1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2OCTAVIA INVESTMENTS LLC

Map pin
Phone775-241-8140
NotebookSEC #801-128303
Total AUM
$327M
Employees
1
Clients
73

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
775-241-8140

ReceiptFinancials

Total AUM
$327M
Accounts
294
Discretionary
$324.3M
Accounts
282
Non-Discretionary
$2.7M
Accounts
12

ContactClients

View more in analytics →

Individual Clients
11
AUM
$3.4M
HNW Individual Clients
60
AUM
$281.2M
Corporation or Business Clients
2
AUM
$42.4M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANVTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account