Octavia Investments LLC
● SEC registered since 2023CRD 167721SEC# 801-128303
Reg. AUM
$327M
Employees
1
Accounts
294
Location
—
Octavia Investments LLC assets under management
Octavia Investments LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2023. It reports $327 million in regulatory assets under management and employs 1 people.
Octavia Investments LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andre Kovensky Control | Managing Member - Cco | Over 75% | 2013 |
Frequently asked questions
How much does Octavia Investments LLC manage?
Octavia Investments LLC reports $327 million in regulatory assets under management on its Form ADV.
How many employees does Octavia Investments LLC have?
Octavia Investments LLC reports 1 employees.
Does Octavia Investments LLC disclose fund performance?
Octavia Investments LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 775-241-8140 |
| Office hours | By Appointment |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$327M▲ 31%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 60%
Larger than 40% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$327Mregulatory AUM
Discretionary $324.3MNon-discretionary $2.7M