Octagon Finance LLC
Octagon Finance LLC is an SEC-registered asset manager in Charlottesville, VA with $184.1M assets under management (AUM, regulatory AUM), -5% over one year. See who owns Octagon Finance LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 289850, SEC 801-112264, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $184.1M (2026-03-31)
- Firm type
- Asset Manager
- Location
- Charlottesville, VA
- Employees
- 5
- Clients
- 9
- CRD
- 289850
- Ownership
- SQUIGGLY, LLC; Williamson, John, P.; STALFORT, JOHN, ALFRED; Ashley, Smith; OCTAGON OWNER LLC
How much AUM does Octagon Finance LLC have?
Octagon Finance LLC reported $184.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Octagon Finance LLC?
Disclosed owners and executives of Octagon Finance LLC include SQUIGGLY, LLC, Williamson, John, P., STALFORT, JOHN, ALFRED, Ashley, Smith, OCTAGON OWNER LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.