OCTOGONE NA

Legal name: OCTOGONE NA, LLC

CRD 322478File 801-126432

APPROVED

Retail clients

Custody

Filing as of Mar 27, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$469.7M

Above cohort median (national)

Discretionary AUM

$238.8M

Non-discretionary $230.9M

Clients

97 accounts

Employees

Above cohort median in FL

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: MIRO
Registration date: Aug 24, 2022
Principal office: 1395 BRICKELL AVENUE, SUITE 1180, MIAMI, FL, 33131
Phone: 305-677-9559
Website: https://octogone.ch/en/miami/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $469.7M
Discretionary AUM: $238.8M
Non-discretionary AUM: $230.9M
Discretionary accounts: 56
Non-discretionary accounts: 41
Total accounts: 97
AUM per client: $4.8M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	55	$358.2M
High net worth individuals	15	$52.8M
Pooled investment vehicles	6	$45.0M
Individuals (other than high net worth individuals)	21	$13.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Performance-based fees
A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
Portfolio management for businesses
Portfolio management for pooled investment vehicles
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.