Octogone NA Inc

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Assets, Funds, Holdings

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Octogone NA Inc
CRD #285157
SEC #801-112433
CIK #
AUM
Employees 12 (75% Investors, 0% Brokers)
Phone305-677-9559
Address1395 Brickell Ave
Miami, FL 33131
Source [IAPD] [Website] [LinkedIn]
Total AUM ($M)
60048036024012002010201420192024
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 18 13.1
(b) Individuals (high net worth individuals) 12 19.0
(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 6 111.7
(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 53 373.2
(n) Other 0 0.0
Total 89 516.9
By Discretionary
Discretionary 59 251.5
Non-Discretionary 30 265.5
Total 89 516.9
By Non-United States Persons
Non-United States Persons 477.8
United States Persons 39.1
Total 89 516.9
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