OCTAHEDRON CAPITAL MANAGEMENT, L.P.
C38
CRD 309209·SEC 801-123257·BURLINGAME, CA
AUM
$594.2M
$500M-$1B
Est. Revenue
$5.9M
@ 1% on AUM
Est. EBITDA
$1.8M
@ 30% margin
Est. Deal Value
$14.3M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'22 · $242.6M
'23 · $242.6M
'25 · $358.8M
'26 · $594.2M
'22'26
$242.6M → $594.2M▲ +145%
Operations
Advisory staff (5-yr trend)
'22 · 4 advisors
'23 · 4 advisors
'25 · 5 advisors
'26 · 4 advisors
'22'26
4 advisors → 4 advisors▬ 0%
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
2026-01-022026-01-02 · 0000902664-26-000007
2025-01-032025-01-03 · 0000902664-25-000017
Compliance & brand
All other collected signals (12)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
C/O WALKERS CORPORATE LIMITED190 ELGIN AVENUEGEORGE TOWN, GRAND CAYMAN, E9, KY1-9008
Business
C/O WALKERS CORPORATE LIMITED190 ELGIN AVENUEGEORGE TOWN, GRAND CAYMAN, E9, KY1-9008
Edgar Recent Filings
D/A2026-01-02 · 0000902664-26-000007
D/A2025-01-03 · 0000902664-25-000017