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OCTAVIA INVESTMENTS LLC
CRD 167721 · SEC 801-128303
CA, United States
Phone
775-241-8140
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$327.0M
Discretionary AUM
$324.3M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-05
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 11 | $3.4M |
| High net worth individuals | 60 | $281.2M |
| Corporations/business entities | 2 | $42.4M |
States served
CA, NV, TX
All web addresses on file
Official SEC filing: View on IAPD