Form ADV (2025-03).
Registered with the SEC
Form ADV · 2025-03 · CRD 107335- Regulatory AUM
- $120.4M
- Private fund assets
- —
- Private funds
- —
- Staff
- 24
- Registered office
- MCLEAN, VA
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as OCTAGON FINANCIAL SERVICES INC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for OFS are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is OFS's AUM?
- OFS manages approximately $120.4M in assets.