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OCTAGON ASSET MANAGEMENT, LLC

Tel: 212 683-8811
615 S College Street
Charlotte, North Carolina  28202-3354

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OCTAGON ASSET MANAGEMENT, LLC

OCTAGON ASSET MANAGEMENT, LLC is a Charlotte, North Carolina based financial advisory firm with nearly $179,729,235 in assets under management and provides investment advisory services for 5 clients. There are currently 4 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for pooled investment vehicles

Fee Structure:

A percentage of AUM, Performance Based

Firm CRD#:

286248

SEC#:

801-110412

No. of Clients:

5

Assets under Management

$179,729,235

No. of Advisors:

4

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