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Private equityFirmfund of funds · probablelower middle market

Octagon Credit Investors, LLC

Private Equity

New York, NY

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:9428c3ad-0717-4ddf-bba4-75d75f0c87ad

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 20, 2026, 5:46 AM UTC and rebuilt at most every 15 minutes.

Relationships: 51
Dated events: 40
On other graphs: 3
Observed: Sep 13, 2026 to Sep 17, 2026
29 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Independent Sponsorsidentity

Octagon Credit Investors, LLC

Capital provider to sponsors · shared crd

RIA / Wealth Managementidentity

OCTAGON CREDIT INVESTORS, LLC

Registered adviser · shared crd

Private Creditidentity

OCTAGON CREDIT INVESTORS, LLC

Private credit manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Funds: 6
PE funds: 6
Vintages: 2015 to 2024
PE GAV, 2024 filing: $138Mgross asset value on Form ADV; never dry powder
Regulatory AUM: $35B
Investments: 0
Active investments: 0
Size band: LOWER MIDDLE MARKETderivedproxy: $0.14bn Private Equity Fund GAV on the Form ADV filed 2024-10-04
Stated control: majority
Latest ADV filing: Oct 4, 2024
Employees (ADV): 86
Website: octagoncredit.com

Funds

Fund	Vintage	Lifecycle	ADV type	Form D sold	GAV
Octagon Clo Opportunity Fund V Master LP	2024	Unknown	Private Equity Fund	n/a	$32.6M
Octagon Clo Opportunity Fund IV Master LP	2022	Early deployment	Private Equity Fund	n/a	$105M
Octagon Clo Opportunity Fund III Master LP	2018	Wound down	Private Equity Fund	n/a	$181M
Octagon Clo Debt Fund II Master LP	2017	Wound down	Private Equity Fund	n/a	$0
Octagon Clo Debt Fund II LP	2016	Wound down	Private Equity Fund	n/a	$25.3M
Octagon Clo Debt Fund LP	2015	Wound down	Private Equity Fund	n/a	$0

Relationships

Employs (37)

→ Sean GleasonPersonPortfolio Manager
Apr 1, 2020 to presentfactForm ADV, The subject's own site
→ Lauren Kristen LawPersonSenior Portfolio Manager
Jan 1, 2024 to presentfactForm ADV, The subject's own site
→ Michael Bennett NechamkinPersonCio, Sr Portfolio Manager, And Board Member
Dec 1, 2003 to presentfactForm ADV, The subject's own site
→ Gretchen Lam, CFAPersonChief Executive Officer
factThe subject's own site
→ Maegan GallagherPersonHead of Trading and Capital Markets, Head of Strategic Initiatives
factThe subject's own site
→ Sean SullivanPersonHead of Private Credit
factThe subject's own site
→ Geoffrey C DormentPersonGeneral Counsel
May 1, 2017 to presentfactForm ADV
→ Jung Won LeePersonBoard Member
Feb 1, 2016 to presentfactForm ADV
→ Linwood Earle BradfordPersonChairman / Board Member
Feb 1, 2016 to presentfactForm ADV
→ Richard Louis SegaPersonBoard Member
Feb 1, 2016 to presentfactForm ADV
→ Margaret Anne JulianPersonChief Risk Officer, Chief Compliance Officer
Jan 1, 2024 to presentfactForm ADV
→ John Andrew DudzikPersonManaging Director - Business & Product Development
Apr 1, 2011 to presentfactForm ADV
→ Gretchen Mae MohrPersonChief Executive Officer, Board Member
Jan 1, 2024 to presentfactForm ADV
→ Andrew David GordonPersonExecutive Chair, Board Member
Jan 1, 2024 to presentfactForm ADV
→ Douglas John McdermottPersonChief Operating Officer, Head Of Investor Solutions
Jan 1, 2024 to presentfactForm ADV
→ AMY Semiha AdarPersonChief Financial Officer
Jan 1, 2023 to presentfactForm ADV
→ Meryl Deborah HartzbandPersonBoard Member
Oct 1, 2021 to presentfactForm ADV
→ Maegan Gallagher BogerPersonHead Of Trading And Capital Markets, Head Of Strategic Initiatives
Jan 1, 2024 to presentfactForm ADV
→ Gregory Dean BrennemanPersonMember
Oct 1, 2008 to Feb 10, 2016inferenceForm ADV
→ Timothy John WalshPersonBoard Member
Jun 1, 2015 to Feb 10, 2016inferenceForm ADV
→ Jonathan Robert LynchPersonMember
Jan 1, 2006 to Feb 10, 2016inferenceForm ADV
→ Christopher Charles BehrensPersonMember
Jan 1, 2006 to Feb 10, 2016inferenceForm ADV
→ Kevin Gerard ObrienPersonMember
Jan 1, 2010 to Feb 10, 2016inferenceForm ADV
→ Douglas Jon CahillPersonMember
May 1, 2015 to Jul 30, 2015inferenceForm ADV
→ Joseph Michael ScharfenbergerPersonMember
May 1, 2015 to Jul 30, 2015inferenceForm ADV
→ Marc Adam UngerPersonBoard Member
Jul 1, 2008 to Jul 30, 2015inferenceForm ADV
→ Stephen Patrick MurrayPersonManaging Member
Jan 1, 2006 to Feb 23, 2015inferenceForm ADV
→ Ilana Ruth MarcusPersonChief Compliance Officer
Jul 1, 2011 to Jan 30, 2015inferenceForm ADV
→ Todd Wayne ArdenPersonBoard Member, Ceo, Cio Of Octagon Credit Opportunities, Llc (Relying Adviser)
Oct 1, 2012 to Nov 24, 2014inferenceForm ADV
→ James Peter FergusonPersonBoard Member
Dec 1, 1998 to Jun 2, 2014inferenceForm ADV
and 7 more

Manages (6)

→ Octagon Clo Opportunity Fund V Master LPFundPrivate Equity Fund
Mar 22, 2024 to presentfactForm ADV
→ Octagon Clo Debt Fund LPFundPrivate Equity Fund
Mar 30, 2015 to presentfactForm ADV
→ Octagon Clo Debt Fund II LPFundPrivate Equity Fund
Mar 29, 2016 to presentfactForm ADV
→ Octagon Clo Debt Fund II Master LPFundPrivate Equity Fund
Mar 30, 2017 to presentfactForm ADV
→ Octagon Clo Opportunity Fund III Master LPFundPrivate Equity Fund
Mar 29, 2018 to presentfactForm ADV
→ Octagon Clo Opportunity Fund IV Master LPFundPrivate Equity Fund
Mar 22, 2022 to presentfactForm ADV

Owns (5)

← Conning & CompanyFirmMember
Feb 1, 2016 to presentfactForm ADV
← Conning Holdings CorpFirmShareholder
Feb 1, 2016 to presentfactForm ADV
← Conning U.S. Holdings, Inc.FirmShareholder
Feb 1, 2016 to presentfactForm ADV
← Generali Investments Holding S.P.A.FirmShareholder
Apr 1, 2024 to presentfactForm ADV
← Assicurazioni Generali S.P.A.FirmShareholder
Apr 1, 2024 to presentfactForm ADV

