Data / Investment advisers / New York / Octagon Credit Investors, LLC
Octagon Credit Investors, LLC, New York, NY: $35.1 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Octagon Credit Investors, LLC is an SEC registered investment adviser with its main office in New York, New York and reports $35.1 billion in regulatory assets under management in its Form ADV filed March 30, 2026. Its clients include pooled investment vehicles, insurance companies and pension and profit sharing plans. It is paid through a percentage of assets under management and performance based fees. It advises 59 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 155336
- SEC file number
- 801-71998
- SEC status
- Approved, effective January 3, 2011
- Main office
- 250 Park Avenue 15th Floor, New York, NY 10177
- Phone
- (212) 400-8400
- Website
- octagoncredit.com
- Regulatory AUM
- $35,050,029,659 in the Form ADV filed March 30, 2026
- Discretionary AUM
- $35,050,029,659
- Accounts
- 132
- Employees
- 100, of which 43 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 59: 50 securitized asset funds, 6 other private funds, 2 hedge funds, 1 private equity fund
- Gross assets of private funds
- $27,815,359,477
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 30, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 81 | $30.90 billion |
| Insurance companies | 45 | $1.77 billion |
| Pension and profit sharing plans | Fewer than 5 | $1.60 billion |
| Investment companies | 2 | $728.9 million |
| Corporations or other businesses | Fewer than 5 | $48.5 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $35.05 billion | March 30, 2026 |
| December 1, 2025 | $34.27 billion | November 18, 2025 |
Other advisers in New York
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Select Equity Group, L.P. | New York | $36.38 billion | 35 | adviserinfo.sec.gov |
| Stone Ridge Asset Management LLC | New York | $36.34 billion | 19 | adviserinfo.sec.gov |
| Eagle Capital Management LLC | New York | $35.80 billion | 1 | adviserinfo.sec.gov |
| Blackstone Credit Systematic Strategies LLC | New York | $35.71 billion | 1 | adviserinfo.sec.gov |
| Aksia LLC | New York | $35.20 billion | 21 | adviserinfo.sec.gov |
| Schroders Capital Management (US) LLC | New York | $34.59 billion | 67 | adviserinfo.sec.gov |
| King Street Capital Management, L.P. | New York | $34.57 billion | 63 | adviserinfo.sec.gov |
| Brevan Howard US Investment Management LP | New York | $34.39 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New York, NY
- Investment advisers in New York
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers serving insurance companies
- Advisers that manage private funds
- Octagon Credit Investors, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.