Octavia Investments LLC
1 contactsoctaviainvestments.com
Octavia Investments LLC is a registered investment adviser in Las Vegas, Nevada. Its clients include individuals, high-net-worth clients, trusts, family offices and corporations. Portfolios are built and managed in U.S. and international equities and fixed income, using index and active strategies that include exchange-traded funds and other securities. The latest Form ADV reports approximately $327 million in regulatory assets under management. Octavia delivers financial planning and portfolio management through client accounts. For real estate sponsors, it is better described as a securities-focused adviser than as a dedicated property-level limited partner, since its stated approach centers on tailoring portfolios to clients' financial plans.
| Investor | Type | Based in | Focus | AUM | Contacts |
|---|---|---|---|---|---|
| SEI Investments | Fund of Funds | Oaks | Multifamily · Industrial | $1.5T | 4 |
| Blackstone Group - Fund of Funds and Secondary | Fund of Funds | New York | Multifamily · Industrial · Core | $1.1T | 16 |
| New York Life Investment Management | Asset Manager | New York | Multifamily · Industrial · Co-investment | $740B | 5 |
| Brookfield Asset Management | Asset Manager | Toronto, Canada | Multifamily · Industrial · Opportunistic · Joint venture | $690B | 12 |
| KKR | Asset Manager | New York | Multifamily · Industrial · Core · Co-investment | $553B | 11 |
| Ares Management | Asset Manager | Los Angeles | Multifamily · Industrial · Core | $546B | 16 |
Filter the full list by property type, strategy, market and deal format.
