Octagon Finance, LLC Employee Directory

Financial ServicesVirginia, United States11-50 Employees

Octagon Finance, LLC is a Charlottesville, Virginia-based financial services firm that concentrates on historic tax credit development. It provides capital arrangements designed to move HTC projects forward by aligning cash needs with the timing of tax credit realization, reducing liquidity obstacles for developers. Since 2012, the company has supported the rehabilitation of more than 80 properties across 40+ markets. 

Its work is anchored in expertise across structured finance, historic tax credits, and real estate development, enabling teams to navigate complex HTC programs. Based in Charlottesville, the firm positions itself as a dedicated partner for HTC developers, applying its experience to support the execution of rehabilitation projects.

Find Octagon Finance, LLC employees' phone numbers or email addresses

Octagon Finance, LLC Global Highlights

Location
Employees

North America
14

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  • United States Of America
    14

Octagon Finance, LLC's Leadership

  • Stylized image of a person
    A. S.
    Cfo
    Phone icon
  • Stylized image of a person
    H. E.
    Coo
    Phone icon
  • Stylized image of a person
    J. W.
    Founder
    Phone icon
  • Stylized image of a person
    S. S.
    Managing Partner
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  • Stylized image of a person
    U. K.
    Managing Partner
    Phone icon
  • Stylized image of a person
    S. D.
    Project Manager And Underwriter
    Phone icon
  • Stylized image of a person
    K. S.
    Office Manager & Accounting Assistant
    Phone icon
  • Stylized image of a person
    S. F.
    Principal
    Phone icon

Octagon Finance, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Finance
  • Accounting
  • Administrative
  • Other
  • Analytics

Contact profiles from Octagon Finance, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    S. S.
    Managing Partner
    Phone icon
    United StatesNew York
    Nov 17, 2025
  • Stylized image of a person
    J. W.
    Founder
    Phone icon
    United StatesVirginia
    Nov 17, 2025
  • Stylized image of a person
    U. K.
    Managing Partner
    Phone icon
    United StatesNew Jersey
    Apr 03, 2026
  • Stylized image of a person
    A. S.
    Cfo
    Phone icon
    United StatesVirginia
    Nov 17, 2025
  • Stylized image of a person
    H. E.
    Coo
    Phone icon
    United StatesVirginia
    May 29, 2026
  • Stylized image of a person
    S. D.
    Project Manager And Underwriter
    Phone icon
    United StatesVirginia
    Apr 13, 2026
  • Stylized image of a person
    K. S.
    Office Manager & Accounting Assistant
    Phone icon
    United StatesVirginia
    May 28, 2026
  • Stylized image of a person
    S. F.
    Principal
    Phone icon
    United StatesNew York
    Nov 17, 2025
  • Stylized image of a person
    J. L.
    Business Development & Investor Relations
    Phone icon
    United StatesNew York
    Jul 17, 2025
  • Stylized image of a person
    Z. B.
    Originations
    Phone icon
    United StatesNew Jersey
    Apr 15, 2026

Frequently Asked Questions

What is Octagon Finance, LLC known for?

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Octagon Finance, LLC operates in the Financial Services industry. The company's main headquarters is located in 818 East Jefferson Street Suite 102 Charlottesville, Virginia 22902 United States; you can contact the main corporate office by phone at . Explore Octagon Finance, LLC's company overview page for more information.

What is Octagon Finance, LLC's most common email format?

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Octagon Finance, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Octagon Finance, LLC email formats with LeadIQ.

How many employees does Octagon Finance, LLC have currently?

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Octagon Finance, LLC has approximately 14 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Octagon Finance, LLC's key employees and leadership?

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As of June 2026, Octagon Finance, LLC's key employees include:

  • Cfo: A. S.
  • Coo: H. E.
  • Founder: J. W.
  • Managing Partner: S. S.
  • Managing Partner: U. K.

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