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Octavia Investments
AddedFeb 15, 2024
UpdatedJun 28, 2026
Octavia Investments

Octavia Investments

Operating

Octavia Investments LLC: A registered firm offering expert financial advisory services to diverse clientele.

Location
Austin, TX, US
Founded
2011
Firm
Compare
Portfolio
Employees
Website

Octavia Investments LLC is a registered investment advisory firm that provides expert financial advisory services to a diverse clientele, including individuals, high net worth individuals, trusts and estates, family offices, and corporations. The firm focuses on understanding clients' larger goals to guide its actions, offering tailored financial planning and investment portfolio management. Octavia typically participates in Series B investment rounds, with investments such as Visio Lending, which has raised $6.7 million.

The firm's investment philosophy centers on building long-term partnerships and providing comprehensive financial solutions. Key partners or decision-makers at Octavia bring a wealth of experience from various financial sectors, ensuring informed and strategic investment decisions. Octavia adds unique value to its portfolio companies by offering continuous advisory support and leveraging its extensive network to foster growth and success.

Octavia Investments - Portfolio Snapshot

Portfolio activity breakdown across disclosed investments and stages

Total Investments1
Current Portfolio Count1
Total Portfolio Exits0

Top Investment Stages

Series B1 (100.0%)

Stage Mix

Series B 100%

Concentration shown as share of disclosed investments by stage.

Recent Investments

Visio Lending logo

Visio Lending

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Octavia Investments - Classification

Also Known As
  • Octavia Investments Limited
NAICS
  • 520000Finance and Insurance
  • 523000Securities, Commodity Contracts, and Other Financial Investments and Related Activities
  • 523900Other Financial Investment Activities
  • 523990All Other Financial Investment Activities
  • 523999Miscellaneous Financial Investment Activities
SIC
  • 6700Holding And Other Investment Offices
  • 6720Investment Offices
  • 6722Management Investment Offices, Open-end
Show 2 more industry codes
NAICS
  • 525000Funds, Trusts, and Other Financial Vehicles
SIC
  • 6000Depository Institutions