OCTAGON CAPITAL ADVISORS LP

RIASEC RegisteredEst. 2020
Total AUM
$1.2B
Discretionary
$1.2B
100% of AUM
Avg account
$147M
Accounts
8
Employees
10
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
306424
Registered since
April 27, 2020
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

2 of 2
  • Ting Jia

    Founder and Managing MemberCRD 7197819

  • MARK KOEHNLEIN

    ControllerCRD 5697915

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth