Octagon Finance LLC
● SEC registered since 2018CRD 289850SEC# 801-112264Charlottesville, VA
Ranks #5,218 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$184.1M
Fund GAV
$184.1M
Private funds
3
Employees
5
Accounts
9
Location
Charlottesville, VA
Octagon Finance LLC assets under management
Octagon Finance LLC operates as an SEC-registered investment adviser based in Charlottesville, VA. The firm has been registered since 2018. It reports $184.1 million in regulatory assets under management and employs 5 people. Octagon Finance LLC manages 3 private funds with combined gross assets of $184.1 million, including Octagon Credit Partners LP. By regulatory assets, it ranks 5,218 of 6,004 private fund managers.
Octagon Finance LLC private funds
3 funds · $184.1M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Octagon Credit Partners LP | Hedge | $71.2M | $5M |
| Octagon Credit Partners II LP | Hedge | $63.7M | — |
| Ocp Ccof LLC | Hedge | $49.2M | — |
Octagon Finance LLC owners & executives
15 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ashley Smith Control | Chief Compliance Officer And Chief Financial Officer | Under 5% | 2017 |
| Hugh Ewing Control | Chief Operating Officer | Under 5% | 2017 |
| John P. Williamson Control | Member / Chief Executive Officer / Chief Investment Officer | Under 5% | 2011 |
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Join to unlock · $37/moFrequently asked questions
How much does Octagon Finance LLC manage?
Octagon Finance LLC reports $184.1 million in regulatory assets under management on its Form ADV.
How many private funds does Octagon Finance LLC manage?
Octagon Finance LLC manages 3 private funds with combined gross assets of $184.1 million.
How many employees does Octagon Finance LLC have?
Octagon Finance LLC reports 5 employees.
Where is Octagon Finance LLC located?
Octagon Finance LLC is based in Charlottesville, VA and has been SEC-registered since 2018.
Does Octagon Finance LLC disclose fund performance?
Octagon Finance LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 818 E. Jefferson St, Suite 102, Charlottesville, VA 22902 |
| Phone | 434-977-7770 |
| Office hours | 9a.m.-5p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$184.1M▼ 5%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 77%
Larger than 23% of 16,271 advisers
AUM vs fund managersTop 87%
Larger than 13% of 6,004 private-fund managers
Number of fundsTop 53%
More funds than 47% of fund managers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$184.1Mregulatory AUM
Discretionary $184.1M