|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| OCTO Capital LLC
✚
|
|
|---|---|
| CRD # | 174351 |
| SEC # | 801-131442 |
| CIK # | |
| AUM | $140.7 M (2025-03-28) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 248-731-7729 |
| Address | 31600 Telegraph Road Bingham Farms, MI 48025 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 72 | 21.5 |
| (b) Individuals (high net worth individuals) | 63 | 119.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 465 | 140.7 |
| By Discretionary | ||
| Discretionary | 459 | 138.4 |
| Non-Discretionary | 6 | 2.3 |
| Total | 465 | 140.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 140.7 | |
| Total | 465 | 140.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Roxbury Financial LLC
✚
|
NJ | 0.1 |
|
CPWA LLC
✚
|
OR | 0.1 |
|
Collier Financial Inc
✚
|
CO | 0.1 |
|
Athena Wealth Management LLC
✚
|
NV | 0.1 |
|
Fulcrum Wealth Advisors LLC
✚
|
WA | 0.1 |
|
Jim Mackay Financial Planning LLC
✚
|
MO | 0.1 |
|
Belmont Private Wealth
✚
|
0.1 | |
|
Avail Investment Partners LLC
✚
|
PA | 0.1 |
|
Spyglass Investment Management Corporation
✚
|
IN | 0.1 |
|
Oxford Capital Management Inc
✚
|
VA | 0.1 |