Octagon Capital Advisors Lp

654 MADISON AVENUE, 21ST FLOOR, New York, New York 10065

SEC CRD#306424
Last ADV filed: 03/17/2025
Verified Fiduciary

Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.

Fee-Only Verified

Compensation comes exclusively from client fees. No commissions, no product sales, no kickbacks.

Clean Disciplinary Record

No criminal, civil, or regulatory disclosures found in SEC or FINRA records.

No Conflicts Detected

Based on SEC filings, this firm does not sell insurance, operate as a broker-dealer, or offer proprietary products.

Fee Structure

Compensation methods:
Percentage of AUMPerformance-based fees

Compensation Transparency

Based on SEC filings, this firm is compensated exclusively through client fees. No additional revenue from insurance sales, brokerage commissions, or proprietary products was disclosed.

Octagon Capital Advisors Lp — Fiduciary Advisor Profile | FiduciaryListings