AltMountain

Octagon Partners CLO Opportunity Fund, Ltd.

Grand Cayman, Cayman Islands · CIK 1810714 · Managed by Octagon Credit Investors, LLC
Offshore

Octagon Partners CLO Opportunity Fund, Ltd. is a hedge fund based in Grand Cayman, Cayman Islands. According to its most recent Form D, filed Apr 8, 2026, the fund has sold $488,463,672 of interests to 75 investors since its first sale in May 2020. The minimum investment it accepts from an outside investor is $500,000. 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 William Shaw; Gretchen Lam; Octagon Credit Investors, LLC.

Performance

No verified returns have been reported for this fund. Hedge fund returns are not part of SEC filings; managers report them to AltMountain directly.

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Total raised
$488,463,672Cumulative sales reported on Form D
Investors
75
First sale
May 6, 2020
Minimum investment
$500,000
Who can invest
Qualified purchasersSection 3(c)(7): generally $5M+ in investments
Offering exemption
Rule 506(b)No general advertising
Key people and entities
William Shaw; Gretchen Lam; Octagon Credit Investors, LLC
Latest Form D
Apr 8, 2026

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 Partners CLO Opportunity Fund, Ltd.

What is the minimum investment for Octagon Partners CLO Opportunity Fund, Ltd.?

According to its latest Form D, filed Apr 8, 2026, the minimum investment Octagon Partners CLO Opportunity Fund, Ltd. accepts from an outside investor is $500,000.

Who can invest in Octagon Partners CLO Opportunity Fund, Ltd.?

Octagon Partners CLO Opportunity 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 Partners CLO Opportunity Fund, Ltd. raised?

Octagon Partners CLO Opportunity Fund, Ltd. reports $488,463,672 sold from 75 investors on its Form D filed Apr 8, 2026. This is cumulative sales since the offering began, not current assets or performance.

Where is Octagon Partners CLO Opportunity Fund, Ltd. based?

Octagon Partners CLO Opportunity Fund, Ltd. is based in Grand Cayman, Cayman Islands and is managed by Octagon Credit Investors, LLC.

When did Octagon Partners CLO Opportunity Fund, Ltd. launch?

Octagon Partners CLO Opportunity Fund, Ltd. reports its first sale in May 2020.

Size compared with every hedge fund

Raised more than 75% of the 2,363 hedge funds based in Cayman Islands, and more than 81% of all 10,308 that report sales.

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