DFX Intelligence

Data Factory

RIA / WealthRegistered adviserother adviserSEC registeredRAUM 100m 1b

OCTOGONE NA

OCTOGONE NA, LLC, CRD 322478

MIAMI, FL

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:b47b0c92-5812-5b9f-bac0-ec3cb113ad98

Data as of Sep 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:31 AM UTC and rebuilt at most every 15 minutes.

Relationships: 26
Dated events: 7
On other graphs: 1
Observed: Jul 22, 2022 to Sep 11, 2026
17 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand; an owner is a different entity, resolved from Schedule A/B

Real Estate Fundsidentity

Octogone Na

Real estate fund manager · shared crd

Private Equityowner

Cd&r Ferdinand Co-Investor, L.P.

owned by this fund per Schedule A/B (the fund is on its sponsor's Form ADV) · confidence 90% · family precision 100%

Private Equityowner

Clayton, Dubilier & Rice Fund Xii, L.P.

owned by this fund per Schedule A/B (the fund is on its sponsor's Form ADV) · confidence 90% · family precision 100%

Facts

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

Firm class: other adviserderivedprivate_client_share=0.14 fund_share=0.1 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $470MItem 5.F on the latest filing (2026-09-11); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $239M
Private client RAUM: $66.4MderivedItem 5.D individuals plus high net worth individuals
Private client share: 14%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $470Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 6
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 97
Individual clients: 21
High net worth clients: 15
Custody, client assets: $45.0M
SEC number: 801-126432
CRD: 322478
Filings on the tape: 17
First filed: Jul 22, 2022
Latest filed: Sep 11, 2026
Organised: Limited Liability Company, DE
Website: octogone.ch

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
HUNTER ARON SABETY	n/a	MIAMI, FL	4	11	3	no

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
DELPHI ARBITRAGE FUND, LTD	Hedge Fund	$23.7M	Nov 13, 2024	60	Jul 8, 2021	reported	n/a
OCTOGONE BRICKELL OPPORTUNITY FUND LP	Real Estate Fund	$16.3M	Nov 13, 2024	6	Mar 21, 2024	reported	n/a
OCTOGONE BRICKELL OPPORTUNITY BLOCKER LLC	Real Estate Fund	$14.0M	Nov 13, 2024	2	Mar 21, 2024	reported	n/a
DELPHI GLOBAL LIMITED	Hedge Fund	$12.3M	Nov 13, 2024	38	Jul 8, 2021	reported	n/a
BRICKELL OPPORTUNITY FUND INTERNATIONAL LTD	Real Estate Fund	$10.8M	Nov 13, 2024	17	Mar 21, 2024	reported	n/a
THE PRS NEWPORT FUND	Hedge Fund	$4.7M	Nov 13, 2024	1	Mar 30, 2012	reported	n/a
OCTOGONE PARTNERS FUND LP	Hedge Fund	$4.0M	Nov 13, 2024	7	Jun 15, 2020	reported	021-365361
CRESTHILL HOLDINGS FUND INC.	Hedge Fund	$3.7M	Nov 13, 2024	1	Mar 30, 2012	reported	n/a
OCTOGONE REAL ESTATE FUND I LLC	Real Estate Fund	$3.6M	Nov 13, 2024	6	Jun 15, 2020	reported	021-365364
OCTOGONE PARTNERS FUND INTERNATIONAL LTD	Hedge Fund	$924,317	Nov 13, 2024	4	Jun 15, 2020	reported	n/a

