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Octagon Finance LLC

● SEC registered since 2018CRD 289850SEC# 801-112264Charlottesville, VA
Export (members)
Ranks #4,845 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$193.8M
Fund GAV
$284.7M
Private funds
2
Employees
6
Accounts
5
Location
Charlottesville, VA

Octagon Finance LLC assets under management

Octagon Finance LLC operates as an SEC-registered investment adviser based in Charlottesville, VA. The firm has been registered since 2018. It reports $193.8 million in regulatory assets under management and employs 6 people. Octagon Finance LLC manages 2 private funds with combined gross assets of $284.7 million, including Octagon Credit Partners LP. By regulatory assets, it ranks 4,845 of 5,911 private fund managers.

Octagon Finance LLC private funds

2 funds · $284.7M GAV
FundTypeGross assetsMin.
Octagon Credit Partners LPHedge$214M$5M
Ocp Ccof LLCHedge$70.7M

Octagon Finance LLC owners & executives

15 reported
NameTitleOwnershipSince
Ashley Smith ControlChief Compliance Officer And Chief Financial OfficerUnder 5%2017
Hugh Ewing ControlChief Operating OfficerUnder 5%2017
John P. Williamson ControlMember / Chief Executive Officer / Chief Investment OfficerUnder 5%2011
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Frequently asked questions

How much does Octagon Finance LLC manage?

Octagon Finance LLC reports $193.8 million in regulatory assets under management on its Form ADV.

How many private funds does Octagon Finance LLC manage?

Octagon Finance LLC manages 2 private funds with combined gross assets of $284.7 million.

How many employees does Octagon Finance LLC have?

Octagon Finance LLC reports 6 employees.

Where is Octagon Finance LLC located?

Octagon Finance LLC is based in Charlottesville, VA and has been SEC-registered since 2018.

Does Octagon Finance LLC disclose fund performance?

Octagon Finance LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address126 Garrett Street, Suite G, Charlottesville, VA 22902
Phone434-977-7770
Office hours9a.m.-5p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$193.8M
Non-discretionary$0
Total (RAUM)$193.8M

Service providers