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OCTOGONE NA INC.

Advisory

N·MIAMI, FL

Data as of Jun 22, 2022 · Source: SEC Form ADV

Total AUM

$517M

1-Year AUM Growth

+46.8%

3-Year CAGR

+70.2%

Employees

9

Assets Under Management

Total AUM$517M

Discretionary AUM$251M

Non-Discretionary AUM$265M

Discretionary %48.6%

Total Clients—

Team

Total Employees9

Investment Advisers12

Employee Growth (1Y)—

Filing History

Total Filings on Record24

First FilingOct 7, 2016

Latest FilingJun 22, 2022

🔒 Full AUM trend chart and 24 historical filings spanning 6+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on OCTOGONE NA INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.