
Octavia Investments LLC is a Las Vegas, Nevada-based registered investment adviser serving individuals, high-net-worth clients, trusts, family offices and corporations. It builds and manages client portfolios across U.S. and international equities and fixed income, using index and active strategies that include exchange-traded funds and other securities. Its latest Form ADV lists approximately $327 million in regulatory assets under management. Octavia’s model is financial planning and portfolio management through client accounts. For real estate sponsors, it is better characterized as a securities-focused adviser than as a dedicated property-level limited partner; its stated approach centers on tailoring portfolios to clients’ financial plans.