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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

OCTAGON CAPITAL ADVISORS LP

CRD 306424

NEW YORK, NY

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Search this name across graphsid dfx:ria:85036b6d-6ae8-a06a-d042-0e15fa9b4eaa

Data as of Mar 20, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 10:07 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 4
On other graphs: 3
Observed: Mar 27, 2020 to Mar 20, 2026
8 observations

Across DFX

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

Venture Capitalidentity

Octagon Capital Advisors LP

Venture manager · shared crd

Independent Sponsorsidentity

Octagon Capital Advisors LP

Capital provider to sponsors · shared crd

Private Equityidentity

Octagon Capital Advisors LP

Private equity manager · shared crd

Facts

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

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.2BItem 5.F on the latest filing (2026-03-20); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.2B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 10
Advisory employees: 7
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 8
Private funds: 4Schedule D 7.B(1)
Custody, client assets: $1.2B
SEC number: 801-118554
CRD: 306424
Filings on the tape: 8
First filed: Mar 27, 2020
Latest filed: Mar 20, 2026
Organised: Limited Partnership, DE
Website: octagoninvestments.com

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
OCTAGON INVESTMENTS MASTER FUND LP	Hedge Fund	$834M	Mar 21, 2024	132	Nov 8, 2019	reported	021-355447
OCTAGON PRIVATE OPPORTUNITIES FUND LP	Private Equity Fund	$101M	Mar 21, 2024	26	Mar 18, 2021	reported	021-385504
OCTAGON SPECIAL OPPORTUNITIES FUND LP	Private Equity Fund	$16.7M	Mar 21, 2024	6	Mar 21, 2022	reported	021-385504

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
HIRSCH, JUSTIN, M	CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER	Na	yes	11/2019	Mar 27, 2020	Mar 21, 2024
JIA, TING, (NMN)	MANAGING MEMBER	E	yes	11/2019	Mar 27, 2020	Mar 21, 2024
JIA, TING, (NMN)	FOUNDER, PORTFOLIO MANAGER, AND LIMITED PARTNER	E	yes	11/2019	Mar 27, 2020	Mar 21, 2024
OCTAGON CAPITAL ADVISORS, LLC	GENERAL PARTNER	Na	yes	11/2019	Mar 18, 2021	Mar 21, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
OCTAGON INVESTMENTS GP, LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 20, 2026	$1.2B	$1.2B	10	7	4	n/a
2024	Mar 17, 2025	$920M	$920M	10	7	4	n/a
2023	Mar 21, 2024	$952M	$952M	9	7	3	$952M
2022	Mar 20, 2023	$1.1B	$1.1B	9	6	3	$1.1B
2021	Mar 21, 2022	$1.1B	$1.1B	8	5	3	$1.1B
2020	Mar 18, 2021	$478M	$478M	6	6	2	$478M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.2B	$920M	27.8%	$1.1B	3.0%	10	10	0	0

Relationships

Advises (3)

→ OCTAGON SPECIAL OPPORTUNITIES FUND LPPrivate fundPrivate Equity Fund, IA
Mar 21, 2022 to presentfactForm ADV
→ OCTAGON PRIVATE OPPORTUNITIES FUND LPPrivate fundPrivate Equity Fund, IA
Mar 18, 2021 to presentfactForm ADV
→ OCTAGON INVESTMENTS MASTER FUND LPPrivate fundHedge Fund, IA
Nov 8, 2019 to presentfactForm ADV

Controls (3)

← HIRSCH, JUSTIN, MOwnerCHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER, ownership code NA, individual
Mar 27, 2020 to Mar 21, 2024factForm ADV
← JIA, TING, (NMN)OwnerMANAGING MEMBER, ownership code E, individual
Mar 27, 2020 to Mar 21, 2024factForm ADV
← OCTAGON CAPITAL ADVISORS, LLCOwnerGENERAL PARTNER, ownership code NA, domestic entity
Mar 18, 2021 to Mar 21, 2024factForm ADV

Dated events

Occurred
Mar 20, 2026
Regulatory AUM changed
Octagon Capital Advisors Lp reported RAUM $1.2B, up 28% from $919.8M (2025-03-17 to 2026-03-20)
Form ADVobserved 3 days ago
$255M
Occurred
Mar 21, 2022
Regulatory AUM changed
Octagon Capital Advisors Lp reported RAUM $1.1B, up 134% from $478.1M (2021-03-31 to 2022-03-21)
Form ADVobserved 3 days ago
$638M
Occurred
Mar 18, 2021
Regulatory AUM changed
Octagon Capital Advisors Lp reported RAUM $478.1M, up 185% from $167.8M (2020-03-27 to 2021-03-18)
Form ADVobserved 3 days ago
$310M
Occurred
Mar 27, 2020
First Form ADV filing
Octagon Capital Advisors Lp filed its initial SEC registration (Form ADV)
Form ADVobserved 3 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:85036b6d-6ae8-a06a-d042-0e15fa9b4eaa
First observed: Mar 27, 2020
Last observed: Mar 20, 2026 6 months ago
Source families: Federal regulator filings
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 CAPITAL ADVISORS LP

CRD 306424

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:85036b6d-6ae8-a06a-d042-0e15fa9b4eaa

Data as of Mar 20, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 10:07 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

OCTAGON INVESTMENTS MASTER FUND LP

Hedge Fund

$834M

Mar 21, 2024

132

Nov 8, 2019

reported

021-355447

OCTAGON PRIVATE OPPORTUNITIES FUND LP

Private Equity Fund

$101M

Mar 21, 2024

Mar 18, 2021

reported

021-385504

OCTAGON SPECIAL OPPORTUNITIES FUND LP

Private Equity Fund

$16.7M

Mar 21, 2024

Mar 21, 2022

reported

021-385504

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HIRSCH, JUSTIN, M

CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER

yes

11/2019

Mar 27, 2020

Mar 21, 2024

JIA, TING, (NMN)

MANAGING MEMBER

yes

11/2019

Mar 27, 2020

Mar 21, 2024

JIA, TING, (NMN)

FOUNDER, PORTFOLIO MANAGER, AND LIMITED PARTNER

yes

11/2019

Mar 27, 2020

Mar 21, 2024

OCTAGON CAPITAL ADVISORS, LLC

GENERAL PARTNER

yes

11/2019

Mar 18, 2021

Mar 21, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

OCTAGON INVESTMENTS GP, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 20, 2026

$1.2B

n/a

2024

Mar 17, 2025

$920M

n/a

2023

Mar 21, 2024

$952M

2022

Mar 20, 2023

$1.1B

2021

Mar 21, 2022

$1.1B

2020

Mar 18, 2021

$478M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.2B

$920M

27.8%

$1.1B

3.0%