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
CD&R FERDINAND CO-INVESTOR, L.P.	Partner	C	yes	08/2023	Sep 22, 2023	Nov 13, 2024
CD&R FERDINAND HOLDINGS, L.P.	Partner	D	yes	08/2023	Sep 22, 2023	Nov 13, 2024
CLAYTON, DUBILIER & RICE FUND XII, L.P.	Partner	D	yes	08/2023	Sep 22, 2023	Nov 13, 2024
FERDINAND FFP ACQUISITION, LLC	SHAREHOLDER, CLASS A COMMON STOCK	E	yes	08/2023	Sep 22, 2023	Nov 13, 2024
FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	Member	E	yes	08/2023	Sep 22, 2023	Nov 13, 2024
FERDINAND FFP PARENT, INC.	Member	E	yes	08/2023	Sep 22, 2023	Nov 13, 2024
FERDINAND FFP ULTIMATE HOLDINGS, LP	Shareholder	E	yes	08/2023	Sep 22, 2023	Nov 13, 2024
FERDINAND FFP ULTIMATE HOLDINGS, LP	SHAREHOLDER, CLASS B COMMON STOCK	E	yes	08/2023	Sep 22, 2023	Nov 13, 2024
FOCUS FINANCIAL PARTNERS INC.	MANAGING MEMBER	E	yes	07/2018	Jul 22, 2022	Nov 13, 2024
FOCUS FINANCIAL PARTNERS, LLC	Member	E	yes	01/2007	Jul 22, 2022	Nov 13, 2024
FOCUS OPERATING, LLC	MEMBER (MANAGER)	E	yes	07/2022	Jul 22, 2022	Nov 13, 2024
GIRALDO, JAMES, NMN	CHIEF COMPLIANCE OFFICER	Na	yes	08/2024	Mar 21, 2024	Nov 13, 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
OCTOGONE BRICKELL OPPORTUNITY MANAGER LLC	n/a	n/a	n/a	Y	no	n/a
OCTOGONE FUND MANAGEMENT, LTD.	n/a	n/a	n/a	N	yes	n/a
OCTOGONE GESTION SARL	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; showing 4 of 5

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 27, 2026	$470M	$239M	6	3	0	6	n/a
2024	Mar 28, 2025	$371M	$202M	6	3	0	6	n/a
2023	Mar 21, 2024	$379M	$204M	9	7	0	10	$93.8M
2022	Mar 30, 2023	$289M	$176M	11	9	1	7	$59.2M

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	1

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	$470M	$371M	26.5%	$289M	17.6%	6	6	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
OCTOGONE NA	2	Aug 30, 2022	Sep 20, 2022	MIAMI, FL	Channel change	Other	66.7%

Relationships

Affiliated with (1)

← SCS CAPITAL MANAGEMENT LLCRegistered adviserother investment adviser, common control
factForm ADV

Advises (10)

→ CRESTHILL HOLDINGS FUND INC.Private fundHedge Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ BRICKELL OPPORTUNITY FUND INTERNATIONAL LTDPrivate fundReal Estate Fund, IA
Mar 21, 2024 to presentfactForm ADV
→ OCTOGONE PARTNERS FUND INTERNATIONAL LTDPrivate fundHedge Fund, IA
Jun 15, 2020 to presentfactForm ADV
→ OCTOGONE PARTNERS FUND LPPrivate fundHedge Fund, IA
Jun 15, 2020 to presentfactForm ADV
→ OCTOGONE BRICKELL OPPORTUNITY BLOCKER LLCPrivate fundReal Estate Fund, IA
Mar 21, 2024 to presentfactForm ADV
→ OCTOGONE REAL ESTATE FUND I LLCPrivate fundReal Estate Fund, IA
Jun 15, 2020 to presentfactForm ADV
→ OCTOGONE BRICKELL OPPORTUNITY FUND LPPrivate fundReal Estate Fund, IA
Mar 21, 2024 to presentfactForm ADV
→ THE PRS NEWPORT FUNDPrivate fundHedge Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ DELPHI ARBITRAGE FUND, LTDPrivate fundHedge Fund, IA
Jul 8, 2021 to presentfactForm ADV
→ DELPHI GLOBAL LIMITEDPrivate fundHedge Fund, IA
Jul 8, 2021 to presentfactForm ADV

Registered with (2)

← HUNTER ARON SABETYAdvisorregistration: current employment
Sep 20, 2022 to presentfactForm ADV
← ANITA BUSTOSAdvisorregistration: previous registration
Sep 20, 2022 to Oct 14, 2024factForm ADV