Dated events

11 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Jan 1, 2024
Person joined
Douglas John Mcdermott joined Schedule A of Octagon Credit Investors, LLC as Chief Operating Officer, Head Of Investor Solutions
Form ADVobserved 6 days ago
Occurred
Jan 23, 2023
Person left
Thomas Anthony Connors (Cfo, Cao, Member) no longer on Schedule A of Octagon Credit Investors, LLC
Form ADVobserved 6 days ago
Occurred
Jan 23, 2023
Person left
George Duarte (Managing Director - Business Development, Member) no longer on Schedule A of Octagon Credit Investors, LLC
Form ADVobserved 6 days ago
Occurred
Jan 1, 2023
Person joined
AMY Semiha Adar joined Schedule A of Octagon Credit Investors, LLC as Chief Financial Officer
Form ADVobserved 6 days ago
Occurred
Oct 1, 2021
Person joined
Meryl Deborah Hartzband joined Schedule A of Octagon Credit Investors, LLC as Board Member
Form ADVobserved 6 days ago
Occurred
Apr 1, 2020
Person joined
Sean Gleason joined Schedule A of Octagon Credit Investors, LLC as Assistant Portfolio Manager
Form ADVobserved 6 days ago
Occurred
Mar 17, 2020
Person left
Lauren Michelle Basmadjian (Senior Portfolio Manager, Member) no longer on Schedule A of Octagon Credit Investors, LLC
Form ADVobserved 6 days ago
Occurred
Feb 1, 2020
Person joined
Maegan Gallagher Boger joined Schedule A of Octagon Credit Investors, LLC as Head Of Trading And Capital Markets, Member
Form ADVobserved 6 days ago
Occurred
Mar 28, 2019
Person left
Sungho Matthew Lee (Head Of Research, Member) no longer on Schedule A of Octagon Credit Investors, LLC
Form ADVobserved 6 days ago
Occurred
Jan 1, 2018
Person joined
Lauren Kristen Law joined Schedule A of Octagon Credit Investors, LLC as Portfolio Manager, Member
Form ADVobserved 6 days ago
Occurred
Jan 1, 2018
Person joined
Sungho Matthew Lee joined Schedule A of Octagon Credit Investors, LLC as Head Of Research, Member
Form ADVobserved 6 days ago
Occurred
May 1, 2017
Person joined
Geoffrey C Dorment joined Schedule A of Octagon Credit Investors, LLC as General Counsel
Form ADVobserved 6 days ago
Occurred
Feb 10, 2016
Person left
Richard Frank Zannino (Chairman / Board Member) no longer on Schedule A of Octagon Credit Investors, LLC
Form ADVobserved 6 days ago
Occurred
Feb 10, 2016
Person left
Jonathan Robert Lynch (Member) no longer on Schedule A of Octagon Credit Investors, LLC
Form ADVobserved 6 days ago
Occurred
Feb 10, 2016
Person left
Timothy John Walsh (Board Member) no longer on Schedule A of Octagon Credit Investors, LLC
Form ADVobserved 6 days ago
Occurred
Feb 10, 2016
Person left
Kevin Gerard Obrien (Member) no longer on Schedule A of Octagon Credit Investors, LLC
Form ADVobserved 6 days ago
Occurred
Feb 10, 2016
Person left
Christopher Charles Behrens (Member) no longer on Schedule A of Octagon Credit Investors, LLC
Form ADVobserved 6 days ago
Occurred
Feb 10, 2016
Person left
Gregory Dean Brenneman (Member) no longer on Schedule A of Octagon Credit Investors, LLC
Form ADVobserved 6 days ago
Occurred
Feb 1, 2016
Person joined
Linwood Earle Bradford joined Schedule A of Octagon Credit Investors, LLC as Chairman / Board Member
Form ADVobserved 6 days ago
Occurred
Feb 1, 2016
Person joined
Richard Louis Sega joined Schedule A of Octagon Credit Investors, LLC as Board Member
Form ADVobserved 6 days ago
Occurred
Feb 1, 2016
Person joined
Jung Won Lee joined Schedule A of Octagon Credit Investors, LLC as Board Member
Form ADVobserved 6 days ago
Occurred
Jul 30, 2015
Person left
Marc Adam Unger (Board Member) no longer on Schedule A of Octagon Credit Investors, LLC
Form ADVobserved 6 days ago
Occurred
Jul 30, 2015
Person left
Douglas Jon Cahill (Member) no longer on Schedule A of Octagon Credit Investors, LLC
Form ADVobserved 6 days ago
Occurred
Jul 30, 2015
Person left
Joseph Michael Scharfenberger (Member) no longer on Schedule A of Octagon Credit Investors, LLC
Form ADVobserved 6 days ago
Occurred
May 1, 2015
Person joined
Douglas Jon Cahill joined Schedule A of Octagon Credit Investors, LLC as Member
Form ADVobserved 6 days ago
Occurred
May 1, 2015
Person joined
Joseph Michael Scharfenberger joined Schedule A of Octagon Credit Investors, LLC as Member
Form ADVobserved 6 days ago
Occurred
Feb 23, 2015
Person left
Stephen Patrick Murray (Managing Member) no longer on Schedule A of Octagon Credit Investors, LLC
Form ADVobserved 6 days ago
Occurred
Jan 30, 2015
Person left
Ilana Ruth Marcus (Chief Compliance Officer) no longer on Schedule A of Octagon Credit Investors, LLC
Form ADVobserved 6 days ago
Occurred
Jan 1, 2015
Person joined
Margaret Anne Julian joined Schedule A of Octagon Credit Investors, LLC as Chief Compliance Officer
Form ADVobserved 6 days ago

