Octagon Credit Investors, LLC
New York, NY·SEC-registered · CRD #155336
Octagon Credit Investors, LLC is an SEC-registered investment advisory firm in New York, NY managing $35B across 132 client accounts, with 43 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$35B
Client accounts
132
Advisory staff
43
Fee model
Fee-only
How Octagon Credit Investors, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Octagon Credit Investors, LLC
How much does Octagon Credit Investors, LLC manage?
Per its most recent SEC Form ADV filing (03/30/2026), Octagon Credit Investors, LLC reports $35B in regulatory assets under management across roughly 132 client accounts.
How does Octagon Credit Investors, LLC charge?
Octagon Credit Investors, LLC is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Octagon Credit Investors, LLC a fiduciary?
Yes. Octagon Credit Investors, LLC is registered with the U.S. Securities and Exchange Commission (CRD #155336), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Octagon Credit Investors, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Octagon Credit Investors, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Octagon Credit Investors, LLC's public SEC Form ADV filing (CRD #155336, filed 03/30/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Octagon Credit Investors, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Octagon Credit Investors, LLC? Claim this profile.