Octagon Investments Offshore Fund Ltd.
Octagon Investments Offshore Fund Ltd. is a hedge fund based in New York, New York. According to its most recent Form D, filed Dec 5, 2025, the fund has sold $709,250,000 of interests to 57 investors since its first sale in Dec 2019. The minimum investment it accepts from an outside investor is $100,000. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Jonathan Morgan; Octagon Capital Advisors LP; Ting Jia.
Performance
No verified returns have been reported for this fund. As a rough guide, Octagon Capital Advisors LP, which manages it, disclosed U.S. stock holdings that returned an estimated +43.5% 2026 YTD through Jun 30 (S&P 500: +9.5%), based only on its public 13F filings. Over a longer period, Q3 2024 to Q2 2026, the estimate is +180.1% (S&P 500: +37.2%).
This estimate covers the firm's whole disclosed long U.S. stock portfolio. It is not this fund's return and excludes dividends, fees, shorts, derivatives, bonds, cash and trading within each quarter.
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- Total raised
- $709,250,000Cumulative sales reported on Form D
- Investors
- 57
- First sale
- Dec 2, 2019
- Minimum investment
- $100,000
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Jonathan Morgan; Octagon Capital Advisors LP; Ting Jia
- Latest Form D
- Dec 5, 2025
From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about Octagon Investments Offshore Fund Ltd.
What is the minimum investment for Octagon Investments Offshore Fund Ltd.?
According to its latest Form D, filed Dec 5, 2025, the minimum investment Octagon Investments Offshore Fund Ltd. accepts from an outside investor is $100,000.
Who can invest in Octagon Investments Offshore Fund Ltd.?
Octagon Investments Offshore Fund Ltd. is generally open only to qualified purchasers (generally individuals with at least $5 million in investments), because it relies on Section 3(c)(7). It uses Rule 506(b), which does not allow general advertising.
How much has Octagon Investments Offshore Fund Ltd. raised?
Octagon Investments Offshore Fund Ltd. reports $709,250,000 sold from 57 investors on its Form D filed Dec 5, 2025. This is cumulative sales since the offering began, not current assets or performance.
Where is Octagon Investments Offshore Fund Ltd. based?
Octagon Investments Offshore Fund Ltd. is based in New York, New York and is managed by Octagon Capital Advisors LP.
When did Octagon Investments Offshore Fund Ltd. launch?
Octagon Investments Offshore Fund Ltd. reports its first sale in Dec 2019.
Size compared with every hedge fund
Raised more than 84% of the 2,544 hedge funds based in New York, and more than 86% of all 10,308 that report sales.