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OCTAGON CAPITAL ADVISORS LP

NEW YORK, NY · CRD 306424 · IAPD ↗ · octagoninvestments.com · 212-369-2829

$1.18BRegulatory AUM
7Advisory reps
10Employees
0Clients
n/aPlanning clients
4Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

70
April 2026 — OCTAGON CAPITAL ADVISORS LP crossed $1B in regulatory AUM ($919.8M -> $1.18B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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