Show 11 bookkeeping events

Occurred
Mar 30, 2026
Octagon Credit Investors, LLC: Private Equity Funds on Form ADV 2 (2024 extract) -> 1 (roster 2026-09-01)
Occurred
Mar 22, 2024
Octagon Clo Opportunity Fund V Master LP first reported on Form ADV by Octagon Credit Investors, LLC (Private Equity Fund), GAV $32,650,000
Occurred
Mar 22, 2022
Octagon Clo Opportunity Fund IV Master LP first reported on Form ADV by Octagon Credit Investors, LLC (Private Equity Fund), GAV $78,150,000
Occurred
Mar 22, 2022
Fund 805-3956675939 no longer reported on Form ADV by Octagon Credit Investors, LLC
Occurred
Mar 28, 2019
Fund 805-2700553690 no longer reported on Form ADV by Octagon Credit Investors, LLC
Occurred
Mar 28, 2019
Fund 805-5970607291 no longer reported on Form ADV by Octagon Credit Investors, LLC
Occurred
Mar 29, 2018
Octagon Clo Opportunity Fund III Master LP first reported on Form ADV by Octagon Credit Investors, LLC (Private Equity Fund), GAV $105,350,000
Occurred
Mar 30, 2017
Fund 805-8467342409 no longer reported on Form ADV by Octagon Credit Investors, LLC
Occurred
Mar 30, 2017
Octagon Clo Debt Fund II Master LP first reported on Form ADV by Octagon Credit Investors, LLC (Private Equity Fund), GAV $80,583,611
Occurred
Mar 29, 2016
Octagon Clo Debt Fund II LP first reported on Form ADV by Octagon Credit Investors, LLC (Private Equity Fund), GAV $25,300,000
Occurred
Mar 30, 2015
Octagon Clo Debt Fund LP first reported on Form ADV by Octagon Credit Investors, LLC (Private Equity Fund), GAV $35,500,000

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (Form ADV), 1 office address (Form ADV), 1 website (Form ADV), 1 work email (firm website) · as of 2026-09-17

Also named here, with no published line of their own (reach them through the firm): Sean Gleason (Portfolio Manager), Lauren Kristen Law (Senior Portfolio Manager), Michael Bennett Nechamkin (Cio, Sr Portfolio Manager, And Board Member), Gretchen Lam, CFA (Chief Executive Officer), Maegan Gallagher (Head of Trading and Capital Markets, Head of Strategic Initiatives), Sean Sullivan (Head of Private Credit), Geoffrey C Dorment (General Counsel), Jung Won Lee (Board Member), Linwood Earle Bradford (Chairman / Board Member), Richard Louis Sega (Board Member), Margaret Anne Julian (Chief Risk Officer, Chief Compliance Officer), John Andrew Dudzik (Managing Director - Business & Product Development).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Private Equity
Canonical id: dfx:pe:9428c3ad-0717-4ddf-bba4-75d75f0c87ad
First observed: Sep 13, 2026
Last observed: Sep 17, 2026 2 days ago
Source families: Federal regulator filings, Firm and issuer disclosures
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Octagon Credit Investors, LLC

Private Equity

New York, NY

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:9428c3ad-0717-4ddf-bba4-75d75f0c87ad

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 20, 2026, 5:46 AM UTC and rebuilt at most every 15 minutes.

Fund

Vintage

Lifecycle

ADV type

Form D sold

GAV

LPs

Octagon Clo Opportunity Fund V Master LP

2024

Unknown

Private Equity Fund

n/a

$32.6M

Octagon Clo Opportunity Fund IV Master LP

2022

Early deployment

Private Equity Fund

n/a

$105M

Octagon Clo Opportunity Fund III Master LP

2018

Wound down

Private Equity Fund

n/a

$181M

Octagon Clo Debt Fund II Master LP

2017

Wound down

Private Equity Fund

n/a

Octagon Clo Debt Fund II LP

2016

Wound down

Private Equity Fund

n/a

$25.3M

Octagon Clo Debt Fund LP

2015

Wound down

Private Equity Fund

n/a