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Building 2OCTAGON ASSET MANAGEMENT, LLC

Map pinCHARLOTTE, NC
Phone212 683-8811
NotebookSEC #801-110412
Total AUM
$221.2M
Employees
4
Clients
5

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
615 S COLLEGE STREET
CHARLOTTE
NC 28202-3354
United States
Operating Hours
9AM TO 6PM
Monday - Friday
Phone
212 683-8811

ReceiptFinancials

Total AUM
$221.2M
Accounts
5
Discretionary
$3.7M
Accounts
1
Non-Discretionary
$217.5M
Accounts
4

ContactClients

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Investment Company Clients
4
AUM
$217.5M
Pooled Vehicle Clients
1
AUM
$3.7M

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
NC

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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