Controls (10)

← GIRALDO, JAMES, NMNOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 21, 2024 to Nov 13, 2024factForm ADV
← CD&R FERDINAND CO-INVESTOR, L.P.OwnerPARTNER, ownership code C, foreign entity
Sep 22, 2023 to Nov 13, 2024factForm ADV
← CD&R FERDINAND HOLDINGS, L.P.OwnerPARTNER, ownership code D, domestic entity
Sep 22, 2023 to Nov 13, 2024factForm ADV
← CLAYTON, DUBILIER & RICE FUND XII, L.P.OwnerPARTNER, ownership code D, foreign entity
Sep 22, 2023 to Nov 13, 2024factForm ADV
← FERDINAND FFP ACQUISITION, LLCOwnerSHAREHOLDER, CLASS A COMMON STOCK, ownership code E, domestic entity
Sep 22, 2023 to Nov 13, 2024factForm ADV
← FERDINAND FFP INTERMEDIATE HOLDINGS, LLCOwnerMEMBER, ownership code E, domestic entity
Sep 22, 2023 to Nov 13, 2024factForm ADV
← FERDINAND FFP PARENT, INC.OwnerMEMBER, ownership code E, domestic entity
Sep 22, 2023 to Nov 13, 2024factForm ADV
← FERDINAND FFP ULTIMATE HOLDINGS, LPOwnerSHAREHOLDER, ownership code E, domestic entity
Sep 22, 2023 to Nov 13, 2024factForm ADV
← FOCUS FINANCIAL PARTNERS INC.OwnerMANAGING MEMBER, ownership code E, domestic entity
Jul 22, 2022 to Nov 13, 2024factForm ADV
← FOCUS OPERATING, LLCOwnerMEMBER (MANAGER), ownership code E, domestic entity
Jul 22, 2022 to Nov 13, 2024factForm ADV

Moved with (1)

← OCTOGONE NARegistered adviser2 advisors, team lift out, same day
Aug 30, 2022 to Sep 20, 2022factForm ADV

Dated events

Occurred
Dec 23, 2025
Regulatory AUM changed
Octogone Na reported RAUM $497.8M, up 34% from $371.4M (2025-05-12 to 2025-12-23)
Form ADVobserved 6 days ago
$126M
Occurred
Oct 14, 2024
Advisor changed firm
Anita Bustos left Octogone Na for Oac Capital Advisors Llc (registered 2025-03-19)
Form ADVobserved 6 days ago
Occurred
Aug 14, 2024
Control person left
Marie Gabriela Gomez (Chief Compliance Officer) no longer on Schedule A of Octogone Na (listed 2024-07-02, absent 2024-08-14)
Form ADVobserved 6 days ago
Occurred
Mar 21, 2024
Control person left
Michelsen Christian Herman (Chief Executive Officer) no longer on Schedule A of Octogone Na (listed 2023-09-26, absent 2024-03-21)
Form ADVobserved 6 days ago
Occurred
Mar 21, 2024
Control person joined
James Giraldo (Chief Executive Officer) appeared on Schedule A of Octogone Na
Form ADVobserved 6 days ago
Occurred
Jul 22, 2022
Succession filed (Item 4)
Octogone Na reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 6 days ago
Occurred
Jul 22, 2022
First Form ADV filing
Octogone Na filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b47b0c92-5812-5b9f-bac0-ec3cb113ad98
First observed: Jul 22, 2022
Last observed: Sep 11, 2026 10 days 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.

