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OCTAGON FINANCE LLC

CHARLOTTESVILLE, VA · CRD 289850 · IAPD ↗ · octagonfinance.com · 434-977-7770

$184.1MRegulatory AUM
4Advisory reps
5Employees
0Clients
n/aPlanning clients
3Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

30
April 2025 — OCTAGON FINANCE LLC reported RAUM down 25% ($259.9M -> $193.8M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
38
April 2024 — OCTAGON FINANCE LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.