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Type	Result	AUM ($B)

Octagon CLO Balanced Income Fund Ltd
Firm	Octagon Credit Investors LLC ✚
Fund #	805-7334015546
CIK #
Sale
Fund	Other Private Fund
Phone
Address
Source	[IAPD]

Fund AUM and Sold ($M)

Fund Details
Director	Amy ADAR, Kimberly Melen, William Shaw
Custodian	US Bank National Association
Auditor	KPMG LLP US, KPMG LLP Cayman Islands
Marketer	Conning Investment Products Inc
Broker
Jurisdiction

Comparable Firms	State	AUM ($B)
Calder Financial LLC ✚		0.1
Kaltbaum Capital Management LLC ✚		0.1
Jaras Financial Services Inc ✚		0.1
YDFS Inc ✚		0.1
Seaborn Financial LLC ✚		0.1
Elemental Capital Partners LLC ✚		0.1
Bulwark Capital Corporation ✚		0.1
Motilal Oswal Capital Limited ✚		0.1
Bill Spalding Wealth Management ✚		0.1
Kingdom Legacy Advisors Corporation ✚		0.1

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