OCTAGON FINANCE LLC
B63
CRD 289850·SEC 801-112264·CHARLOTTESVILLE, VA
AUM
$184.1M
$100M-$500M
Est. Revenue
$1.8M
@ 1% on AUM
Est. EBITDA
$552K
@ 30% margin
Est. Deal Value
$4.4M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $279.8M
'21 · $322.2M
'22 · $334.1M
'23 · $226.9M
'25 · $193.8M
'26 · $184.1M
'20'26
$279.8M → $184.1M▼ -34%
Operations
Advisory staff (5-yr trend)
'20 · 8 advisors
'21 · 7 advisors
'22 · 6 advisors
'23 · 6 advisors
'25 · 5 advisors
'26 · 4 advisors
'20'26
8 advisors → 4 advisors▼ -50%
Branches
—
Custodian & Brokerage
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Edgar Form D Offerings
2024-01-102024-01-10 · 0001693227-24-000001
2022-12-232022-12-23 · 0001693227-22-000001
Compliance & brand
All other collected signals (16)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
126 GARRETT STREET, SUITE GCHARLOTTESVILLE, VA 22902
Business
126 GARRETT STREET, SUITE GCHARLOTTESVILLE, VA 22902
Edgar Recent Filings
D/A2024-01-10 · 0001693227-24-000001
D/A2022-12-23 · 0001693227-22-000001