Insights

Niche LP Targeting Focus on high-net-worth individuals, family offices, foundations, pension plans, endowments, and fund-of-funds that seek alternative structured finance, global trade and commodity finance exposure, positioning Octagon as a specialized advisor for diversified portfolios and bespoke co-investment opportunities.

Emerging Markets Play Leverage Octagon’s expertise in emerging markets and global trade finance to approach institutional allocators seeking diversification and growth in complex credit strategies, highlighting risk-adjusted return potential and uncorrelated income streams.

Alternative Credit Offering Position the Octagon Global Trade Fund and separately managed accounts as vehicles for clients needing direct-lending, trade finance, and commodity finance exposure within a regulated, transparent framework, emphasizing customization and liquidity options.

Tech-Driven Outreach Utilize the firm’s technology stack (AWS, Google Workspace, analytics tools) to support data-driven client targeting, personalized outreach, and digital due diligence, while showcasing scalable infrastructure to prospective institutional clients.

Strategic Partnerships Identify co-investment and sub-advisory partnership opportunities with asset managers and family offices looking for collaboration on niche credit strategies, leveraging Octagon’s long-standing experience and track record to expand distribution via joint ventures.

Similar companies to Octagon

Octagon Tech Stack

Octagon uses 8 technology products and services including Amazon Web Services, GoDaddy Website Builder, WordPress, and more. Explore Octagon's tech stack below.

  • Cloud Hosting
  • GoDaddy Website Builder
    Content Management System
  • Content Management System
  • Element UI
    Javascript Frameworks
  • Google Analytics
    Web Analytics
  • Google Search Console
    Web Analytics
  • Apache
    Web Servers

Media & News

Octagon's Email Address Formats

Octagon uses at least 3 email formats:
Octagon Email FormatsExamplePercentage
First.Last@octagonam.comJohn.Doe@octagonam.com
63%
First@octagonam.comJohn@octagonam.com
25%
Middle@octagonam.comMichael@octagonam.com
12%

Frequently Asked Questions

What is Octagon's phone number?

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You can contact Octagon's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Octagon's stock symbol?

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Octagon is a publicly traded company; the company's stock symbol is XFLT.

What is Octagon's official website and social media links?

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Octagon's official website is octagonam.com and has social profiles on LinkedIn.

How much revenue does Octagon generate?

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As of August 2026, Octagon's annual revenue is estimated to be $1M - $10M.

What is Octagon's NAICS code?

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Octagon's NAICS code is 52 - Finance and Insurance.

How many employees does Octagon have currently?

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As of August 2026, Octagon has approximately 3 employees across 2 continents, including North America and Europe. Key team members include Group Director: P. A. Explore Octagon's employee directory with LeadIQ.

What industry does Octagon belong to?

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Octagon operates in the Financial Services industry.

What technology does Octagon use?

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Octagon's tech stack includes Amazon Web Services, GoDaddy Website Builder, WordPress, Google Workspace, Element UI, Google Analytics, Google Search Console and Apache.

What is Octagon's email format?

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Octagon's email format typically follows the pattern of First.Last@octagonam.com. Find more Octagon email formats with LeadIQ.

When was Octagon founded?

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Octagon was founded in 1998.
Octagon logo

Octagon

Financial ServicesNorth Carolina, United States2-10 Employees

Octagon Asset Management, LLC is an investment advisory firm focused on alternative structured finance within global trade, commodity finance, and transportation. Headquartered in New York, the firm serves institutions such as pension plans, endowments, foundations, fund-of-funds, family offices, and high-net-worth individuals through direct-lending trade and commodity finance vehicles, separately managed accounts, and co-investment advisory opportunities.
Operating in the financial services industry with a global reach and emphasis on emerging markets, Octagon provides portfolio customization and targeted investment strategies to meet the specific needs of its clients. The company’s structure includes managing a dedicated fund, offering separately managed accounts for qualified institutions, and providing advisory services for select co-investment opportunities, reflecting a multi-channel approach to investment management.

Section iconCompany Overview

Phone number
Stock Symbol
XFLT
NAICS Code
52 - Finance and Insurance
Founded
1998
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    Octagon's revenue is estimated to be in the range of $1M - $10M

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