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OCTAGON CREDIT INVESTORS, LLC
250 Park Avenue
15th Floor
New York, New York 10177
Tel: 212-400-8400
About OCTAGON CREDIT INVESTORS, LLC
OCTAGON CREDIT INVESTORS, LLC, formally registered with the SEC as OCTAGON CREDIT INVESTORS, LLC. The firm was established in 01/03/2011. They have over 1 offices throughout the country.
OCTAGON CREDIT INVESTORS, LLC is a New York, New York based Financial Planning firm with nearly $35,396,764,678 assets under management, offering retirement planning & investment advisory services to 124 clients. The firm is staffed with 86 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 155336 |
| SEC# | 801-71998 |
| Assets Managed by Firm | $35,396,764,678 |
| No. of Clients | 124 |
| No. of Advisors | 86 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 124 | $35,396,764,678 |
| Pension and profit sharing plans | 3 | $917,810,984 |
| Charitable organizations | 1 | $67,784,492 |
| Corporations or other businesses | 2 | $134,481,692 |
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