37
Octagon Partners CLO Opportunity Fund, Ltd. updates its Form D — $432.8M sold
Fund raise update · Hedge fund · Open-ended · Offering Indefinite · Sold $432.8M · Grand Cayman, Cayman Islands · filed 2025-04-08
3(c)(7) — qualified purchasers
52
Octagon Partners CLO Opportunity Fund, Ltd. updates its Form D — $488.5M sold
Fund raise update · Hedge fund · Open-ended · Grand Cayman, Cayman Islands · Form D/A filed 2026-04-08 · all Octagon vehicles
$100M+ sold3(c)(7) — qualified purchasersCapital closing now
How this compares
- Across 174 hedge fund sponsors with more than one launch on EDGAR, the median gap between consecutive funds is 7 months.
- This is the sponsor's 2nd fund launch on EDGAR; the previous one, Octagon DC Holdings, LP, was filed 7 months earlier.
Computed from every Form D fund launch on EDGAR since late 2024, not sampled. Amounts are the stated offering size; indefinite offerings are excluded.
Raise progress
Sold rose from $432.8M to $488.5M (+$55.7M, +8 investors) in 365 days since the previous filing.
| Filed | Form | Sold | Investors | Change |
|---|---|---|---|---|
| 2025-04-08 | D/A | $432.8M | 67 | |
| 2026-04-08 | D/A | $488.5M | 75 | +$55.7M |
Amount sold and investor count as restated on each of the issuer's Form D filings. A rise since the previous filing is capital closed in between.
Octagon on EDGAR
Earlier and related filings by the same issuer and sponsor. All Octagon vehicles →
27
Octagon Partners CLO Opportunity Fund, LLC updates its Form D — $61.8M sold
Fund raise update · Hedge fund · Open-ended · Offering Indefinite · Sold $61.8M · NEW YORK, NY · filed 2026-04-08
Sold rose to $NaN (+$1.8M, +2 investors) in 365 days since the previous filing.
3(c)(7) — qualified purchasers
37
Octagon Investments Offshore Fund Ltd. updates its Form D — $709.3M sold
Fund raise update · Hedge fund · Open-ended · Offering Indefinite · Sold $709.3M · NEW YORK, NY · filed 2025-12-05
Sold rose to $NaN (+$7.7M, +7 investors) in 364 days since the previous filing.
3(c)(7) — qualified purchasers
37
Octagon Investments Fund LP updates its Form D — $380.1M sold
Fund raise update · Hedge fund · Open-ended · Offering Indefinite · Sold $380.1M · NEW YORK, NY · filed 2025-12-05
Sold rose to $NaN (+$5M, +4 investors) in 364 days since the previous filing.
3(c)(7) — qualified purchasers
82
Octagon DC Holdings, LP files an open-ended private equity / buyout fund
New fund · Private equity / buyout · Pre-first close · Offering Indefinite · SAN FRANCISCO, CA · filed 2025-08-25
3(c)(7) — qualified purchasersPre-first closeFirst filing by this entity
27
Octagon Partners CLO Opportunity Fund, LLC updates its Form D — $60.1M sold
Fund raise update · Hedge fund · Open-ended · Offering Indefinite · Sold $60.1M · NEW YORK, NY · filed 2025-04-08
3(c)(7) — qualified purchasers
37
Octagon Investments Offshore Fund Ltd. updates its Form D — $701.5M sold
Fund raise update · Hedge fund · Open-ended · Offering Indefinite · Sold $701.5M · NEW YORK, NY · filed 2024-12-06
3(c)(7) — qualified purchasers
37
Octagon Investments Fund LP updates its Form D — $375.1M sold
Fund raise update · Hedge fund · Open-ended · Offering Indefinite · Sold $375.1M · NEW YORK, NY · filed 2024-12-06
3(c)(7) — qualified purchasers
Registered adviser
name match- Registration
- SEC-registered adviser · since 2011-01-03
- Regulatory AUM
- $35.1B
- Employees
- 100
- Private funds on Form ADV
- Yes
- Office
- New York, NY
Website and main-office phone from Form ADV. Subscribe to unlock
Incumbent service providers
Schedule D for this adviser has not been read yet; it is queued.
Other Form D filings by this adviser
12 other filings on EDGAR under this adviser, with size, strategy and date. Subscribe to unlock
People on the filing
| William S. Shaw | Director |
| Gretchen M. Lam | Executive Officer |
| - Octagon Credit Investors, LLC | Promoter |
| Amy S. Adar | Executive Officer |
| Michael B. Nechamkin | Executive Officer |
Signed by Cheryl Zabala, CCO.
Placement agents / sales compensation: Conning Investment Products, Inc.
Why now — by persona
Relevant to: Fund audit & tax, Fund administrator, Placement agent / capital introduction, Custodian / prime broker.
Filing contact
The issuer's phone number and address from the filing are shown to subscribers. See plans.