Octavia Investments LLC

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Assets, Funds, Holdings

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Octavia Investments LLC
CRD #167721
SEC #801-128303
CIK #
AUM $192.1 MM (2024-02-21)
Employees 1 (100% Investors, 0% Brokers)
Phone775-241-8140
Address660 Peachy Canyon Cir
Las Vegas, NV 89144
Source [IAPD] [Website]
Total AUM ($MM)
200160120804002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 8 1.0
(b) Individuals (high net worth individuals) 49 168.7
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 1 22.3
(n) Other 0 0.0
Total 223 192.1
By Discretionary
Discretionary 223 192.1
Non-Discretionary 0 0.0
Total 223 192.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 192.1
Total 223 192.1
Comparable Firms State AUM ($BB)
Hicks Capital Management LLC
OH 0.2
GMG Private Counsel ULC
0.2
Innova Advisors LLC
FL 0.2
Talisman Wealth Advisors LLC
NJ 0.2
Griffiths Dreher & Evans PS CPAS
WA 0.2
Iwealth Financial LLC
MN 0.2
Prairie Rivers Investments LLC
IL 0.2
1492 Capital Management LLC
WI 0.2
Glass Wealth Management Co LLC
TX 0.2
Lake Tahoe Wealth Management Inc
CA 0.2
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