OCTOGONE NA, LLC
C42
CRD 322478·SEC 801-126432·MIAMI, FL
AUM
$469.7M
$100M-$500M
Est. Revenue
$4.7M
@ 1% on AUM
Est. EBITDA
$1.4M
@ 30% margin
Est. Deal Value
$11.3M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
Client mix
| Corporations | 55 |
| Individuals Other | 21 |
| Individuals High Net Worth | 15 |
| Pooled Investment Vehicles | 6 |
Operations
Advisory staff (5-yr trend)
'23 · 10 advisors
'25 · 3 advisors
'26 · 3 advisors
'23'26
10 advisors → 3 advisors▼ -70%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (8)
Everything else we've pulled for this record, not yet curated into a section.