Octavia Investments LLC

Overview

Octavia Investments LLC is a privately owned advisory firm that provides fee-based portfolio management to high-net-worth individuals, families and institutional clients. The firm runs predominantly discretionary mandates and emphasizes equity exposure as its primary allocation preference. Services are delivered under a percentage-of-assets fee model and cover both individual/small-business portfolios and accounts for larger institutions. The firm does not position itself as an ESG-focused allocator and manages most client assets on a discretionary basis. Regulatory information indicates SEC registration in 2023 and an organizational structure as a limited liability company owned by an individual. Investment activity centers on listed equities and commingled mutual funds, supplemented by allocations to private placements where appropriate for eligible clients.

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Location & Offices