Octogone NA, LLC provides investment advice and manages portfolios for individuals, corporations, and private funds. Octogone offers both discretionary (where they make investment decisions for you) and non-discretionary (where you approve each trade) portfolio management services. Octogone does not specialize in any specific type of security, but can advise on a variety of investments. Octogone also acts as the investment manager of private investment funds.
Assets Under Management$500M
Clients98
Advisors1
Avg. per Client$5.1M
Avg. per Advisor$500M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 1.00% |
| $25M+ | 0.75% |
Fees are negotiable. Octogone may also charge a performance fee between 5% and 20%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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