Octagon Finance Employee Directory

Financial ServicesVirginia, United States11-50 Employees

The challenges inherent in historic tax credit (HTC) development demand a partner who understands the landscape. Recognizing that HTC proceeds are only received upon project completion, Octagon Finance offers a strategic lending approach that pre-funds both state and federal credits to remove liquidity hurdles. Demonstrated by $1 billion in successful lending and development transactions, our strength lies in our comprehensive expertise across structured finance, HTCs, and real estate development.

The Bridge to Preservation:
•	Funding Advanced at NPS Part II Approval
•	$1 Billion in Lending and Development Experience
•	Over 80 HTC Loans Extended in 40+ Markets
•	Navigating Complexity with Expertise in Execution

Octagon Finance focusses exclusively on providing innovative construction and bridge financing for HTC developers. Since 2012, Octagon Finance has successfully funded the rehabilitation of over 80 properties in 40+ markets, representing over $3 billion in rehabilitation work. Backed by decades of specialized experience and proven success, Octagon Finance is a trusted lender helping developers navigate the complexities of historic tax credit financing.

Find Octagon Finance employees' phone numbers or email addresses

Octagon Finance Global Highlights

Location
Employees

North America
13

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  • United States Of America
    13

Octagon Finance's Leadership

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    A. S.
    Cfo
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    H. E.
    Coo
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    J. W.
    Founder
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    S. S.
    Managing Partner
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    U. K.
    Managing Partner
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    S. D.
    Project Manager And Underwriter
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    K. S.
    Office Manager & Accounting Assistant
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    S. F.
    Principal
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Contact profiles from Octagon Finance

Name
Title
Contact Info
Location
Last Update
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    S. L.
    Investor Relations
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    United StatesNew York
    Nov 20, 2025
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    P. W.
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    Jersey
    Nov 19, 2025
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    P. W.
    Director / Ownerr
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    Jersey
    Oct 21, 2025

Frequently Asked Questions

What is Octagon Finance known for?

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

What is Octagon Finance's most common email format?

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

How many employees does Octagon Finance have currently?

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Octagon Finance has approximately 13 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Octagon Finance's key employees and leadership?

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As of December 2025, Octagon Finance'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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