Octo Capital, LLC
● SEC registered since 2024CRD 174351SEC# 801-131442Bingham Farms, MI
Reg. AUM
$165M
Employees
1
Accounts
487
Location
Bingham Farms, MI
Octo Capital, LLC assets under management
Octo Capital, LLC is a registered investment adviser overseen by the SEC based in Bingham Farms, MI. The firm has been registered since 2024. It reports $165 million in regulatory assets under management and employs 1 people.
Octo Capital, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel B Shub Control | Chief Executive Officer/Chief Compliance Officer/Managing Member | Over 75% | 2013 |
Frequently asked questions
How much does Octo Capital, LLC manage?
Octo Capital, LLC reports $165 million in regulatory assets under management on its Form ADV.
How many employees does Octo Capital, LLC have?
Octo Capital, LLC reports 1 employees.
Where is Octo Capital, LLC located?
Octo Capital, LLC is based in Bingham Farms, MI and has been SEC-registered since 2024.
Does Octo Capital, LLC disclose fund performance?
Octo Capital, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 31600 Telegraph Road, Suite 200, Bingham Farms, MI 48025 |
| Phone | 248-731-7729 |
| Fax | 248-419-1904 |
| Office hours | 9:00 a.m.-5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$165M▲ 17%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 80%
Larger than 20% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$165Mregulatory AUM
Discretionary $162.2MNon-discretionary $2.8M