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 and SEC-registered investment adviser (registered in 2020) that runs pooled investment vehicles across hedge fund and private equity strategies. The firm serves institutional clients and operates both as an active manager and as sponsor/GP/managing member of pooled vehicles. It functions in roles typically associated with commodity pool operators or commodity trading advisors and provides portfolio management for its pooled funds. Compensation structures include asset-based fees and performance fees. Octagon does not report itself as an active ESG investor and is not identified primarily as a capital allocator to third-party managers.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 2
Ting 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
Similar firms
Audax Pdb Management Company, LLC
RIANew York, NY
Arlon Advisor LLC
RIANew York, NY
Cross Lake Partners LP
RIANew York, NY
Wellington Shields Capital Management, LLC
RIANew York, NY
Willow Tree Capital Corp Advisors LLC
RIANew York, NY
VSS Fund Management LLC
RIANew York, NY