OCTOGONE NA

OCTOGONE NA, LLC, CRD 322478

MIAMI, FL

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:b47b0c92-5812-5b9f-bac0-ec3cb113ad98

Data as of Sep 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:31 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

HUNTER ARON SABETY

n/a

MIAMI, FL

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

DELPHI ARBITRAGE FUND, LTD

Hedge Fund

$23.7M

Nov 13, 2024

Jul 8, 2021

reported

n/a

OCTOGONE BRICKELL OPPORTUNITY FUND LP

Real Estate Fund

$16.3M

Nov 13, 2024

Mar 21, 2024

reported

n/a

OCTOGONE BRICKELL OPPORTUNITY BLOCKER LLC

Real Estate Fund

$14.0M

Nov 13, 2024

Mar 21, 2024

reported

n/a

DELPHI GLOBAL LIMITED

Hedge Fund

$12.3M

Nov 13, 2024

Jul 8, 2021

reported

n/a

BRICKELL OPPORTUNITY FUND INTERNATIONAL LTD

Real Estate Fund

$10.8M

Nov 13, 2024

Mar 21, 2024

reported

n/a

THE PRS NEWPORT FUND

Hedge Fund

$4.7M

Nov 13, 2024

Mar 30, 2012

reported

n/a

OCTOGONE PARTNERS FUND LP

Hedge Fund

$4.0M

Nov 13, 2024

Jun 15, 2020

reported

021-365361

CRESTHILL HOLDINGS FUND INC.

Hedge Fund

$3.7M

Nov 13, 2024

Mar 30, 2012

reported

n/a

OCTOGONE REAL ESTATE FUND I LLC

Real Estate Fund

$3.6M

Nov 13, 2024

Jun 15, 2020

reported

021-365364

OCTOGONE PARTNERS FUND INTERNATIONAL LTD

Hedge Fund

$924,317

Nov 13, 2024

Jun 15, 2020

reported

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CD&R FERDINAND CO-INVESTOR, L.P.

Partner

yes

08/2023

Sep 22, 2023

Nov 13, 2024

CD&R FERDINAND HOLDINGS, L.P.

Partner

yes

08/2023

Sep 22, 2023

Nov 13, 2024

CLAYTON, DUBILIER & RICE FUND XII, L.P.

Partner

yes

08/2023

Sep 22, 2023

Nov 13, 2024

FERDINAND FFP ACQUISITION, LLC

SHAREHOLDER, CLASS A COMMON STOCK

yes

08/2023

Sep 22, 2023

Nov 13, 2024

FERDINAND FFP INTERMEDIATE HOLDINGS, LLC

Member

yes

08/2023

Sep 22, 2023

Nov 13, 2024

FERDINAND FFP PARENT, INC.

Member

yes

08/2023

Sep 22, 2023

Nov 13, 2024

FERDINAND FFP ULTIMATE HOLDINGS, LP

Shareholder

yes

08/2023

Sep 22, 2023

Nov 13, 2024

FERDINAND FFP ULTIMATE HOLDINGS, LP

SHAREHOLDER, CLASS B COMMON STOCK

yes

08/2023

Sep 22, 2023

Nov 13, 2024

FOCUS FINANCIAL PARTNERS INC.

MANAGING MEMBER

yes

07/2018

Jul 22, 2022

Nov 13, 2024

FOCUS FINANCIAL PARTNERS, LLC

Member

yes

01/2007

Jul 22, 2022

Nov 13, 2024

FOCUS OPERATING, LLC

MEMBER (MANAGER)

yes

07/2022

Jul 22, 2022

Nov 13, 2024

GIRALDO, JAMES, NMN

CHIEF COMPLIANCE OFFICER

yes

08/2024

Mar 21, 2024

Nov 13, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

OCTOGONE BRICKELL OPPORTUNITY MANAGER LLC

n/a

OCTOGONE FUND MANAGEMENT, LTD.

n/a

yes

n/a

OCTOGONE GESTION SARL

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 27, 2026

$470M

$239M

n/a

2024

Mar 28, 2025

$371M

$202M

n/a

2023

Mar 21, 2024

$379M

$204M

$93.8M

2022

Mar 30, 2023

$289M

$176M

$59.2M

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$470M

$371M

26.5%

$289M

17.6%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

OCTOGONE NA

Aug 30, 2022

Sep 20, 2022

MIAMI, FL

Channel change

Other

66.7%