OCTAGON CAPITAL ADVISORS LP
Firm details
- Headquarters
- New York, New York
- CRD number
- 306424
- Registered since
- April 27, 2020
- Website
- octagoninvestments.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Octagon Capital Advisors LP is a limited partnership that registered with the SEC in 2020 and operates as a multifaceted fund manager combining hedge fund and private equity activities. The firm targets institutional clients and carries a fee mix of AUM-based charges plus performance fees. Its regulatory and operational footprint includes commodity pool operator/commodity trading advisor (CPO/CTA) roles and portfolio management for pooled investment vehicles. Octagon also functions as sponsor, general partner and managing member of pooled vehicles it manages. The firm is not identified as an active ESG investor and is organized under domestic ownership. Its profile points to a manager that runs both pooled alternative funds and public equity positions rather than a pure wealth manager or capital allocator for third-party managers.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2Ting Jia
Founder and Managing MemberCRD 7197819
MARK KOEHNLEIN
ControllerCRD 5697915
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 654 Madison Ave
- Time zone
- ET (UTC-5)
- Office locations
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