Overview
Assets Under Management: $470 million
Headquarters: MIAMI, FL
High-Net-Worth Clients: 15
Average Client Assets: $3.5 million
Frequently Asked Questions
OCTOGONE NA is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #322478), OCTOGONE NA is subject to fiduciary duty under federal law.
OCTOGONE NA is headquartered in MIAMI, FL.
OCTOGONE NA serves 15 high-net-worth clients according to their SEC filing dated March 27, 2026. View client details ↓
According to their SEC Form ADV, OCTOGONE NA offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
OCTOGONE NA manages $470 million in client assets according to their SEC filing dated March 27, 2026.
According to their SEC Form ADV, OCTOGONE NA serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 15
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 11.25%
Average Client Assets: $3.5 million
Total Client Accounts: 97
Discretionary Accounts: 56
Non-Discretionary Accounts: 41
Regulatory Filings
CRD Number: 322478
Filing ID: 2073076
Last Filing Date: 2026-03-27 13:22:38