Insights

Niche Market Expertise Octagon specializes in alternative structured finance for global trade, commodity finance, and transportation, primarily targeting institutional clients such as pension plans, endowments, and family offices, indicating a focus on sophisticated investment solutions.

Emerging Market Focus With particular expertise in emerging markets, Octagon presents opportunities for financial technology partners and service providers aiming to support cross-border trade, commodity transactions, and regional financial infrastructure development.

Private Client Strategy The company's service offerings including funds, separately managed accounts, and co-investment opportunities suggest potential for targeted solutions in wealth management, tailored investment platforms, or compliance services for high-net-worth clients and institutional investors.

Digital Presence Development Using platforms like WordPress and Google Analytics indicates an openness to digital engagement; sales efforts can be directed towards providing advanced online marketing, website optimization, or data analytics solutions to expand their outreach.

Financial Growth Opportunities With current revenues between 1 million and 10 million dollars and a lean office team, there is potential for scalable financial products, risk management tools, or technology upgrades that support growth while maintaining operational efficiency.

Octagon Tech Stack

Octagon uses 8 technology products and services including WordPress, GoDaddy Website Builder, Google Fonts API, and more. Explore Octagon's tech stack below.

  • WordPress
    Content Management System
  • GoDaddy Website Builder
    Content Management System
  • Google Fonts API
    Font Scripts
  • jQuery Migrate
    Javascript Libraries
  • Google Maps
    Maps
  • Bootstrap
    UI Frameworks
  • Google Analytics
    Web Analytics
  • Apache
    Web Servers

Media & News

Octagon's Email Address Formats

Octagon uses at least 1 format(s):
Octagon Email FormatsExamplePercentage
First.Last@octagonam.comJohn.Doe@octagonam.com
38%
First@octagonam.comJohn@octagonam.com
16%
Middle@octagonam.comMichael@octagonam.com
8%
First.Last@octagonam.comJohn.Doe@octagonam.com
38%

Frequently Asked Questions

Where is Octagon's headquarters located?

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Octagon's main headquarters is located at 3600 Arco Corporate Drive Charlotte, North Carolina 28273 United States. The company has employees across 2 continents, including North AmericaEurope.

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-PA.

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.

What is Octagon's SIC code NAICS code?

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Octagon's SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does Octagon have currently?

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As of February 2026, Octagon has approximately 3 employees across 2 continents, including North AmericaEurope. Key team members include Coo/Director Of Operations: J. E. H.President And Ceo: C. M. W.President: M. W.. 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 WordPressGoDaddy Website BuilderGoogle Fonts APIjQuery MigrateGoogle MapsBootstrapGoogle AnalyticsApache.

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

Financial ServicesNorth Carolina, United States2-10 Employees

Octagon Asset Management, LLC is an investment advisor headquartered in New York. Founded in 1998, Octagon specializes in alternative structured finance in global trade, commodity finance and transportation. Octagon operates worldwide with particular expertise in emerging markets, and serves pension plans, endowments, family offices, foundations, fund-of-funds, and high-net-worth individuals through: FUNDS - Octagon is the investment manager for the Octagon Global Trade Fund, a direct-lending trade and commodity finance vehicle; SEPARATELY MANAGED ACCOUNTS - Octagon provides investment advisory services to qualified institutions through separately-managed accounts, which allow for portfolio customization to meet the individual needs of clients; and CO-INVESTMENT OPPORTUNITIES - Octagon provides advisory services for select investors in co-investment opportunities.

Section iconCompany Overview

Headquarters
3600 Arco Corporate Drive Charlotte, North Carolina 28273 United States
Phone number
SIC Code
7389 - Business Services, Not Elsewhere Classified
Stock Symbol
XFLT-PA
NAICS Code
52 - Finance and Insurance
Founded
1998
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

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

Section iconFunding & Financials

  • $1M$10M

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

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